HMI Capital Management, L.P. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.2B
Holdings
10
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NCNONCINO INC | 6,775,973 | $173.7M | 14.26% | |
| 2 | GTLBGITLAB INC | 4,289,081 | $161.0M | 13.21% | |
| 3 | CPNGCOUPANG INC | 6,756,100 | $159.4M | 13.08% | |
| 4 | CWANCLEARWATER ANALYTICS HLDGS I | 6,339,500 | $152.9M | 12.55% | |
| 5 | TOSTTOAST INC | 4,303,483 | $152.8M | 12.54% | |
| 6 | KLARKLARNA GROUP PLC | 4,452,097 | $128.7M | 10.57% | |
| 7 | AMZNAMAZON COM INC | 506,500 | $116.9M | 9.60% | |
| 8 | FICOFAIR ISAAC CORP | 47,050 | $79.5M | 6.53% | |
| 9 | TWTRADEWEB MKTS INC | 532,000 | $57.2M | 4.70% | |
| 10 | OWLBLUE OWL CAPITAL INC | 2,412,457 | $36.0M | 2.96% |