Hmi Capital Management, L.P. Top Holdings and 13F Report (2026) About Hmi Capital Management, L.P.Investment ActivityHmi Capital Management, L.P. has $712.36 million in total holdings as of June 30, 2026.Hmi Capital Management, L.P. owns shares of 13 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 27.76% of the portfolio was purchased this quarter.About 35.35% of the portfolio was sold this quarter.This quarter, Hmi Capital Management, L.P. has purchased 11 new stocks and bought additional shares in 2 stocks.Hmi Capital Management, L.P. sold shares of 5 stocks and completely divested from 4 stocks this quarter.Largest Holdings Coupang $102,748,761Amazon.com $101,520,923Toast $97,501,978nCino $81,598,157Microsoft $61,660,206 Largest New Holdings this Quarter L8681T102 - Spotify Technology $42,010,395 Holding007903107 - Advanced Micro Devices $34,157,508 Holding50212V100 - LPL Financial $33,407,248 Holding67066G104 - NVIDIA $32,574,652 Holding25809K105 - DOORDASH INC $26,461,602 Holding Largest Purchases this Quarter Spotify Technology 91,500 shares (about $42.01M)Advanced Micro Devices 58,800 shares (about $34.16M)LPL Financial 118,600 shares (about $33.41M)NVIDIA 162,800 shares (about $32.57M)DOORDASH INC 143,400 shares (about $26.46M) Largest Sales this Quarter nCino 1,787,315 shares (about $29.22M)Amazon.com 103,200 shares (about $24.60M)Toast 310,239 shares (about $8.63M)Microsoft 14,400 shares (about $5.37M)Tradeweb Markets 8,300 shares (about $827.18K) 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$102,748,761$594,054 â–²0.6%5,915,30014.4%Consumer DiscretionaryAMZNAmazon.com$101,520,923$24,596,688 â–¼-19.5%425,95014.3%Consumer DiscretionaryTOSTToast$97,501,978$8,630,849 â–¼-8.1%3,504,74413.7%FinanceNCNOnCino$81,598,157$29,222,600 â–¼-26.4%4,990,71311.5%TechnologyMSFTMicrosoft$61,660,206$5,371,488 â–¼-8.0%165,3008.7%TechnologyTWTradeweb Markets$45,385,164$827,178 â–¼-1.8%455,4006.4%FinanceSPOTSpotify Technology$42,010,395$42,010,395 â–²New Holding91,5005.9%Communication ServicesNOWServiceNow$41,310,408$16,510,264 â–²66.6%416,1005.8%TechnologyAMDAdvanced Micro Devices$34,157,508$34,157,508 â–²New Holding58,8004.8%TechnologyLPLALPL Financial$33,407,248$33,407,248 â–²New Holding118,6004.7%FinanceNVDANVIDIA$32,574,652$32,574,652 â–²New Holding162,8004.6%TechnologyDOORDASH INC$26,461,602$26,461,602 â–²New Holding143,4003.7%CL AAPPFAppFolio$12,026,250$12,026,250 â–²New Holding75,0001.7%TechnologyGTLBGitLab$0$57,382,290 â–¼-100.0%00.0%TechnologyKLARNA GROUP PLC$0$53,979,482 â–¼-100.0%00.0%SHSRBLXRoblox$0$43,398,488 â–¼-100.0%00.0%Communication ServicesFICOFair Isaac$0$28,396,564 â–¼-100.0%00.0%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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 Email Me a Login Link 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.
