HMI CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NCNO | 6.78M | $101.53M |
 | CPNG | 5.88M | $111.04M |
 | KLAR | 4.12M | $53.98M |
 | TOST | 3.81M | $101.14M |
 | GTLB | 2.65M | $57.38M |
 | RBLX | 767K | $43.40M |
 | AMZN | 529K | $110.21M |
 | TW | 464K | $54.56M |
 | NOW | 250K | $26.12M |
 | MSFT | 180K | $66.52M |
 | FICO | 27K | $28.40M |
nCino, Inc.
NCNO
Shares Held
6.78M
Value
$101.53M
Coupang, Inc.
CPNG
Shares Held
5.88M
Value
$111.04M
Klarna Group plc
KLAR
Shares Held
4.12M
Value
$53.98M
Toast, Inc.
TOST
Shares Held
3.81M
Value
$101.14M
GitLab Inc.
GTLB
Shares Held
2.65M
Value
$57.38M
Roblox Corporation
RBLX
Shares Held
767K
Value
$43.40M
Amazon.com, Inc.
AMZN
Shares Held
529K
Value
$110.21M
Tradeweb Markets Inc.
TW
Shares Held
464K
Value
$54.56M
ServiceNow, Inc.
NOW
Shares Held
250K
Value
$26.12M
Microsoft Corporation
MSFT
Shares Held
180K
Value
$66.52M
Fair Isaac Corporation
FICO
Shares Held
27K
Value
$28.40M