HMI CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPNG | 8.53M | $274.59M |
 | NCNO | 6.78M | $183.70M |
 | GTLB | 6.47M | $291.51M |
 | OWL | 5.70M | $96.58M |
 | CWAN | 5.36M | $96.61M |
 | KLAR | 4.45M | $163.17M |
 | TOST | 3.34M | $122.03M |
 | CHYM | 1.27M | $25.63M |
 | FLUT | 837K | $212.70M |
 | NICE | 770K | $111.54M |
 | TW | 439K | $48.66M |
 | WDAY | 437K | $105.22M |
Coupang, Inc.
CPNG
Shares Held
8.53M
Value
$274.59M
nCino, Inc.
NCNO
Shares Held
6.78M
Value
$183.70M
GitLab Inc.
GTLB
Shares Held
6.47M
Value
$291.51M
Blue Owl Capital Inc.
OWL
Shares Held
5.70M
Value
$96.58M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
5.36M
Value
$96.61M
Klarna Group plc
KLAR
Shares Held
4.45M
Value
$163.17M
Toast, Inc.
TOST
Shares Held
3.34M
Value
$122.03M
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
1.27M
Value
$25.63M
Flutter Entertainment plc
FLUT
Shares Held
837K
Value
$212.70M
NICE Ltd.
NICE
Shares Held
770K
Value
$111.54M
Tradeweb Markets Inc.
TW
Shares Held
439K
Value
$48.66M
Workday, Inc.
WDAY
Shares Held
437K
Value
$105.22M