13F-HR filed by HMI Capital Management, L.P.
HMI Capital Management, L.P. filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 12 holding rows worth $1,731,932,791.
- Accession
- 0001469026-25-000007
- Filer
- CIK 1469026
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 12 entries on the cover page, a total value of $1,731,932,791 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,731,932,791 with VALUE read as dollars as filed, 13F file number 028-15224. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| GITLAB INC CLASS A COM | 37637K108 | Stock | 6,466,450 | $291,507,566 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 8,527,500 | $274,585,500 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 837,409 | $212,701,886 | dollars as filed | |
| NCINO INC | 63947X101 | COM | 6,775,973 | $183,696,628 | dollars as filed | |
| KLARNA GROUP PLC | G5279N105 | COMMON STOCK | 4,452,097 | $163,169,355 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 3,342,383 | $122,030,403 | dollars as filed | |
| NICE LTD SPONSORED ADR | 653656108 | ADR | 770,390 | $111,537,064 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 437,100 | $105,223,083 | dollars as filed | |
| CLEARWATER ANALYTICS HLDGS I | 185123106 | CL A | 5,361,200 | $96,608,824 | dollars as filed | |
| BLUE OWL CAPITAL INC COM CL A | 09581B103 | Stock | 5,704,480 | $96,576,846 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 438,500 | $48,664,730 | dollars as filed | |
| CHIME FINL INC COM SHS CL A | 16935C109 | Stock | 1,270,744 | $25,630,906 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001469026-25-000007 | this filing | 2025-11-14 | acceptance time not in the bulk data set |