HMI Capital Management, L.P. reported 14 holdings worth US$712M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
HMI Capital Management, L.P. reported 14 holdings worth US$712M as of Jun 30, 2026. Largest: Amazon.com, Inc., Toast, Inc. and Ncino, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 14
- Value as reported
- US$712M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Amazon.com, Inc. | 426K | US$102M | 14.3% |
| Toast, Inc. | 3.5M | US$97.5M | 13.7% |
| Ncino, Inc. | 4.99M | US$81.6M | 11.5% |
| Coupang, Inc. | 4.42M | US$76.7M | 10.8% |
| Microsoft Corp. | 165K | US$61.7M | 8.7% |
| Tradeweb Markets Inc. | 455K | US$45.4M | 6.4% |
| Servicenow, Inc. | 416K | US$41.3M | 5.8% |
| Advanced Micro Devices Inc | 58,800 | US$34.2M | 4.8% |
| Lpl Financial Holdings Inc. | 119K | US$33.4M | 4.7% |
| Nvidia Corporation | 163K | US$32.6M | 4.6% |
| Doordash, Inc. | 143K | US$26.5M | 3.7% |
| Appfolio, Inc. | 75,000 | US$12M | 1.7% |
| Fair Isaac Corporation | 0 | US$0 | 0.00% |
| Gitlab Inc. | 0 | US$0 | 0.00% |
| Roblox Corporation | 0 | US$0 | 0.00% |