HMI CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NCNO | 6.78M | $173.74M |
 | CPNG | 6.76M | $159.38M |
 | CWAN | 6.34M | $152.91M |
 | KLAR | 4.45M | $128.71M |
 | TOST | 4.30M | $152.82M |
 | GTLB | 4.29M | $160.97M |
 | OWL | 2.41M | $36.04M |
 | TW | 532K | $57.21M |
 | AMZN | 507K | $116.91M |
 | FICO | 47K | $79.54M |
nCino, Inc.
NCNO
Shares Held
6.78M
Value
$173.74M
Coupang, Inc.
CPNG
Shares Held
6.76M
Value
$159.38M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
6.34M
Value
$152.91M
Klarna Group plc
KLAR
Shares Held
4.45M
Value
$128.71M
Toast, Inc.
TOST
Shares Held
4.30M
Value
$152.82M
GitLab Inc.
GTLB
Shares Held
4.29M
Value
$160.97M
Blue Owl Capital Inc.
OWL
Shares Held
2.41M
Value
$36.04M
Tradeweb Markets Inc.
TW
Shares Held
532K
Value
$57.21M
Amazon.com, Inc.
AMZN
Shares Held
507K
Value
$116.91M
Fair Isaac Corporation
FICO
Shares Held
47K
Value
$79.54M