account_balance
Investment manager · 13F filer · SEC CIK 1469026
HMI Capital Management, L.P.
Reported value$686Mas of Jun 30, 2026
Positions13 6 new, 4 sold out
Top 10 weight89.6%AMZN alone is 15%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon Com Inc
14.8%Trimmed −20%
TOSTToast Inc
14.2%Trimmed −8%
NCNONcino Inc
11.9%Trimmed −26%
CPNGCoupang Inc
11.2%Trimmed −25%
MSFTMicrosoft Corp
9.0%Trimmed −8%
TWTradeweb MKTS Inc
6.6%
SPOTSpotify Technology S A
6.1%New
NOWServicenow Inc
6.0%Added +67%
AMDAdvanced Micro Devices Inc
5.0%New
LPLALPL Finl Hldgs Inc
4.9%New
NVDANvidia Corporation
4.7%New
DASHDoordash Inc
3.9%New
AMZNAmazon Com Inc
14.8%Trimmed −20%
TOSTToast Inc
14.2%Trimmed −8%
NCNO11.9%CPNG11.2%MSFTMicrosoft Corp
9.0%Trimmed −8%
TW6.6%SPOT6.1%NOW6.0%AMD5.0%LPLA4.9%NVDA4.7%DASH3.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMZN Amazon Com Inc 14.8% Trimmed −20%TOST Toast Inc 14.2% Trimmed −8%NCNO Ncino Inc 11.9% Trimmed −26%CPNG Coupang Inc 11.2% Trimmed −25%MSFT Microsoft Corp 9.0% Trimmed −8%TW Tradeweb MKTS Inc 6.6% HeldSPOT Spotify Technology S A 6.1% NewNOW Servicenow Inc 6.0% Added +67%AMD Advanced Micro Devices Inc 5.0% NewLPLA LPL Finl Hldgs Inc 4.9% NewNVDA Nvidia Corporation 4.7% NewDASH Doordash Inc 3.9% New
What changed