13F HOLDINGS REPORT
HMI Capital Management, L.P.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001085146-25-005075
Total Value
$1.76B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLUTTER ENTMT PLC | G3643J108 | 998,209 | $285.2M | 16.19% |
| 2 | COUPANG INC | CPNG | 9,460,000 | $283.4M | 16.09% |
| 3 | GITLAB INC | GTLB | 5,858,626 | $264.3M | 15.00% |
| 4 | NICE LTD | NCSYF | 1,352,570 | $228.5M | 12.97% |
| 5 | NCINO INC | NCNO | 6,775,973 | $189.5M | 10.76% |
| 6 | WORKDAY INC | WDAY | 743,085 | $178.3M | 10.12% |
| 7 | TOAST INC | TOST | 2,820,183 | $124.9M | 7.09% |
| 8 | BLUE OWL CAPITAL INC | OWL | 5,704,480 | $109.6M | 6.22% |
| 9 | ROBLOX CORP | RBLX | 514,086 | $54.1M | 3.07% |
| 10 | CHIME FINL INC | 16935C109 | 1,265,306 | $43.7M | 2.48% |