HMI Capital Management as of June 30, 2025
Portfolio Holdings for HMI Capital Management
HMI Capital Management holds 10 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Flutter Entmt SHS (FLUT) | 16.2 | $285M | 998k | 285.76 | |
| Coupang Cl A (CPNG) | 16.1 | $283M | 9.5M | 29.96 | |
| Gitlab Class A Com (GTLB) | 15.0 | $264M | 5.9M | 45.11 | |
| Nice Sponsored Adr (NICE) | 13.0 | $229M | 1.4M | 168.91 | |
| Ncino (NCNO) | 10.8 | $190M | 6.8M | 27.97 | |
| Workday Cl A (WDAY) | 10.1 | $178M | 743k | 240.00 | |
| Toast Cl A (TOST) | 7.1 | $125M | 2.8M | 44.29 | |
| Blue Owl Capital Com Cl A (OWL) | 6.2 | $110M | 5.7M | 19.21 | |
| Roblox Corp Cl A (RBLX) | 3.1 | $54M | 514k | 105.20 | |
| Chime Finl Com Shs Cl A (CHYM) | 2.5 | $44M | 1.3M | 34.51 |
