HMI Capital Management, L.P.
CIK: 1469026
Last 13F
Aug 14, 2026
Next 13F
Nov 16, 2026 · in 7 days
Options Notional
$26.05M
Holdings (13)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- AMZN
AMAZON COM INC
$101.52M
425,950 sh14.79%-19.5% - TOST
TOAST INC
$97.5M
3.50M sh14.21%-8.1% - NCNO
NCINO INC
$81.6M
4.99M sh11.89%-26.4% - CPNG
COUPANG INC
$76.69M
4.42M sh11.17%-24.9% - MSFT
MICROSOFT CORP
$61.66M
165,300 sh8.98%-8.0% - TW
TRADEWEB MKTS INC
$45.39M
455,400 sh6.61%-1.8% - SPOT
SPOTIFY TECHNOLOGY S A
$42.01M
91,500 sh6.12%New - NOW
SERVICENOW INC
$41.31M
416,100 sh6.02%+66.6% - AMD
ADVANCED MICRO DEVICES INC
$34.16M
58,800 sh4.98%New - LPLA
LPL FINL HLDGS INC
$33.41M
118,600 sh4.87%New - NVDA
NVIDIA CORPORATION
$32.57M
162,800 sh4.75%New - DASH
DOORDASH INC
$26.46M
143,400 sh3.86%New - APPF
APPFOLIO INC
$12.03M
75,000 sh1.75%New
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 AMZN AMAZON COM INC | 425,950 | $101.52M | -19.5% | 14.79% | Q2 2026 |
 TOST TOAST INC | 3.50M | $97.5M | -8.1% | 14.21% | Q2 2026 |
 NCNO NCINO INC | 4.99M | $81.6M | -26.4% | 11.89% | Q2 2026 |
 CPNG COUPANG INC | 4.42M | $76.69M | -24.9% | 11.17% | Q2 2026 |
 MSFT MICROSOFT CORP | 165,300 | $61.66M | -8.0% | 8.98% | Q2 2026 |
 TW TRADEWEB MKTS INC | 455,400 | $45.39M | -1.8% | 6.61% | Q2 2026 |
 SPOT SPOTIFY TECHNOLOGY S A | 91,500 | $42.01M | New | 6.12% | Q2 2026 |
 NOW SERVICENOW INC | 416,100 | $41.31M | +66.6% | 6.02% | Q2 2026 |
 AMD ADVANCED MICRO DEVICES INC | 58,800 | $34.16M | New | 4.98% | Q2 2026 |
 LPLA LPL FINL HLDGS INC | 118,600 | $33.41M | New | 4.87% | Q2 2026 |
 NVDA NVIDIA CORPORATION | 162,800 | $32.57M | New | 4.75% | Q2 2026 |
 DASH DOORDASH INC | 143,400 | $26.46M | New | 3.86% | Q2 2026 |
 APPF APPFOLIO INC | 75,000 | $12.03M | New | 1.75% | Q2 2026 |
1-13 of 13 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About HMI Capital Management, L.P.
HMI Capital Management, L.P. is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1469026). Signal8 holds 22 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 13 securities, not counting options, up from 11 in Q1 2026.
Its five largest reported positions, in order, are AMAZON COM INC (AMZN), TOAST INC (TOST), NCINO INC (NCNO), COUPANG INC (CPNG) and MICROSOFT CORP (MSFT). The next five are TRADEWEB MKTS INC (TW), SPOTIFY TECHNOLOGY S A (SPOT), SERVICENOW INC (NOW), ADVANCED MICRO DEVICES INC (AMD) and LPL FINL HLDGS INC (LPLA).
Recent 13F filings by HMI Capital Management, L.P.
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 13 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 11 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 10 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 12 securities.
- Q2 2025: 13F-HR/A filed Sep 5, 2025, listing 10 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 10 securities.