HMI Capital Management, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICROSOFT CORP(MSFT) | 0 | 179,700 | +179,700 | 0 | 66,519,549 | 8.82% | +66,519,549 |
| ROBLOX CORP(RBLX) | 0 | 767,300 | +767,300 | 0 | 43,398,488 | 5.75% | +43,398,488 |
| SERVICENOW INC(NOW) | 0 | 249,800 | +249,800 | 0 | 26,116,590 | 3.46% | +26,116,590 |
| TRADEWEB MKTS INC(TW) | 0 | 463,700 | +463,700 | 0 | 54,558,942 | 7.23% | +54,558,942 |
| AMAZON COM INC(AMZN) | 0 | 529,150 | +529,150 | 0 | 110,206,071 | 14.61% | +110,206,071 |
| BLUE OWL CAPITAL INC(OBDC) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| COUPANG INC(CPNG) | 0 | 5,881,100 | +5,881,100 | 0 | 111,035,168 | 14.72% | +111,035,168 |
| FAIR ISAAC CORP(FICO) | 0 | 26,600 | +26,600 | 0 | 28,396,564 | 3.76% | +28,396,564 |
| TOAST INC(TOST) | 0 | 3,814,983 | +3,814,983 | 0 | 101,135,199 | 13.41% | +101,135,199 |
| NCINO INC(NCNO) | 0 | 6,778,028 | +6,778,028 | 0 | 101,534,859 | 13.46% | +101,534,859 |
| KLARNA GROUP PLC(KLAR) | 0 | 4,123,719 | +4,123,719 | 0 | 53,979,482 | 7.16% | +53,979,482 |
| GITLAB INC(GTLB) | 0 | 2,651,677 | +2,651,677 | 0 | 57,382,290 | 7.61% | +57,382,290 |
| CLEARWATER ANALYTICS HLDGS I(CWAN) | 0 | 0 | 0 | 0 | 0 | — | 0 |