HMI Capital Management as of June 30, 2026
Portfolio Holdings for HMI Capital Management
HMI Capital Management holds 13 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupang Cl A (CPNG) | 14.4 | $103M | 5.9M | 17.37 | |
| Amazon (AMZN) | 14.3 | $102M | 426k | 238.34 | |
| Toast Cl A (TOST) | 13.7 | $98M | 3.5M | 27.82 | |
| Ncino (NCNO) | 11.5 | $82M | 5.0M | 16.35 | |
| Microsoft Corporation (MSFT) | 8.7 | $62M | 165k | 373.02 | |
| Tradeweb Mkts Cl A (TW) | 6.4 | $45M | 455k | 99.66 | |
| Spotify Technology S A SHS (SPOT) | 5.9 | $42M | 92k | 459.13 | |
| Servicenow (NOW) | 5.8 | $41M | 416k | 99.28 | |
| Advanced Micro Devices (AMD) | 4.8 | $34M | 59k | 580.91 | |
| Lpl Financial Holdings (LPLA) | 4.7 | $33M | 119k | 281.68 | |
| NVIDIA Corporation (NVDA) | 4.6 | $33M | 163k | 200.09 | |
| Doordash Cl A (DASH) | 3.7 | $27M | 143k | 184.53 | |
| Appfolio Com Cl A (APPF) | 1.7 | $12M | 75k | 160.35 |
