Investor Details
| Filer Name: | HMI CAPITAL MANAGEMENT, L.P. |
|---|---|
| CIK: | 1469026 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 10 |
| Portfolio Value: | $1.99B |
Hmi Capital Management, L.P. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NICE | US | NICE LTD - SPON ADR | 1,642,770 | $279M | 14.02% | 12.8% | - |
| CPNG | US | COUPANG INC | 11,662,498 | $256M | 12.88% | 4.2% | - |
| GTLB | US | GITLAB INC-CL A | 4,466,115 | $252M | 12.64% | -7.6% | - |
| RBLX | US | ROBLOX CORP -CLASS A | 4,327,596 | $250M | 12.58% | -14.0% | - |
| NCNO | US | NCINO INC | 6,773,778 | $227M | 11.43% | -14.0% | - |
| FLUT | US | FLUTTER ENTERTAINMENT PLC-DI | 833,809 | $215M | 10.83% | 172.9% | - |
| WDAY | US | WORKDAY INC-CLASS A | 747,085 | $193M | 9.68% | 10.2% | - |
| LPLA | US | LPL FINANCIAL HOLDINGS INC | 401,243 | $131M | 6.58% | -42.1% | - |
| TOST | US | TOAST INC-CLASS A | 3,299,143 | $120M | 6.04% | -63.6% | - |
| ZI | US | ZOOMINFO TECHNOLOGIES INC | 6,308,147 | $66M | 3.33% | -46.8% | - |