HMI Capital Management, L.P. - Portfolio Stock Holdings
HMI Capital Management, L.P. disclosed 17 stock positions in a recent SEC 13F filing. $686,308,253 of stock holdings were filed, with the largest holdings including AMZN, TOST, and NCNO. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $2,152,424,287 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.
Report Period:
June 30, 2026No. of Stocks:
17Est. Stock Holding Value:
$686,308,253Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - HMI Capital Management, L.P.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - HMI Capital Management, L.P.
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...