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Disclosery

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

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

HMI Capital Management, L.P. held 455,400 TW 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 455,400 shares
    Change vs previous 13F -8,300 shares

    6.61% of the 13F portfolio, value $45,385,164.

    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 463,700 shares
    Change vs previous 13F -68,300 shares

    7.23% of the 13F portfolio, value $54,558,942.

    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 532,000 shares
    Change vs previous 13F +93,500 shares

    4.7% of the 13F portfolio, value $57,211,280.

    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 438,500 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $48,664,730.

    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).