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

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

HMI Capital Management, L.P. held 3,504,744 TOST 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 3,504,744 shares
    Change vs previous 13F -310,239 shares

    14.21% of the 13F portfolio, value $97,501,978.

    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 3,814,983 shares
    Change vs previous 13F -488,500 shares

    13.41% of the 13F portfolio, value $101,135,199.

    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 4,303,483 shares
    Change vs previous 13F +961,100 shares

    12.54% of the 13F portfolio, value $152,816,681.

    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 3,342,383 shares
    Change vs previous 13F +522,200 shares

    7.05% of the 13F portfolio, value $122,030,403.

    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 2,820,183 shares
    Change vs previous 13F -2,383,000 shares

    7.09% of the 13F portfolio, value $124,905,905.

    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 5,203,183 shares
    Change vs previous 13F +1,904,040 shares

    9.4% of the 13F portfolio, value $172,589,580.

    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 3,299,143 shares
    Change vs previous 13F -5,775,279 shares

    6.04% of the 13F portfolio, value $120,253,762.

    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 9,074,422 shares
    Change vs previous 13F not available

    10.64% of the 13F portfolio, value $256,896,887.

    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).