HMI Capital Management as of Dec. 31, 2024
Portfolio Holdings for HMI Capital Management
HMI Capital Management holds 10 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nice Sponsored Adr (NICE) | 14.0 | $279M | 1.6M | 169.84 | |
| Coupang Cl A (CPNG) | 12.9 | $256M | 12M | 21.98 | |
| Gitlab Class A Com (GTLB) | 12.6 | $252M | 4.5M | 56.35 | |
| Roblox Corp Cl A (RBLX) | 12.6 | $250M | 4.3M | 57.86 | |
| Ncino (NCNO) | 11.4 | $228M | 6.8M | 33.58 | |
| Flutter Entmt SHS (FLUT) | 10.8 | $216M | 834k | 258.45 | |
| Workday Cl A (WDAY) | 9.7 | $193M | 747k | 258.03 | |
| Lpl Financial Holdings (LPLA) | 6.6 | $131M | 401k | 326.51 | |
| Toast Cl A (TOST) | 6.0 | $120M | 3.3M | 36.45 | |
| Zoominfo Technologies Common Stock (GTM) | 3.3 | $66M | 6.3M | 10.51 |
