13F HOLDINGS REPORT
HMI Capital Management, L.P.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001469026-25-000007
Total Value
$1.73B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GITLAB INC | GTLB | 6,466,450 | $291.5M | 16.83% |
| 2 | COUPANG INC | CPNG | 8,527,500 | $274.6M | 15.85% |
| 3 | FLUTTER ENTMT PLC | G3643J108 | 837,409 | $212.7M | 12.28% |
| 4 | NCINO INC | NCNO | 6,775,973 | $183.7M | 10.61% |
| 5 | KLARNA GROUP PLC | KLAR | 4,452,097 | $163.2M | 9.42% |
| 6 | TOAST INC | TOST | 3,342,383 | $122.0M | 7.05% |
| 7 | NICE LTD | NCSYF | 770,390 | $111.5M | 6.44% |
| 8 | WORKDAY INC | WDAY | 437,100 | $105.2M | 6.08% |
| 9 | CLEARWATER ANALYTICS HLDGS I | CWAN | 5,361,200 | $96.6M | 5.58% |
| 10 | BLUE OWL CAPITAL INC | OWL | 5,704,480 | $96.6M | 5.58% |
| 11 | TRADEWEB MKTS INC | 892672106 | 438,500 | $48.7M | 2.81% |
| 12 | CHIME FINL INC | 16935C109 | 1,270,744 | $25.6M | 1.48% |