HMI Capital Management, L.P.
13F filer · CIK 1469026 · San Francisco, CA
Summary
HMI Capital Management, L.P. reported $712.36M across 14 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are AMZN (14.3%), TOST (13.7%), NCNO (11.5%). Versus 2026 Q1, leaving options aside, it opened 6 new positions, added to 1, trimmed 6 and sold out of 4.
Reported value$712.36M
Positions14incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions6
Added1
Trimmed6
Sold out4
Top 13 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 14.3%Value $101.52MPrice $246.67Shares 426K -19.50%Since Jun 30 +3.50%
Weight 13.7%Value $97.50MPrice $30.38Shares 3.50M -8.13%Since Jun 30 +9.20%
Weight 11.5%Value $81.60MPrice $18.60Shares 4.99M -26.37%Since Jun 30 +13.76%
Weight 10.8%Value $76.69MPrice $13.75Shares 4.42M -24.92%Since Jun 30 -20.84%
Weight 8.7%Value $61.66MPrice $509.22Shares 165K -8.01%Since Jun 30 +36.51%
Weight 6.4%Value $45.39MPrice $100.77Shares 455K -1.79%Since Jun 30 +1.11%
Weight 5.9%Value $42.01MPrice $497.51Shares 92KSince Jun 30 +8.36%
Weight 5.8%Value $41.31MPrice $131.45Shares 416K +66.57%Since Jun 30 +32.40%
Weight 4.8%Value $34.16MPrice $607.57Shares 59KSince Jun 30 +4.59%
Weight 4.7%Value $33.41MPrice $312.68Shares 119KSince Jun 30 +11.01%
Weight 4.6%Value $32.57MPrice $228.86Shares 163KSince Jun 30 +14.38%
Weight 3.7%Value $26.46MPrice $178.39Shares 143KSince Jun 30 -3.33%
Weight 1.7%Value $12.03MPrice $195.82Shares 75KSince Jun 30 +22.12%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 14.3% | $101.52M | +3.50% | -19.50% | Trim | |
| 13.7% | $97.50M | +9.20% | -8.13% | Trim | |
| 11.5% | $81.60M | +13.76% | -26.37% | Trim | |
| 10.8% | $76.69M | -20.84% | -24.92% | Trim | |
| 8.7% | $61.66M | +36.51% | -8.01% | Trim | |
| 6.4% | $45.39M | +1.11% | -1.79% | Trim | |
| 5.9% | $42.01M | +8.36% | — | New | |
| 5.8% | $41.31M | +32.40% | +66.57% | Add | |
| 4.8% | $34.16M | +4.59% | — | New | |
| 4.7% | $33.41M | +11.01% | — | New | |
| 4.6% | $32.57M | +14.38% | — | New | |
| 3.7% | $26.46M | -3.33% | — | New | |
| 1.7% | $12.03M | +22.12% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.