Filed: 11/14/2025ACC: 0001469026-25-000007
📋 What this filing means
HMI CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $1.73B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$1.73B
Total AUM (reported)
44.38M
Total Shares
Allocation by class
CL A$647.11M37.4%
SHS$375.87M21.7%
CLASS A COM$291.51M16.8%
COM$183.70M10.6%
SPONSORED ADR$111.54M6.4%
COM CL A$96.58M5.6%
COM SHS CL A$25.63M1.5%
Portfolio Concentration
Top 3$778.79M45.0%
4–10$878.84M50.7%
11–25$74.30M4.3%
Top 3 weight
45.0%
Top 10 weight
95.7%
Voting Authority Distribution
Total shares with voting rights: 44.38M
Sole
Full voting authority
44.38M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
GITLAB INC
SOLEShares6.47M
TypeSH
Market value$291.51M
16.83%
Sole
6.47M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares8.53M
TypeSH
Market value$274.59M
15.85%
Sole
8.53M
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares837.41K
TypeSH
Market value$212.70M
12.28%
Sole
837.41K
Shared
0.00
None
0.00
NCINO INC
SOLEShares6.78M
TypeSH
Market value$183.70M
10.61%
Sole
6.78M
Shared
0.00
None
0.00
KLARNA GROUP PLC
SOLEShares4.45M
TypeSH
Market value$163.17M
9.42%
Sole
4.45M
Shared
0.00
None
0.00
TOAST INC
SOLEShares3.34M
TypeSH
Market value$122.03M
7.05%
Sole
3.34M
Shared
0.00
None
0.00
NICE LTD
SOLEShares770.39K
TypeSH
Market value$111.54M
6.44%
Sole
770.39K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares437.10K
TypeSH
Market value$105.22M
6.08%
Sole
437.10K
Shared
0.00
None
0.00
CLEARWATER ANALYTICS HLDGS I
SOLEShares5.36M
TypeSH
Market value$96.61M
5.58%
Sole
5.36M
Shared
0.00
None
0.00
BLUE OWL CAPITAL INC
SOLEShares5.70M
TypeSH
Market value$96.58M
5.58%
Sole
5.70M
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares438.50K
TypeSH
Market value$48.66M
2.81%
Sole
438.50K
Shared
0.00
None
0.00
CHIME FINL INC
SOLEShares1.27M
TypeSH
Market value$25.63M
1.48%
Sole
1.27M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GITLAB INCSOLE | CLASS A COM | 6.47M | SH | $291.51M 16.83% | 6.47M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 8.53M | SH | $274.59M 15.85% | 8.53M | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 837.41K | SH | $212.70M 12.28% | 837.41K | 0.00 | 0.00 |
NCINO INCSOLE | COM | 6.78M | SH | $183.70M 10.61% | 6.78M | 0.00 | 0.00 |
KLARNA GROUP PLCSOLE | SHS | 4.45M | SH | $163.17M 9.42% | 4.45M | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 3.34M | SH | $122.03M 7.05% | 3.34M | 0.00 | 0.00 |
NICE LTDSOLE | SPONSORED ADR | 770.39K | SH | $111.54M 6.44% | 770.39K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 437.10K | SH | $105.22M 6.08% | 437.10K | 0.00 | 0.00 |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 5.36M | SH | $96.61M 5.58% | 5.36M | 0.00 | 0.00 |
BLUE OWL CAPITAL INCSOLE | COM CL A | 5.70M | SH | $96.58M 5.58% | 5.70M | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 438.50K | SH | $48.66M 2.81% | 438.50K | 0.00 | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 1.27M | SH | $25.63M 1.48% | 1.27M | 0.00 | 0.00 |