HMI Capital Management as of Sept. 30, 2025
Portfolio Holdings for HMI Capital Management
HMI Capital Management holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gitlab Class A Com (GTLB) | 16.8 | $292M | 6.5M | 45.08 | |
| Coupang Cl A (CPNG) | 15.9 | $275M | 8.5M | 32.20 | |
| Flutter Entmt SHS (FLUT) | 12.3 | $213M | 837k | 254.00 | |
| Ncino (NCNO) | 10.6 | $184M | 6.8M | 27.11 | |
| Klarna Group SHS (KLAR) | 9.4 | $163M | 4.5M | 36.65 | |
| Toast Cl A (TOST) | 7.0 | $122M | 3.3M | 36.51 | |
| Nice Sponsored Adr (NICE) | 6.4 | $112M | 770k | 144.78 | |
| Workday Cl A (WDAY) | 6.1 | $105M | 437k | 240.73 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 5.6 | $97M | 5.4M | 18.02 | |
| Blue Owl Capital Com Cl A (OWL) | 5.6 | $97M | 5.7M | 16.93 | |
| Tradeweb Mkts Cl A (TW) | 2.8 | $49M | 439k | 110.98 | |
| Chime Finl Com Shs Cl A (CHYM) | 1.5 | $26M | 1.3M | 20.17 |
