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.
Portfolio value
$1.43 Billion
Technology: $986 Million
Consumer Cyclical: $283 Million
Financial Services: $110 Million
Communication Services: $54.1 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|