Q1 2025 · 13F-HR
HMI Capital Management, L.P.holdings as filed
Filed 2025-05-15 · accession 0001085146-25-003236
$1.84B
Reported value
12
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 22266T109 | CPNG | COUPANG INC | $249.6M | 13.6% | 11,379,652 | Common | SOLE |
| 653656108 | NICE | NICE LTD | $243.8M | 13.3% | 1,581,070 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $229.4M | 12.5% | 3,936,090 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $224.9M | 12.2% | 1,015,209 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $208.1M | 11.3% | 4,428,475 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $186.1M | 10.1% | 6,773,778 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $174.5M | 9.50% | 747,085 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $172.6M | 9.40% | 5,203,183 | Common | SOLE |
| 50212V100 | LPLA | LPL FINL HLDGS INC | $93.8M | 5.11% | 286,711 | Common | SOLE |
| 09581B103 | OWL | BLUE OWL CAPITAL INC | $30.3M | 1.65% | 1,514,100 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $13.9M | 0.76% | 79,300 | Common | SOLE |
| 78781J109 | SAIL | SAILPOINT INC | $10.0M | 0.55% | 534,987 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.