Filed: 5/15/2026ACC: 0001469026-26-000004
📋 What this filing means
HMI CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $754.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$754.26M
Total AUM (reported)
25.47M
Total Shares
Allocation by class
COM$332.77M44.1%
CL A$310.13M41.1%
CLASS A COM$57.38M7.6%
SHS$53.98M7.2%
Portfolio Concentration
Top 3$322.78M42.8%
4–10$405.37M53.7%
11–25$26.12M3.5%
Top 3 weight
42.8%
Top 10 weight
96.5%
Voting Authority Distribution
Total shares with voting rights: 25.47M
Sole
Full voting authority
25.46M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.25K
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
COUPANG INC
SOLEShares5.88M
TypeSH
Market value$111.04M
14.72%
Sole
5.88M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares529.15K
TypeSH
Market value$110.21M
14.61%
Sole
529.15K
Shared
0.00
None
0.00
NCINO INC
SOLEShares6.78M
TypeSH
Market value$101.53M
13.46%
Sole
6.77M
Shared
0.00
None
4.25K
TOAST INC
SOLEShares3.81M
TypeSH
Market value$101.14M
13.41%
Sole
3.81M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares179.70K
TypeSH
Market value$66.52M
8.82%
Sole
179.70K
Shared
0.00
None
0.00
GITLAB INC
SOLEShares2.65M
TypeSH
Market value$57.38M
7.61%
Sole
2.65M
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares463.70K
TypeSH
Market value$54.56M
7.23%
Sole
463.70K
Shared
0.00
None
0.00
KLARNA GROUP PLC
SOLEShares4.12M
TypeSH
Market value$53.98M
7.16%
Sole
4.12M
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares767.30K
TypeSH
Market value$43.40M
5.75%
Sole
767.30K
Shared
0.00
None
0.00
FAIR ISAAC CORP
SOLEShares26.60K
TypeSH
Market value$28.40M
3.76%
Sole
26.60K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares249.80K
TypeSH
Market value$26.12M
3.46%
Sole
249.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COUPANG INCSOLE | CL A | 5.88M | SH | $111.04M 14.72% | 5.88M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 529.15K | SH | $110.21M 14.61% | 529.15K | 0.00 | 0.00 |
NCINO INCSOLE | COM | 6.78M | SH | $101.53M 13.46% | 6.77M | 0.00 | 4.25K |
TOAST INCSOLE | CL A | 3.81M | SH | $101.14M 13.41% | 3.81M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 179.70K | SH | $66.52M 8.82% | 179.70K | 0.00 | 0.00 |
GITLAB INCSOLE | CLASS A COM | 2.65M | SH | $57.38M 7.61% | 2.65M | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 463.70K | SH | $54.56M 7.23% | 463.70K | 0.00 | 0.00 |
KLARNA GROUP PLCSOLE | SHS | 4.12M | SH | $53.98M 7.16% | 4.12M | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 767.30K | SH | $43.40M 5.75% | 767.30K | 0.00 | 0.00 |
FAIR ISAAC CORPSOLE | COM | 26.60K | SH | $28.40M 3.76% | 26.60K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 249.80K | SH | $26.12M 3.46% | 249.80K | 0.00 | 0.00 |