HMI Capital Management L.P.

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
nCino, Inc.
NCNO
$245.87M5.726.58M-18.1%-$54.34M9.05
ZoomInfo Technologies Inc.
ZI
$296.35M4.9418.49M+37.13%+$80.25M10.9
GitLab Inc.
GTLB
$268.39M2.94.6M+4.52%+$11.6M9.87
Toast, Inc.
TOST
$333.17M2.4113.37M-11.98%-$45.35M12.26
Etsy, Inc.
ETSY
$109.13M1.361.59M0%+$04.01
Roblox Corporation
RBLX
$234.72M0.966.15M0%+$08.64
TKO Group Holdings, Inc.
TKO
$104.16M0.711.21MNew+$104.16M3.83
Coupang, Inc.
CPNG
$191.65M0.610.77M+460.76%+$157.47M7.05
LPL Financial Holdings Inc.
LPLA
$98.11M0.5371,343New+$98.11M3.61
Block, Inc.
SQ
$251.19M0.482.97M0%+$09.24
Ares Management Corporation
ARES
$192.71M0.471.45M-19.71%-$47.31M7.09
Dynatrace, Inc.
DT
$31.32M0.23674,400New+$31.32M1.15
Workday, Inc.
WDAY
$133.57M0.19489,700+13.17%+$15.55M4.91
Airbnb, Inc.
ABNB
$139.71M0.13846,927-23.4%-$42.68M5.14
Salesforce, Inc.
CRM
$88.31M0.03293,2000%+$03.25