HMI Capital Management, L.P. — 13F holdings

HMI Capital Management, L.P. reported 14 holdings worth $712M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CPNG COUPANG INC — $103M (14.4%)
2. AMZN AMAZON COM INC — $102M (14.3%)
3. TOST TOAST INC — $97.5M (13.7%)
4. NCNO NCINO INC — $81.6M (11.5%)
5. MSFT MICROSOFT CORP — $61.7M (8.7%)
6. TW TRADEWEB MKTS INC — $45.4M (6.4%)
7. SPOT SPOTIFY TECHNOLOGY S A — $42.0M (5.9%)
8. NOW ServiceNow Inc — $41.3M (5.8%)
9. AMD ADVANCED MICRO DEVICES INC — $34.2M (4.8%)
10. LPLA LPL FINL HLDGS INC — $33.4M (4.7%)