13F-HR filed by HMI Capital Management, L.P.
HMI Capital Management, L.P. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 11 holding rows worth $754,263,202.
- Accession
- 0001469026-26-000004
- Filer
- CIK 1469026
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 11 entries on the cover page, a total value of $754,263,202 stated on the cover page (in dollars after the unit check, H1), rows summing to $754,263,202 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 |
|---|---|---|---|---|---|---|
| COUPANG INC | 22266T109 | CL A | 5,881,100 | $111,035,168 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 529,150 | $110,206,071 | dollars as filed | |
| NCINO INC | 63947X101 | COM | 6,778,028 | $101,534,859 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 3,814,983 | $101,135,199 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 179,700 | $66,519,549 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 2,651,677 | $57,382,290 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 463,700 | $54,558,942 | dollars as filed | |
| KLARNA GROUP PLC | G5279N105 | COMMON STOCK | 4,123,719 | $53,979,482 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 767,300 | $43,398,488 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 26,600 | $28,396,564 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 249,800 | $26,116,590 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001469026-26-000004 | this filing | 2026-05-15 | acceptance time not in the bulk data set |