Hmi Capital Management, L.P. Top Holdings and 13F Report (2025) About Hmi Capital Management, L.P.Investment ActivityHmi Capital Management, L.P. has $1.99 billion in total holdings as of December 31, 2024.Hmi Capital Management, L.P. owns shares of 10 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 9.86% of the portfolio was purchased this quarter.About 42.74% of the portfolio was sold this quarter.This quarter, Hmi Capital Management, L.P. has purchased 14 new stocks and bought additional shares in 4 stocks.Hmi Capital Management, L.P. sold shares of 6 stocks and completely divested from 4 stocks this quarter.Largest Holdings NICE $279,008,057Coupang $256,341,706GitLab $251,665,580Roblox $250,394,705nCino $227,463,465 Largest Purchases this Quarter FLUTTER ENTMT PLC 528,309 shares (about $136.54M)NICE 186,600 shares (about $31.69M)Workday 69,050 shares (about $17.82M)Coupang 470,000 shares (about $10.33M) Largest Sales this Quarter Toast 5,775,279 shares (about $210.51M)LPL Financial 291,300 shares (about $95.11M)ZoomInfo Technologies 5,545,600 shares (about $58.28M)Roblox 705,100 shares (about $40.80M)nCino 1,100,000 shares (about $36.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHmi Capital Management, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNICENICE$279,008,057$31,692,144 ▲12.8%1,642,77014.0%Computer and TechnologyCPNGCoupang$256,341,706$10,330,600 ▲4.2%11,662,49812.9%Retail/WholesaleGTLBGitLab$251,665,580$20,675,548 ▼-7.6%4,466,11512.6%Computer and TechnologyRBLXRoblox$250,394,705$40,797,086 ▼-14.0%4,327,59612.6%Consumer DiscretionaryNCNOnCino$227,463,465$36,938,000 ▼-14.0%6,773,77811.4%Computer and TechnologyFLUTTER ENTMT PLC$215,497,936$136,541,461 ▲172.9%833,80910.8%SHSWDAYWorkday$192,770,343$17,816,972 ▲10.2%747,0859.7%Computer and TechnologyLPLALPL Financial$131,009,852$95,112,363 ▼-42.1%401,2436.6%FinanceTOSTToast$120,253,762$210,508,919 ▼-63.6%3,299,1436.0%Computer and TechnologyZIZoomInfo Technologies$66,298,625$58,284,256 ▼-46.8%6,308,1473.3%Computer and TechnologyBLOCK INC$0$199,363,748 ▼-100.0%00.0%CL AABNBAirbnb$0$79,972,219 ▼-100.0%00.0%Consumer DiscretionaryTKO GROUP HOLDINGS INC$0$60,046,978 ▼-100.0%00.0%CL AARESAres Management$0$49,163,156 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
