HMI Capital Management, L.P.
CIK 1469026
13F filing for Q2 2026・No. 3,180
- Holdings
- US$712.36M
- Quarter change
- −US$41.9M
- Entries
- 14
- Net bought (estimate)
- −US$80.12M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 4
- Cut 6
- Added 1
- Corporate actions 0
- Unchanged 0
Largest holdings
13 stocks worth US$686.31M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Cut | 425,950 | US$101.52M | 14.79% |
| TOSTTOAST INCCL A | Cut | 3,504,744 | US$97.5M | 14.21% |
| NCNONCINO INCCOM | Cut | 4,990,713 | US$81.6M | 11.89% |
| CPNGCOUPANG INCCL A | Cut | 4,415,300 | US$76.69M | 11.17% |
| MSFTMicrosoftCOM | Cut | 165,300 | US$61.66M | 8.98% |
| TWTRADEWEB MKTS INCCL A | Cut | 455,400 | US$45.39M | 6.61% |
| SPOTSPOTIFY TECHNOLOGY S ASHS | New | 91,500 | US$42.01M | 6.12% |
| NOWSERVICENOW INCCOM | Added | 416,100 | US$41.31M | 6.02% |
| AMDAMDCOM | New | 58,800 | US$34.16M | 4.98% |
| LPLALPL FINL HLDGS INCCOM | New | 118,600 | US$33.41M | 4.87% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.