13F-HR filed by HMI Capital Management, L.P.
HMI Capital Management, L.P. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 14 holding rows worth $712,363,252.
- Accession
- 0001469026-26-000005
- Filer
- CIK 1469026
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 14 entries on the cover page, a total value of $712,363,252 stated on the cover page (in dollars after the unit check, H1), rows summing to $712,363,252 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 |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 425,950 | $101,520,923 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 3,504,744 | $97,501,978 | dollars as filed | |
| NCINO INC | 63947X101 | COM | 4,990,713 | $81,598,157 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 4,415,300 | $76,693,761 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 165,300 | $61,660,206 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 455,400 | $45,385,164 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 91,500 | $42,010,395 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 416,100 | $41,310,408 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 58,800 | $34,157,508 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 118,600 | $33,407,248 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 162,800 | $32,574,652 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 143,400 | $26,461,602 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 1,500,000 | $26,055,000 | dollars as filed | call |
| APPFOLIO INC | 03783C100 | COM CL A | 75,000 | $12,026,250 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001469026-26-000005 | this filing | 2026-08-14 | acceptance time not in the bulk data set |