HMI Capital Management, L.P.

13F Portfolio Filings

Most recent 13F
Q2 2026
13D/G filings
13D on 1 security
Location
San Francisco, CA
CIK
0001469026
Alternate names
HMI Capital, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 14 712,363 AMZN, TOST, NCNO, CPNG 13F-HR 8/14/2026 000146902626000005
Q1 2026 11 754,263 CPNG, AMZN, NCNO, TOST 13F-HR 5/15/2026 000146902626000004
Q4 2025 10 1,218,224 NCNO, GTLB, CPNG, CWAN 13F-HR 2/17/2026 000146902626000002
Q3 2025 12 1,731,932 GTLB, CPNG, FLUT, NCNO 13F-HR 11/14/2025 000146902625000007
Q2 2025 10 1,761,703 FLUT, CPNG, GTLB, NICE RESTATEMENT 9/5/2025 000108514625005720
Q1 2025 12 1,837,011 CPNG, NICE, RBLX, FLUT 13F-HR 5/15/2025 000108514625003236
Q4 2024 10 1,990,704 NICE, CPNG, GTLB, RBLX 13F-HR 2/14/2025 000146902625000002
Q3 2024 14 2,415,330 CPNG, TOST, NICE, GTLB 13F-HR 11/14/2024 000146902624000010
Q2 2024 14 2,627,227 RBLX, CPNG, GTLB, TOST 13F-HR 8/14/2024 000146902624000008
Q1 2024 15 2,718,334 TOST, GTM, GTLB, XYZ 13F-HR 5/15/2024 000146902624000007
Q4 2023 12 2,306,299 RBLX, TOST, GTLB, NCNO 13F-HR 2/14/2024 000146902624000002
Q3 2023 12 2,603,534 NEWR, GTLB, TOST, NCNO 13F-HR 11/14/2023 000146902623000015
Q2 2023 13 2,815,530 GTLB, TOST, NEWR, ARES 13F-HR 8/14/2023 000146902623000013
Q1 2023 13 2,559,844 NEWR, ARES, TOST, DT 13F-HR 5/15/2023 000146902623000010
Q4 2022 14 2,338,894 NEWR, TOST, ARES, DT 13F-HR 2/14/2023 000146902623000002
Q3 2022 15 2,655,179 NEWR, NCNO, TOST, DT 13F-HR 11/14/2022 000146902622000015
Q2 2022 14 2,489,972 DT, NEWR, NCNO, MQ 13F-HR 8/15/2022 000146902622000013
Q1 2022 13 3,429,089 SAIL, XYZ, NEWR, NCNO 13F-HR 5/16/2022 000146902622000011
Q4 2021 11 3,659,840 NEWR, SAIL, NCNO, ARES 13F-HR 2/14/2022 000146902622000008
Q3 2021 12 3,334,980 ARES, NCNO, NEWR, SAIL 13F-HR 11/15/2021 000146902621000013
Q2 2021 14 3,193,251 SAIL, DT, ARES, NEWR 13F-HR 8/16/2021 000146902621000011
Q1 2021 11 2,803,998 META, NEWR, ARES, DT 13F-HR 5/17/2021 000146902621000008
Q4 2020 12 2,485,411 SAIL, ARES, NEWR, DT 13F-HR 2/17/2021 000146902621000004
Q3 2020 13 2,413,334 XYZ, GOOG, ARES, NEWR 13F-HR 11/16/2020 000146902620000011
Q2 2020 13 2,096,359 CRM, GOOG, NEWR, XYZ 13F-HR 8/14/2020 000146902620000005
Q1 2020 12 1,507,591 CRM, GOOG, BX, CARG 13F-HR 5/15/2020 000146902620000004
Q4 2019 10 1,253,833 CRM, GOOG, CARG, ADSK 13F-HR 2/13/2020 000146902620000001
Q3 2019 6 806,097 CRM, GOOG, CARG, ADSK RESTATEMENT 11/18/2019 000146902619000007
Q2 2019 8 982,441 DATA, APO, GOOG, BX 13F-HR 8/12/2019 000117266119001666
Q1 2019 7 845,827 APO, DATA, ELLI, GOOG 13F-HR 5/13/2019 000117266119001173
Q4 2018 11 877,266 DATA, APO, ELLI, ADSK 13F-HR 2/12/2019 000117266119000410
Q3 2018 9 782,552 APO, DATA, BX, EQIX 13F-HR 11/13/2018 000117266118001995
Q2 2018 9 802,701 APO, DATA, EQIX, ADSK 13F-HR 8/13/2018 000117266118001507
Q1 2018 9 766,241 APO, EQIX, DATA, BX RESTATEMENT 5/14/2018 000117266118001086
Q4 2017 9 864,905 APO, SMLP, EQIX, DATA 13F-HR 2/12/2018 000117266118000375
Q3 2017 8 725,821 APO, SMLP, DATA, LPLA 13F-HR 11/13/2017 000117266117001965
Q2 2017 8 636,103 SMLP, APO, DATA, LPLA 13F-HR 8/10/2017 000117266117001527
Q1 2017 8 626,377 SMLP, APO, DATA, ADSK 13F-HR 5/12/2017 000117266117001031
Q4 2016 9 640,333 SMLP, LPLA, APO, DATA 13F-HR 2/13/2017 000117266117000390
Q3 2016 9 600,685 SMLP, APO, LPLA, ADSK 13F-HR 11/10/2016 000117266116004134
Q2 2016 9 530,564 SMLP, APO, ADSK, LPLA 13F-HR 8/12/2016 000117266116003714
Q1 2016 9 460,287 APO, ADSK, SMLP, LPLA 13F-HR 5/13/2016 000117266116003262
Q4 2015 6 404,932 LPLA, SMLP, EQIX, APO 13F-HR 2/12/2016 000117266116002589
Q3 2015 6 318,985 LPLA, EQIX, ADSK, NICE 13F-HR 11/13/2015 000117266115001922
Q2 2015 8 261,207 LPLA, EQIX, NICE, ADSK 13F-HR 8/12/2015 000117266115001465
Q1 2015 7 195,533 LPLA, NICE, ADSK, EQIX 13F-HR 5/12/2015 000117266115001013
Q4 2014 9 211,517 LPLA, NICE, EQIX, ADSK RESTATEMENT 2/12/2015 000146902615000002
Q3 2014 9 214,308 ADSK, LPLA, EQIX, NICE 13F-HR 11/12/2014 000146902614000008
Q2 2014 9 193,537 ADSK, LPLA, EQIX, SCOR 13F-HR 8/13/2014 000146902614000006
Q1 2014 9 180,668 LPLA, ORCL, NICE, ACIW 13F-HR 5/15/2014 000146902614000004
Q4 2013 8 143,474 ORCL, SCHW, NICE, SCOR 13F-HR 2/11/2014 000146902614000002
Additional filings from HMI Capital Management, L.P. that have since been restated

13D and 13G Filings

All 13D and 13G filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each security where the latest filing since 12/18/2024 is a 13D, newest first.

Issuer % of Class Filed
Under 5%, checked the "5 percent or less" box, or amended by a later filing (1)
nCino, Inc. 13D/A
NCNO · 63947X101
 4.6% 6/30/2026
Event 6/26/2026