account_balance
Investment manager · 13F filer · SEC CIK 1469026
HMI Capital Management, L.P.
Reported value$686Mas of Jun 30, 2026
Positions13 6 new, 4 sold out
Top 10 weight90%AMZN alone is 15%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMZN
Amazon Com INC
14.8%Trimmed
TOST
Toast INC
14.2%Trimmed
NCNO
Ncino INC
11.9%Trimmed
CPNG
Coupang INC
11.2%Trimmed
MSFT
Microsoft Corp
9.0%Trimmed
TW
Tradeweb Mkts INC
6.6%
SPOT
Spotify Technology S A
6.1%New
NOW
Servicenow INC
6.0%Added
AMD
Advanced Micro Devices INC
5.0%New
LPLA
Lpl Finl Hldgs INC
4.9%New
3 others
10.4%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed