13F HOLDINGS REPORT
HMI Capital Management, L.P.
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001469026-26-000002
Total Value
$1.22B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NCINO INC | NCNO | 6,775,973 | $173.7M | 14.26% |
| 2 | GITLAB INC | GTLB | 4,289,081 | $161.0M | 13.21% |
| 3 | COUPANG INC | CPNG | 6,756,100 | $159.4M | 13.08% |
| 4 | CLEARWATER ANALYTICS HLDGS I | CWAN | 6,339,500 | $152.9M | 12.55% |
| 5 | TOAST INC | TOST | 4,303,483 | $152.8M | 12.54% |
| 6 | KLARNA GROUP PLC | KLAR | 4,452,097 | $128.7M | 10.57% |
| 7 | AMAZON COM INC | AMZN | 506,500 | $116.9M | 9.60% |
| 8 | FAIR ISAAC CORP | FICO | 47,050 | $79.5M | 6.53% |
| 9 | TRADEWEB MKTS INC | 892672106 | 532,000 | $57.2M | 4.70% |
| 10 | BLUE OWL CAPITAL INC | OWL | 2,412,457 | $36.0M | 2.96% |