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HMI Capital Management, L.P. 13F holdings

Filed 2026-08-14 · HMI Capital Management, L.P. · 14 positions · $712.4M

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TickerCompanySharesValue% of portfolio
AMZNAMAZON COM INC425.9K$101.5M14.3%
TOSTTOAST INC3.5M$97.5M13.7%
NCNONCINO INC5.0M$81.6M11.5%
CPNGCOUPANG INC4.4M$76.7M10.8%
MSFTMICROSOFT CORP165.3K$61.7M8.7%
TWTRADEWEB MKTS INC455.4K$45.4M6.4%
SPOTSPOTIFY TECHNOLOGY S A91.5K$42.0M5.9%
NOWSERVICENOW INC416.1K$41.3M5.8%
AMDADVANCED MICRO DEVICES INC58.8K$34.2M4.8%
LPLALPL FINL HLDGS INC118.6K$33.4M4.7%
NVDANVIDIA CORPORATION162.8K$32.6M4.6%
DASHDOORDASH INC143.4K$26.5M3.7%
CPNGCOUPANG INC1.5M$26.1M3.7%
APPFAPPFOLIO INC75.0K$12.0M1.7%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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