HMI Capital Management, L.P. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, HMI Capital Management, L.P. held in its portfolio 10 assets valued at $1,218,224,491 (i.e. $1.22B).

The most valuable assets in the portfolio included: NCINO INC ($173.74M), GITLAB INC ($160.97M), and COUPANG INC ($159.38M).

The chart below shows the top 10 valuable assets, and the table below shows the top 10 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in HMI Capital Management, L.P. Portfolio

NCINO INC

GITLAB INC

COUPANG INC

CLEARWATER ANALYTICS HLDGS I

TOAST INC

KLARNA GROUP PLC

AMAZON COM INC

FAIR ISAAC CORP

TRADEWEB MKTS INC

BLUE OWL CAPITAL INC

HMI Capital Management, L.P. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
NCINO INC	6775973	173735948	COM
GITLAB INC	4289081	160969210	CLASS A COM
COUPANG INC	6756100	159376399	CL A
CLEARWATER ANALYTICS HLDGS I	6339500	152908740	CL A
TOAST INC	4303483	152816681	CL A
KLARNA GROUP PLC	4452097	128710124	SHS
AMAZON COM INC	506500	116910330	COM
FAIR ISAAC CORP	47050	79543671	COM
TRADEWEB MKTS INC	532000	57211280	CL A
BLUE OWL CAPITAL INC	2412457	36042108	COM CL A