Q4 2024 · 13F-HR
HMI Capital Management, L.P.holdings as filed
Filed 2025-02-14 · accession 0001469026-25-000002
$1.99B
Reported value
10
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 653656108 | NICE | NICE LTD | $279.0M | 14.0% | 1,642,770 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $256.3M | 12.9% | 11,662,498 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $251.7M | 12.6% | 4,466,115 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $250.4M | 12.6% | 4,327,596 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $227.5M | 11.4% | 6,773,778 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $215.5M | 10.8% | 833,809 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $192.8M | 9.68% | 747,085 | Common | SOLE |
| 50212V100 | LPLA | LPL FINL HLDGS INC | $131.0M | 6.58% | 401,243 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $120.3M | 6.04% | 3,299,143 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $66.3M | 3.33% | 6,308,147 | 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.