HMI Capital Management as of Dec. 31, 2025
Portfolio Holdings for HMI Capital Management
HMI Capital Management holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ncino (NCNO) | 14.3 | $174M | 6.8M | 25.64 | |
| Gitlab Class A Com (GTLB) | 13.2 | $161M | 4.3M | 37.53 | |
| Coupang Cl A (CPNG) | 13.1 | $159M | 6.8M | 23.59 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 12.6 | $153M | 6.3M | 24.12 | |
| Toast Cl A (TOST) | 12.5 | $153M | 4.3M | 35.51 | |
| Klarna Group SHS (KLAR) | 10.6 | $129M | 4.5M | 28.91 | |
| Amazon (AMZN) | 9.6 | $117M | 507k | 230.82 | |
| Fair Isaac Corporation (FICO) | 6.5 | $80M | 47k | 1690.62 | |
| Tradeweb Mkts Cl A (TW) | 4.7 | $57M | 532k | 107.54 | |
| Blue Owl Capital Com Cl A (OWL) | 3.0 | $36M | 2.4M | 14.94 |
