Hmi Capital Management, L.p. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Hmi Capital Management, L.p.

CIK Number: 0001469026

1.76B
Market Value
10
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Sep 5, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 FLUT Flutter Enterta...
249.50
-1.16% 998.21K -1.67% 285.25M 245.49 16.19% Share
2 CPNG Coupang, Inc.
32.58
+0.45% 9.46M -16.87% 283.42M 18.53 16.09% Share
3 GTLB GitLab Inc.
46.49
+5.40% 5.86M +32.29% 264.28M 46.06 15.00% Share
4 NICE NICE Ltd.
138.21
-0.7% 1.35M -14.45% 228.46M 171.13 12.97% Share
5 NCNO nCino, Inc.
25.88
-1.03% 6.78M +0.03% 189.52M 38.06 10.76% Share
6 WDAY Workday, Inc.
232.10
-0.05% 743.09K -0.54% 178.34M 229.27 10.12% Share
7 TOST Toast, Inc.
36.11
+1.43% 2.82M -45.8% 124.91M 28.38 7.09% Share
8 OWL Blue Owl Capita...
16.05
-0.56% 5.7M +276.76% 109.58M 19.43 6.22% Share
9 RBLX Roblox Corporat...
133.52
-0.41% 514.09K -86.94% 54.08M 41.55 3.07% Share
10 CHYM Chime Financial...
20.99
+4.95% 1.27M +100.00% 43.85M 34.51 2.49% Share