Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HMI Capital Management, L.P. (CIK 1469026) reported $754.3M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CPNG ($111.0M, 14.72%), AMZN ($110.2M, 14.61%), NCNO ($101.5M, 13.46%), TOST ($101.1M, 13.41%), MSFT ($66.5M, 8.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CPNG | COUPANG INC | $111.0M | 14.72% | 5.9M | Trimmed |
| 2 | AMZN | AMAZON COM INC | $110.2M | 14.61% | 529,150 | Added |
| 3 | NCNO | NCINO INC | $101.5M | 13.46% | 6.8M | Added |
| 4 | TOST | TOAST INC | $101.1M | 13.41% | 3.8M | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $66.5M | 8.82% | 179,700 | New |
| 6 | GTLB | GITLAB INC | $57.4M | 7.61% | 2.7M | Trimmed |
| 7 | TW | TRADEWEB MKTS INC | $54.6M | 7.23% | 463,700 | Trimmed |
| 8 | KLARNA GROUP PLC | $54.0M | 7.16% | 4.1M | Trimmed | |
| 9 | RBLX | ROBLOX CORP | $43.4M | 5.75% | 767,300 | New |
| 10 | FICO | FAIR ISAAC CORP | $28.4M | 3.76% | 26,600 | Trimmed |
| 11 | NOW | SERVICENOW INC | $26.1M | 3.46% | 249,800 | New |
| 12 | OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | Exited |
| 13 | CWAN | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31