HMI Capital Management, L.P. Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$2.4T
Holdings
14
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPNGCOUPANG INC | 11,192,498 | $274.8B | 11.38% | |
| 2 | TOSTTOAST INC | 9,074,422 | $256.9B | 10.64% | |
| 3 | NSYNICE LTD | 1,456,170 | $252.9B | 10.47% | |
| 4 | GTLBGITLAB INC | 4,833,028 | $249.1B | 10.31% | |
| 5 | NCNONCINO INC | 7,873,778 | $248.7B | 10.30% | |
| 6 | RBLXROBLOX CORP | 5,032,696 | $222.7B | 9.22% | |
| 7 | XYZBLOCK INC | 2,969,816 | $199.4B | 8.25% | |
| 8 | WDAYWORKDAY INC | 678,035 | $165.7B | 6.86% | |
| 9 | LPLALPL FINL HLDGS INC | 692,543 | $161.1B | 6.67% | |
| 10 | GTMZOOMINFO TECHNOLOGIES INC | 11,853,747 | $122.3B | 5.06% | |
| 11 | ABNBAIRBNB INC | 630,646 | $80.0B | 3.31% | |
| 12 | FLUTFLUTTER ENTMT PLC | 305,500 | $72.5B | 3.00% | |
| 13 | TKOTKO GROUP HOLDINGS INC | 485,385 | $60.0B | 2.49% | |
| 14 | ARESARES MANAGEMENT CORPORATION | 315,472 | $49.2B | 2.04% |