HMI Capital Management, L.P.
HMI Capital Management, L.P. reported 14 positions worth $712.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AMZN (14.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMZN | SH | $101.5M | 14.25% | 425,950 | — | — | |
| ▸ 2 | TOST | SH | $97.5M | 13.69% | 3,504,744 | — | — | |
| ▸ 3 | NCNO | SH | $81.6M | 11.45% | 4,990,713 | — | — | |
| ▸ 4 | CPNG | SH | $76.7M | 10.77% | 4,415,300 | — | — | |
| ▸ 5 | MSFT | SH | $61.7M | 8.66% | 165,300 | — | — | |
| ▸ 6 | TW | SH | $45.4M | 6.37% | 455,400 | — | — | |
| ▸ 7 | SPOT | SH | $42.0M | 5.90% | 91,500 | — | — | |
| ▸ 8 | NOW | SH | $41.3M | 5.80% | 416,100 | — | — | |
| ▸ 9 | AMD | SH | $34.2M | 4.79% | 58,800 | — | — | |
| ▸ 10 | LPLA | SH | $33.4M | 4.69% | 118,600 | — | — |
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Frequently Asked Questions
What stocks does HMI Capital Management, L.P. hold as of Q2 2026?
HMI Capital Management, L.P. reported 14 positions worth $712.4M in its Q2 2026 13F filing. Largest positions: AMZN (14.3%), TOST (13.7%), NCNO (11.5%), CPNG (10.8%) and MSFT (8.7%).
What did HMI Capital Management, L.P. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did HMI Capital Management, L.P. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.