Hmi Capital Management, L.P. Portfolio Holdings
Hmi Capital Management, L.P.
- $1.43 Billion
- Q2 2025
Hmi Capital Management, L.P. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.43 Billion distributed in 10 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Coupang, Inc. with a value of $283M, Gitlab Inc. with a value of $264M, Nice Ltd. with a value of $228M, N Cino, Inc. with a value of $190M, and Workday, Inc. with a value of $178M.
Examining the 13F form we can see an decrease of $169M in the current position value, from $1.6B to 1.43B.
Hmi Capital Management, L.P. is based out at San Francisco, CA
Below you can find more details about Hmi Capital Management, L.P. portfolio as well as his latest detailed transactions.