Institutions / HMI Capital Management, L.P.
HMI Capital Management, L.P.
CIK 1469026 · Institution · as of Dec 31, 2025
Portfolio value
$1.22B
Positions
10
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| nCino Inc. | $173.74M | 14.3% |
| Gitlab Inc. | $160.97M | 13.2% |
| Coupang, Inc. | $159.38M | 13.1% |
| Clearwater Analytics Holdings, Inc. | $152.91M | 12.6% |
| Toast, Inc. | $152.82M | 12.5% |
| Klarna Group PLC | $128.71M | 10.6% |
| Amazon.com Inc | $116.91M | 9.6% |
| Fair Isaac Corp | $79.54M | 6.5% |
| Tradeweb Markets Inc. | $57.21M | 4.7% |
| Blue Owl Capital Inc. | $36.04M | 3.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.