HMI Capital Management, L.P. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.8T
Holdings
12
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPNGCOUPANG INC | 11,379,652 | $249.6B | 13.58% | |
| 2 | NSYNICE LTD | 1,581,070 | $243.8B | 13.27% | |
| 3 | RBLXROBLOX CORP | 3,936,090 | $229.4B | 12.49% | |
| 4 | FLUTFLUTTER ENTMT PLC | 1,015,209 | $224.9B | 12.24% | |
| 5 | GTLBGITLAB INC | 4,428,475 | $208.1B | 11.33% | |
| 6 | NCNONCINO INC | 6,773,778 | $186.1B | 10.13% | |
| 7 | WDAYWORKDAY INC | 747,085 | $174.5B | 9.50% | |
| 8 | TOSTTOAST INC | 5,203,183 | $172.6B | 9.40% | |
| 9 | LPLALPL FINL HLDGS INC | 286,711 | $93.8B | 5.11% | |
| 10 | OWLBLUE OWL CAPITAL INC | 1,514,100 | $30.3B | 1.65% | |
| 11 | MDBMONGODB INC | 79,300 | $13.9B | 0.76% | |
| 12 | SAILSAILPOINT INC | 534,987 | $10.0B | 0.55% |