HMI Capital Management as of March 31, 2026
Portfolio Holdings for HMI Capital Management
HMI Capital Management holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupang Cl A (CPNG) | 14.7 | $111M | 5.9M | 18.88 | |
| Amazon (AMZN) | 14.6 | $110M | 529k | 208.27 | |
| Ncino (NCNO) | 13.5 | $102M | 6.8M | 14.98 | |
| Toast Cl A (TOST) | 13.4 | $101M | 3.8M | 26.51 | |
| Microsoft Corporation (MSFT) | 8.8 | $67M | 180k | 370.17 | |
| Gitlab Class A Com (GTLB) | 7.6 | $57M | 2.7M | 21.64 | |
| Tradeweb Mkts Cl A (TW) | 7.2 | $55M | 464k | 117.66 | |
| Klarna Group SHS (KLAR) | 7.2 | $54M | 4.1M | 13.09 | |
| Roblox Corp Cl A (RBLX) | 5.8 | $43M | 767k | 56.56 | |
| Fair Isaac Corporation (FICO) | 3.8 | $28M | 27k | 1067.54 | |
| Servicenow (NOW) | 3.5 | $26M | 250k | 104.55 |
