§ 13F · FUND PROFILE
HMI Capital Management, L.P..
AUM · $712M (13F)Positions · 14Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$181M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 426K | $102M | 14.3% | −19% |
| 2 | TOST | TOAST INC | 3.50M | $98M | 13.7% | −8% |
| 3 | NCNO | NCINO INC | 4.99M | $82M | 11.5% | −26% |
| 4 | CPNG | COUPANG INC | 4.42M | $77M | 10.8% | +1% |
| 5 | MSFT | MICROSOFT CORP | 165K | $62M | 8.7% | −8% |
| 6 | TW | TRADEWEB MKTS INC | 455K | $45M | 6.4% | −2% |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | 92K | $42M | 5.9% | NEW |
| 8 | NOW | SERVICENOW INC | 416K | $41M | 5.8% | +67% |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 59K | $34M | 4.8% | NEW |
| 10 | LPLA | LPL FINL HLDGS INC | 119K | $33M | 4.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HMI SIGNAL
AC read
HMI Capital Management, L.P. is a Other fund managing $712 million in assets. The fund runs a focused portfolio of just 14 positions.
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