Holders — by stockHoldings — by fund
HMI Capital Management, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001469026
$712.4M
disclosed book value
13
positions
14.3%
largest position share
Positions, as of 2026-06-30
top 14 of 13 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 425,950 | $101.5M | 14.3% |
| 2 | TOSTTOAST INC | 3.5M | $97.5M | 13.7% |
| 3 | NCNONCINO INC | 5.0M | $81.6M | 11.5% |
| 4 | CPNGCOUPANG INC | 4.4M | $76.7M | 10.8% |
| 5 | MSFTMICROSOFT CORP | 165,300 | $61.7M | 8.7% |
| 6 | TWTRADEWEB MKTS INC | 455,400 | $45.4M | 6.4% |
| 7 | SPOTIFY TECHNOLOGY S A | 91,500 | $42.0M | 5.9% |
| 8 | NOWSERVICENOW INC | 416,100 | $41.3M | 5.8% |
| 9 | AMDADVANCED MICRO DEVICES INC | 58,800 | $34.2M | 4.8% |
| 10 | LPLALPL FINL HLDGS INC | 118,600 | $33.4M | 4.7% |
| 11 | NVDANVIDIA CORPORATION | 162,800 | $32.6M | 4.6% |
| 12 | DASHDOORDASH INC | 143,400 | $26.5M | 3.7% |
| 13 | CPNGCOUPANG INCCALL | 1.5M | $26.1M | 3.7% |
| 14 | APPFAPPFOLIO INC | 75,000 | $12.0M | 1.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.