Stock Taper 
HMI CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 nCino, Inc. | NCNO | 4.99M | $81.6M |
 Coupang, Inc. | CPNG | 4.42M | $76.69M |
 Toast, Inc. | TOST | 3.5M | $97.5M |
 Tradeweb Markets Inc. | TW | 455.4K | $45.39M |
 Amazon.com, Inc. | AMZN | 425.95K | $101.52M |
 ServiceNow, Inc. | NOW | 416.1K | $41.31M |
 Microsoft Corporation | MSFT | 165.3K | $61.66M |
 NVIDIA Corporation | NVDA | 162.8K | $32.57M |
 DoorDash, Inc. | DASH | 143.4K | $26.46M |
 LPL Financial Holdings Inc. | LPLA | 118.6K | $33.41M |
 Spotify Technology S.A. | SPOT | 91.5K | $42.01M |
 AppFolio Inc. | APPF | 75K | $12.03M |
 Advanced Micro Devices, Inc. | AMD | 58.8K | $34.16M |