HMI Capital Management, L.P. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$2.0T
Holdings
10
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NSYNICE LTD | 1,642,770 | $279.0B | 14.02% | |
| 2 | CPNGCOUPANG INC | 11,662,498 | $256.3B | 12.88% | |
| 3 | GTLBGITLAB INC | 4,466,115 | $251.7B | 12.64% | |
| 4 | RBLXROBLOX CORP | 4,327,596 | $250.4B | 12.58% | |
| 5 | NCNONCINO INC | 6,773,778 | $227.5B | 11.43% | |
| 6 | FLUTFLUTTER ENTMT PLC | 833,809 | $215.5B | 10.83% | |
| 7 | WDAYWORKDAY INC | 747,085 | $192.8B | 9.68% | |
| 8 | LPLALPL FINL HLDGS INC | 401,243 | $131.0B | 6.58% | |
| 9 | TOSTTOAST INC | 3,299,143 | $120.3B | 6.04% | |
| 10 | GTMZOOMINFO TECHNOLOGIES INC | 6,308,147 | $66.3B | 3.33% |