SEC Form 13F

HMI Capital Management, L.P. 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$712,363,252
Positions14

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMAZON COM INCAMZNCOM$101,520,923425,950
TOAST INCTOSTCL A$97,501,9783,504,744
NCINO INCNCNOCOM$81,598,1574,990,713
COUPANG INCCPNGCL A$76,693,7614,415,300
MICROSOFT CORPMSFTCOM$61,660,206165,300
TRADEWEB MKTS INCTWCL A$45,385,164455,400
SPOTIFY TECHNOLOGY S ASPOTSHS$42,010,39591,500
SERVICENOW INCNOWCOM$41,310,408416,100
ADVANCED MICRO DEVICES INCAMDCOM$34,157,50858,800
LPL FINL HLDGS INCLPLACOM$33,407,248118,600

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page