13F HOLDINGS REPORT
HMI Capital Management, L.P.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001469026-25-000002
Total Value
$1.99B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NICE LTD | NCSYF | 1,642,770 | $279.0M | 14.02% |
| 2 | COUPANG INC | CPNG | 11,662,498 | $256.3M | 12.88% |
| 3 | GITLAB INC | GTLB | 4,466,115 | $251.7M | 12.64% |
| 4 | ROBLOX CORP | RBLX | 4,327,596 | $250.4M | 12.58% |
| 5 | NCINO INC | NCNO | 6,773,778 | $227.5M | 11.43% |
| 6 | FLUTTER ENTMT PLC | G3643J108 | 833,809 | $215.5M | 10.83% |
| 7 | WORKDAY INC | WDAY | 747,085 | $192.8M | 9.68% |
| 8 | LPL FINL HLDGS INC | 50212V100 | 401,243 | $131.0M | 6.58% |
| 9 | TOAST INC | TOST | 3,299,143 | $120.3M | 6.04% |
| 10 | ZOOMINFO TECHNOLOGIES INC | GTM | 6,308,147 | $66.3M | 3.33% |