Universe · entity
HMI Capital Management, L.P.
Institutional manager (13F) · CIK 1469026
13F holdings · as of 2026-03-31 · top 11 · reported portfolio $754M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | COUPANG INC | $111M | 5,881,100 |
| 2 | AMAZON COM INC | $110M | 529,150 |
| 3 | NCINO INC | $102M | 6,778,028 |
| 4 | TOAST INC | $101M | 3,814,983 |
| 5 | MICROSOFT CORP | $67M | 179,700 |
| 6 | GITLAB INC | $57M | 2,651,677 |
| 7 | TRADEWEB MKTS INC | $55M | 463,700 |
| 8 | KLARNA GROUP PLC | $54M | 4,123,719 |
| 9 | ROBLOX CORP | $43M | 767,300 |
| 10 | FAIR ISAAC CORP | $28M | 26,600 |
| 11 | SERVICENOW INC | $26M | 249,800 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.