Filed: 8/14/2026ACC: 0001469026-26-000005
📋 What this filing means
HMI CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $712.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$712.36M
Total AUM (reported)
16.52M
Total Shares
Allocation by class
COM$386.23M54.2%
CL A$272.10M38.2%
SHS$42.01M5.9%
COM CL A$12.03M1.7%
Portfolio Concentration
Top 3$301.77M42.4%
4–10$339.53M47.7%
11–25$71.06M10.0%
Top 3 weight
42.4%
Top 10 weight
90.0%
Voting Authority Distribution
Total shares with voting rights: 16.52M
Sole
Full voting authority
16.52M
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)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
COUPANG INC
SOLEShares5.92M
TypeSH
Market value$102.75M
14.42%
Sole
5.92M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares425.95K
TypeSH
Market value$101.52M
14.25%
Sole
425.95K
Shared
0.00
None
0.00
TOAST INC
SOLEShares3.50M
TypeSH
Market value$97.50M
13.69%
Sole
3.50M
Shared
0.00
None
0.00
NCINO INC
SOLEShares4.99M
TypeSH
Market value$81.60M
11.45%
Sole
4.99M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares165.30K
TypeSH
Market value$61.66M
8.66%
Sole
165.30K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares455.40K
TypeSH
Market value$45.39M
6.37%
Sole
455.40K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares91.50K
TypeSH
Market value$42.01M
5.90%
Sole
91.50K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares416.10K
TypeSH
Market value$41.31M
5.80%
Sole
416.10K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares58.80K
TypeSH
Market value$34.16M
4.79%
Sole
58.80K
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares118.60K
TypeSH
Market value$33.41M
4.69%
Sole
118.60K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares162.80K
TypeSH
Market value$32.57M
4.57%
Sole
162.80K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares143.40K
TypeSH
Market value$26.46M
3.71%
Sole
143.40K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares75K
TypeSH
Market value$12.03M
1.69%
Sole
75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COUPANG INCSOLE | CL A | 5.92M | SH | $102.75M 14.42% | 5.92M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 425.95K | SH | $101.52M 14.25% | 425.95K | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 3.50M | SH | $97.50M 13.69% | 3.50M | 0.00 | 0.00 |
NCINO INCSOLE | COM | 4.99M | SH | $81.60M 11.45% | 4.99M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 165.30K | SH | $61.66M 8.66% | 165.30K | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 455.40K | SH | $45.39M 6.37% | 455.40K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 91.50K | SH | $42.01M 5.90% | 91.50K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 416.10K | SH | $41.31M 5.80% | 416.10K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 58.80K | SH | $34.16M 4.79% | 58.80K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 118.60K | SH | $33.41M 4.69% | 118.60K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 162.80K | SH | $32.57M 4.57% | 162.80K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 143.40K | SH | $26.46M 3.71% | 143.40K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 75K | SH | $12.03M 1.69% | 75K | 0.00 | 0.00 |