13F-HR filed by HMI Capital Management, L.P.

HMI Capital Management, L.P. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 10 holding rows worth $1,218,224,491.

Accession: 0001469026-26-000002
Filer: CIK 1469026
Filed: 2026-02-17
Accepted by EDGAR: acceptance time not in the bulk data set
Ingested: 2026-10-07 03:01:36 UTC
Source: SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 10 entries on the cover page, a total value of $1,218,224,491 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,218,224,491 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
NCINO INC	63947X101	COM	6,775,973	$173,735,948	dollars as filed
GITLAB INC CLASS A COM	37637K108	Stock	4,289,081	$160,969,210	dollars as filed
COUPANG INC	22266T109	CL A	6,756,100	$159,376,399	dollars as filed
CLEARWATER ANALYTICS HLDGS I	185123106	CL A	6,339,500	$152,908,740	dollars as filed
TOASTINCCLASSCLASSA	888787108	STOK	4,303,483	$152,816,681	dollars as filed
KLARNA GROUP PLC	G5279N105	COMMON STOCK	4,452,097	$128,710,124	dollars as filed
Amazon.com, Inc	023135106	COM	506,500	$116,910,330	dollars as filed
FAIR ISAAC CORP COM	303250104	Stock	47,050	$79,543,671	dollars as filed
TRADEWEB MKTS INC CL A	892672106	Stock	532,000	$57,211,280	dollars as filed
BLUE OWL CAPITAL INC COM CL A	09581B103	Stock	2,412,457	$36,042,108	dollars as filed

Amendment chain

Filing	Role	Filed	Accepted	Ingested
13F-HR 0001469026-26-000002	this filing	2026-02-17	acceptance time not in the bulk data set	2026-10-07 03:01:36 UTC