HMI Capital Management, L.P. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.8T
Holdings
10
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FLUTFLUTTER ENTMT PLC | 998,209 | $285.2B | 16.19% | |
| 2 | CPNGCOUPANG INC | 9,460,000 | $283.4B | 16.09% | |
| 3 | GTLBGITLAB INC | 5,858,626 | $264.3B | 15.00% | |
| 4 | NSYNICE LTD | 1,352,570 | $228.5B | 12.97% | |
| 5 | NCNONCINO INC | 6,775,973 | $189.5B | 10.76% | |
| 6 | WDAYWORKDAY INC | 743,085 | $178.3B | 10.12% | |
| 7 | TOSTTOAST INC | 2,820,183 | $124.9B | 7.09% | |
| 8 | OWLBLUE OWL CAPITAL INC | 5,704,480 | $109.6B | 6.22% | |
| 9 | RBLXROBLOX CORP | 514,086 | $54.1B | 3.07% | |
| 10 | CHYMCHIME FINL INC | 1,265,306 | $43.7B | 2.48% |