Q2 2025 · 13F-HR
HMI Capital Management, L.P.holdings as filed
Filed 2025-08-14 · accession 0001085146-25-005075
$1.76B
Reported value
10
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $285.2M | 16.2% | 998,209 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $283.4M | 16.1% | 9,460,000 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $264.3M | 15.0% | 5,858,626 | Common | SOLE |
| 653656108 | NICE | NICE LTD | $228.5M | 13.0% | 1,352,570 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $189.5M | 10.8% | 6,775,973 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $178.3M | 10.1% | 743,085 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $124.9M | 7.09% | 2,820,183 | Common | SOLE |
| 09581B103 | OWL | BLUE OWL CAPITAL INC | $109.6M | 6.22% | 5,704,480 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $54.1M | 3.07% | 514,086 | Common | SOLE |
| 16935C109 | CHYM | CHIME FINL INC | $43.7M | 2.48% | 1,265,306 | 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.