Notify me when HMI Capital Management, L.P. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 10 | $1,218,224,491 | +$264,234,248 | -$627,779,748 | -$363,545,500 | NCNO, GTLB, CPNG, CWAN, TOST | 13F-HR | 17 Feb 2026, 11:00 |
| Q3 2025 | 12 | $1,731,932,791 | +$354,909,137 | -$282,899,336 | +$72,009,801 | GTLB, CPNG, FLUT, NCNO, KLAR | 13F-HR | 14 Nov 2025, 12:31 |
| Q2 2025 | 10 | $1,761,703,575 | +$188,926,081 | -$685,199,381 | -$496,273,300 | FLUT, CPNG, GTLB, NICE, NCNO | Restatement | 05 Sep 2025, 14:57 |
| Q1 2025 | 12 | $1,837,011,344 | +$157,628,967 | -$144,071,691 | +$13,557,276 | CPNG, NICE, RBLX, FLUT, GTLB | 13F-HR | 15 May 2025, 11:11 |
| Q4 2024 | 10 | $1,990,704,031 | +$196,381,177 | -$850,862,273 | -$654,481,096 | NICE, CPNG, GTLB, RBLX, NCNO | 13F-HR | 14 Feb 2025, 12:42 |
| Q3 2024 | 14 | $2,415,330,414 | +$270,783,465 | -$600,866,583 | -$330,083,118 | CPNG, TOST, NICE, GTLB, NCNO | 13F-HR | 14 Nov 2024, 12:09 |
| Q2 2024 | 14 | $2,627,227,453 | +$481,960,778 | -$397,748,876 | +$84,211,902 | RBLX, CPNG, GTLB, TOST, NCNO | 13F-HR | 14 Aug 2024, 11:21 |
| Q1 2024 | 15 | $2,718,334,934 | +$498,448,217 | -$189,671,368 | +$308,776,849 | TOST, ZI, GTLB, SQ, NCNO | 13F-HR | 15 May 2024, 12:15 |
| Q4 2023 | 12 | $2,306,299,399 | +$123,013,679 | -$920,295,973 | -$797,282,294 | RBLX, TOST, GTLB, NCNO, ZI | 13F-HR | 14 Feb 2024, 10:32 |
| Q3 2023 | 12 | $2,603,534,895 | +$247,834,299 | -$246,952,798 | +$881,501 | NEWR, GTLB, TOST, NCNO, ZI | 13F-HR | 14 Nov 2023, 10:42 |
| Q2 2023 | 13 | $2,815,530,355 | +$309,083,777 | -$267,851,640 | +$41,232,137 | GTLB, TOST, NEWR, ARES, ZI | 13F-HR | 14 Aug 2023, 11:48 |
| Q1 2023 | 13 | $2,559,844,513 | +$365,109,416 | -$346,035,966 | +$19,073,450 | NEWR, ARES, TOST, DT, SQ | 13F-HR | 15 May 2023, 12:40 |
| Q4 2022 | 14 | $2,338,894,086 | +$78,991,233 | -$481,591,504 | -$402,600,271 | NEWR, TOST, ARES, DT, SQ | 13F-HR | 14 Feb 2023, 12:31 |
| Q3 2022 | 15 | $2,655,179,000 | +$136,981,147 | -$41,578,716 | +$95,402,431 | NEWR, NCNO, TOST, DT, ARES | 13F-HR | 14 Nov 2022, 13:32 |
| Q2 2022 | 14 | $2,489,972,000 | +$607,523,444 | -$468,664,000 | +$138,859,444 | DT, NEWR, NCNO, MQ, ARES | 13F-HR | 15 Aug 2022, 13:08 |
| Q1 2022 | 13 | $3,429,089,000 | +$1,227,789,609 | -$734,140,864 | +$493,648,745 | SAIL, SQ, NEWR, NCNO, DT | 13F-HR | 16 May 2022, 13:30 |
| Q4 2021 | 11 | $3,659,840,000 | +$988,124,305 | -$761,885,130 | +$226,239,175 | NEWR, SAIL, NCNO, ARES, SQ | 13F-HR | 14 Feb 2022, 16:48 |
| Q3 2021 | 12 | $3,334,980,000 | +$416,373,370 | -$357,670,616 | +$58,702,754 | ARES, NCNO, NEWR, SAIL, DT | 13F-HR | 15 Nov 2021, 16:17 |
| Q2 2021 | 14 | $3,193,251,000 | +$459,937,362 | -$362,717,975 | +$97,219,387 | SAIL, DT, ARES, NEWR, META | 13F-HR | 16 Aug 2021, 14:19 |
| Q1 2021 | 11 | $2,803,998,000 | +$488,928,781 | -$267,347,341 | +$221,581,440 | META, NEWR, ARES, DT, SAIL | 13F-HR | 17 May 2021, 18:58 |
| Q4 2020 | 12 | $2,485,411,000 | +$451,348,647 | -$777,281,540 | -$325,932,893 | SAIL, ARES, NEWR, DT, GOOG | 13F-HR | 16 Feb 2021, 17:48 |
| Q3 2020 | 13 | $2,413,334,000 | +$412,500,658 | -$299,415,016 | +$113,085,642 | SQ, GOOG, ARES, NEWR, MA | 13F-HR | 13 Nov 2020, 18:17 |
| Q2 2020 | 13 | $2,096,359,000 | +$249,039,269 | -$293,647,361 | -$44,608,092 | CRM, GOOG, NEWR, SQ, BX | 13F-HR | 14 Aug 2020, 12:45 |
| Q1 2020 | 12 | $1,507,591,000 | +$585,039,116 | -$67,827,569 | +$517,211,547 | CRM, GOOG, BX, CARG, NEWR | 13F-HR | 14 May 2020, 19:39 |
| Q4 2019 | 10 | $1,253,833,000 | +$342,635,099 | $0 | +$342,635,099 | CRM, GOOG, CARG, ADSK, BX | 13F-HR | 13 Feb 2020, 17:30 |
| Q3 2019 | 6 | $806,097,000 | +$443,466,241 | -$626,031,000 | -$182,564,759 | CRM, GOOG, CARG, ADSK, BX | Restatement | 18 Nov 2019, 17:16 |
| Q2 2019 | 8 | $982,441,000 | +$197,566,853 | -$181,963,360 | +$15,603,493 | DATA, APO, GOOG, BX, ADSK | 13F-HR | 12 Aug 2019, 15:05 |
| Q1 2019 | 7 | $845,827,000 | +$21,038,542 | -$226,032,354 | -$204,993,812 | APO, DATA, ELLI, GOOG, BX | 13F-HR | 13 May 2019, 16:01 |
| Q4 2018 | 11 | $877,266,000 | +$324,301,719 | -$100,730,772 | +$223,570,947 | DATA, APO, ELLI, ADSK, BX | 13F-HR | 12 Feb 2019, 16:15 |
| Q3 2018 | 9 | $782,552,000 | +$204,136 | -$83,466,764 | -$83,262,628 | APO, DATA, BX, EQIX, ADSK | 13F-HR | 13 Nov 2018, 09:16 |
| Q2 2018 | 9 | $802,701,000 | +$18,257,925 | -$44,980,174 | -$26,722,249 | APO, DATA, EQIX, ADSK, BX | 13F-HR | 13 Aug 2018, 09:02 |
| Q1 2018 | 9 | $766,241,000 | +$67,029,698 | -$150,290,842 | -$83,261,144 | APO, EQIX, DATA, BX, ADSK | Restatement | 14 May 2018, 16:26 |
| Q4 2017 | 9 | $864,905,000 | +$128,464,863 | -$12,407,810 | +$116,057,053 | APO, SMLP, EQIX, DATA, LPLA | 13F-HR | 12 Feb 2018, 16:50 |
| Q3 2017 | 8 | $725,821,000 | +$47,719,761 | -$7,191,581 | +$40,528,180 | APO, SMLP, DATA, LPLA, NICE | 13F-HR | 13 Nov 2017, 16:56 |
| Q2 2017 | 8 | $636,103,000 | +$14,635,327 | -$66,912,886 | -$52,277,559 | SMLP, APO, DATA, LPLA, NICE | 13F-HR | 10 Aug 2017, 10:13 |
| Q1 2017 | 8 | $626,377,000 | +$1,120,988 | -$80,898,860 | -$79,777,872 | SMLP, APO, DATA, ADSK, LPLA | 13F-HR | 12 May 2017, 16:01 |
| Q4 2016 | 9 | $640,333,000 | +$64,747,065 | -$58,714,643 | +$6,032,422 | SMLP, LPLA, APO, DATA, ADSK | 13F-HR | 13 Feb 2017, 06:58 |
| Q3 2016 | 9 | $600,685,000 | +$13,279,284 | -$13,959,651 | -$680,367 | SMLP, APO, LPLA, ADSK, NICE | 13F-HR | 10 Nov 2016, 15:12 |
| Q2 2016 | 9 | $530,564,000 | +$75,212,132 | -$18,214,790 | +$56,997,342 | SMLP, APO, ADSK, LPLA, EQIX | 13F-HR | 12 Aug 2016, 08:27 |
| Q1 2016 | 9 | $460,287,000 | +$128,169,991 | -$49,658,856 | +$78,511,135 | APO, ADSK, SMLP, LPLA, NICE | 13F-HR | 13 May 2016, 09:32 |
| Q4 2015 | 6 | $404,932,000 | +$72,359,635 | -$15,847,848 | +$56,511,787 | LPLA, SMLP, EQIX, APO, NICE | 13F-HR | 12 Feb 2016, 06:54 |
| Q3 2015 | 6 | $318,985,000 | +$121,739,986 | -$35,052,000 | +$86,687,986 | LPLA, EQIX, ADSK, NICE, APO | 13F-HR | 13 Nov 2015, 06:03 |
| Q2 2015 | 8 | $261,207,000 | +$80,816,164 | -$18,981,469 | +$61,834,695 | LPLA, EQIX, NICE, ADSK, IHS | 13F-HR | 12 Aug 2015, 11:44 |
| Q1 2015 | 7 | $195,533,000 | +$74,557,215 | -$93,914,764 | -$19,357,549 | LPLA, NICE, ADSK, EQIX, IHS | 13F-HR | 12 May 2015, 07:20 |
| Q4 2014 | 9 | $211,517,000 | +$13,728,470 | -$41,832,535 | -$28,104,065 | LPLA, NICE, EQIX, ADSK, SCOR | Restatement | 12 Feb 2015, 15:52 |
| Q3 2014 | 9 | $214,308,000 | +$46,067,831 | -$11,478,627 | +$34,589,204 | ADSK, LPLA, EQIX, NICE, ACIW | 13F-HR | 12 Nov 2014, 15:49 |
| Q2 2014 | 9 | $193,537,000 | +$19,705,622 | -$7,966,200 | +$11,739,422 | ADSK, LPLA, EQIX, SCOR, ACIW | 13F-HR | 13 Aug 2014, 16:16 |
| Q1 2014 | 9 | $180,668,000 | +$46,842,433 | -$15,498,143 | +$31,344,290 | LPLA, ORCL, NICE, ACIW, SCOR | 13F-HR | 14 May 2014, 17:50 |
| Q4 2013 | 8 | $143,474,000 | $0 | $0 | $0 | ORCL, SCHW, NICE, SCOR, ADSK | 13F-HR | 11 Feb 2014, 11:54 |