Loading…
CIK 0001469026 • 7 13F filings • May 15, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("hmi-capital-management-l-p","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $116.9M | 9.6% | 506,500 SH | New |
| BLUE OWL CAPITAL INC | COM CL A | $36.0M | 3.0%Prev: 5.6% | 2,412,457 SH | Decreased-3,292,023 SH |
| CLEARWATER ANALYTICS HLDGS I | CL A | $152.9M | 12.6%Prev: 5.6% | 6,339,500 SH | Increased+978,300 SH |
| COUPANG INC | CL A | $159.4M | 13.1%Prev: 15.9% | 6,756,100 SH | Decreased-1,771,400 SH |
| FAIR ISAAC CORP | COM | $79.5M | 6.5% | 47,050 SH | New |
| GITLAB INC | CLASS A COM | $161.0M | 13.2%Prev: 16.8% | 4,289,081 SH | Decreased-2,177,369 SH |
| KLARNA GROUP PLC | SHS | $128.7M | 10.6%Prev: 9.4% | 4,452,097 SH | Decreased |
| NCINO INC | COM | $173.7M | 14.3%Prev: 10.6% | 6,775,973 SH | Decreased |
| TOAST INC | CL A | $152.8M | 12.5%Prev: 7.0% | 4,303,483 SH | Increased+961,100 SH |
| TRADEWEB MKTS INC | CL A | $57.2M | 4.7%Prev: 2.8% | 532,000 SH | Increased+93,500 SH |
| 13F-HR |
| 0001469026-26-000005 |
| $712.4M |
| View |
| Sep 5, 2025 | Q2 2025 | 13F-HR/A | 0001085146-25-005720 | $1.76B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001469026-26-000004 | $754.3M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003236 | $1.84B | View |