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HMI Capital Management, L.P.: CPNG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HMI Capital Management, L.P. on CPNG, newest first. How the timeline and the estimate are built.

HMI Capital Management, L.P. held 4,415,300 CPNG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,415,300 shares
    Change vs previous 13F -1,465,800 shares

    11.17% of the 13F portfolio, value $76,693,761.

    13F-HR 0001469026-26-000005 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,881,100 shares
    Change vs previous 13F -875,000 shares

    14.72% of the 13F portfolio, value $111,035,168.

    13F-HR 0001469026-26-000004 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,756,100 shares
    Change vs previous 13F -1,771,400 shares

    13.08% of the 13F portfolio, value $159,376,399.

    13F-HR 0001469026-26-000002 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,527,500 shares
    Change vs previous 13F -932,500 shares

    15.85% of the 13F portfolio, value $274,585,500.

    13F-HR 0001469026-25-000007 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 9,460,000 shares
    Change vs previous 13F -1,919,652 shares

    16.09% of the 13F portfolio, value $283,421,600.

    13F-HR/A 0001085146-25-005720 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,379,652 shares
    Change vs previous 13F -282,846 shares

    13.58% of the 13F portfolio, value $249,555,768.

    13F-HR 0001085146-25-003236 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,662,498 shares
    Change vs previous 13F +470,000 shares

    12.88% of the 13F portfolio, value $256,341,706.

    13F-HR 0001469026-25-000002 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,192,498 shares
    Change vs previous 13F not available

    11.38% of the 13F portfolio, value $274,775,826.

    13F-HR 0001469026-24-000010 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).