13F HOLDINGS REPORT
HMI Capital Management, L.P.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001085146-25-003236
Total Value
$1.84B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COUPANG INC | CPNG | 11,379,652 | $249.6M | 13.58% |
| 2 | NICE LTD | NCSYF | 1,581,070 | $243.8M | 13.27% |
| 3 | ROBLOX CORP | RBLX | 3,936,090 | $229.4M | 12.49% |
| 4 | FLUTTER ENTMT PLC | G3643J108 | 1,015,209 | $224.9M | 12.24% |
| 5 | GITLAB INC | GTLB | 4,428,475 | $208.1M | 11.33% |
| 6 | NCINO INC | NCNO | 6,773,778 | $186.1M | 10.13% |
| 7 | WORKDAY INC | WDAY | 747,085 | $174.5M | 9.50% |
| 8 | TOAST INC | TOST | 5,203,183 | $172.6M | 9.40% |
| 9 | LPL FINL HLDGS INC | 50212V100 | 286,711 | $93.8M | 5.11% |
| 10 | BLUE OWL CAPITAL INC | OWL | 1,514,100 | $30.3M | 1.65% |
| 11 | MONGODB INC | MDB | 79,300 | $13.9M | 0.76% |
| 12 | SAILPOINT INC | SAIL | 534,987 | $10.0M | 0.55% |