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 September 05, 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.

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

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $1.43 Billion
  • Prior Value $1.43 Billion
  • Filing
  • Period Q2 2025
  • Filing Date September 05, 2025
  • Form Type 13F-HR/A
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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