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Disclosery

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

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

HMI Capital Management, L.P. held 416,100 NOW 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 416,100 shares
    Change vs previous 13F +166,300 shares

    6.02% of the 13F portfolio, value $41,310,408.

    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 249,800 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $26,116,590.

    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).