Hmi Capital Management, L.P. Top Holdings and 13F Report (2025) About Hmi Capital Management, L.P.Investment ActivityHmi Capital Management, L.P. has $1.84 billion in total holdings as of December 31, 2024.Hmi Capital Management, L.P. owns shares of 12 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 8.58% of the portfolio was purchased this quarter.About 7.84% of the portfolio was sold this quarter.This quarter, Hmi Capital Management, L.P. has purchased 10 new stocks and bought additional shares in 2 stocks.Hmi Capital Management, L.P. sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Coupang $249,555,768NICE $243,753,562Roblox $229,434,686FLUTTER ENTMT PLC $224,919,554GitLab $208,138,325 Largest New Holdings this Quarter 09581B103 - Blue Owl Capital $30,342,564 Holding60937P106 - MongoDB $13,909,220 Holding78781J109 - SAILPOINT INC $10,031,006 Holding Largest Purchases this Quarter Toast 1,904,040 shares (about $63.16M)FLUTTER ENTMT PLC 181,400 shares (about $40.19M)Blue Owl Capital 1,514,100 shares (about $30.34M)MongoDB 79,300 shares (about $13.91M)SAILPOINT INC 534,987 shares (about $10.03M) Largest Sales this Quarter LPL Financial 114,532 shares (about $37.47M)Roblox 391,506 shares (about $22.82M)NICE 61,700 shares (about $9.51M)Coupang 282,846 shares (about $6.20M)GitLab 37,640 shares (about $1.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHmi Capital Management, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCPNGCoupang$249,555,768$6,202,813 ▼-2.4%11,379,65213.6%Retail/WholesaleNICENICE$243,753,562$9,512,289 ▼-3.8%1,581,07013.3%Computer and TechnologyRBLXRoblox$229,434,686$22,820,885 ▼-9.0%3,936,09012.5%Consumer DiscretionaryFLUTTER ENTMT PLC$224,919,554$40,189,170 ▲21.8%1,015,20912.2%SHSGTLBGitLab$208,138,325$1,769,080 ▼-0.8%4,428,47511.3%Computer and TechnologyNCNOnCino$186,075,6820.0%6,773,77810.1%Computer and TechnologyWDAYWorkday$174,466,7600.0%747,0859.5%Computer and TechnologyTOSTToast$172,589,580$63,157,007 ▲57.7%5,203,1839.4%Computer and TechnologyLPLALPL Financial$93,794,637$37,467,999 ▼-28.5%286,7115.1%FinanceOWLBlue Owl Capital$30,342,564$30,342,564 ▲New Holding1,514,1001.7%FinanceMDBMongoDB$13,909,220$13,909,220 ▲New Holding79,3000.8%Computer and TechnologySAILPOINT INC$10,031,006$10,031,006 ▲New Holding534,9870.5%COMZIZoomInfo Technologies$0$66,298,625 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
