Holdings
HMI Capital Management, L.P.
As of Jun 30, 2026, HMI Capital Management, L.P. reported 12 positions worth US$644M. Largest: Amazon.com, Inc., Toast, Inc. and Ncino, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 426K | US$102M | −103K | Jun 30, 2026 |
| Toast, Inc. | 3.5M | US$97.5M | −310K | Jun 30, 2026 |
| Ncino, Inc. | 4.99M | US$81.6M | −1.79M | Jun 30, 2026 |
| Coupang, Inc. | 4.42M | US$76.7M | −1.47M | Jun 30, 2026 |
| Microsoft Corp. | 165K | US$61.7M | −14,400 | Jun 30, 2026 |
| Tradeweb Markets Inc. | 455K | US$45.4M | −8,300 | Jun 30, 2026 |
| Servicenow, Inc. | 416K | US$41.3M | +166K | Jun 30, 2026 |
| Advanced Micro Devices Inc | 58,800 | US$34.2M | new | Jun 30, 2026 |
| Lpl Financial Holdings Inc. | 119K | US$33.4M | new | Jun 30, 2026 |
| Nvidia Corporation | 163K | US$32.6M | new | Jun 30, 2026 |