HMI Capital Management, L.P. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.7T
Holdings
12
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GTLBGITLAB INC | 6,466,450 | $291.5B | 16.83% | |
| 2 | CPNGCOUPANG INC | 8,527,500 | $274.6B | 15.85% | |
| 3 | FLUTFLUTTER ENTMT PLC | 837,409 | $212.7B | 12.28% | |
| 4 | NCNONCINO INC | 6,775,973 | $183.7B | 10.61% | |
| 5 | KLARKLARNA GROUP PLC | 4,452,097 | $163.2B | 9.42% | |
| 6 | TOSTTOAST INC | 3,342,383 | $122.0B | 7.05% | |
| 7 | NSYNICE LTD | 770,390 | $111.5B | 6.44% | |
| 8 | WDAYWORKDAY INC | 437,100 | $105.2B | 6.08% | |
| 9 | CWANCLEARWATER ANALYTICS HLDGS I | 5,361,200 | $96.6B | 5.58% | |
| 10 | OWLBLUE OWL CAPITAL INC | 5,704,480 | $96.6B | 5.58% | |
| 11 | TWTRADEWEB MKTS INC | 438,500 | $48.7B | 2.81% | |
| 12 | CHYMCHIME FINL INC | 1,270,744 | $25.6B | 1.48% |