Hmi Capital Management, L.P. Portfolio Holdings by Sector
Hmi Capital Management, L.P.
- $2.51 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
GTLB NCNO ZI WDAY CRM NICE 6 stocks |
$1.18 Million
47.02% of portfolio
|
  5  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
TOST SQ 2 stocks |
$433,218
17.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$277,207
11.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
CPNG 1 stocks |
$271,195
10.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
LPLA 1 stocks |
$159,101
6.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
ARES 1 stocks |
$116,319
4.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$71,463
2.85% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|