Hmi Capital Management, L.P. Portfolio Holdings

Hmi Capital Management, L.P.

  • $1.78 Billion
  • Q4 2024

Hmi Capital Management, L.P. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.78 Billion distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nice Ltd. with a value of $279M, Coupang, Inc. with a value of $256M, Gitlab Inc. with a value of $252M, Roblox Corp with a value of $250M, and N Cino, Inc. with a value of $227M.

Examining the 13F form we can see an decrease of $507M in the current position value, from $2.28B to 1.78B.

Hmi Capital Management, L.P. is based out at San Francisco, CA

Below you can find more details about Hmi Capital Management, L.P. portfolio as well as his latest detailed transactions.

Portfolio value $1.78 Billion
Technology: $1.14 Billion
Consumer Cyclical: $256 Million
Communication Services: $250 Million
Financial Services: $131 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $1.78 Billion
  • Prior Value $2.28 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
Track This Portfolio

Track Hmi Capital Management, L.P. Portfolio

Follow Hmi Capital Management, L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hmi Capital Management, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Hmi Capital Management, L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email