Hmi Capital Management, L.P. Portfolio Holdings by Sector
Hmi Capital Management, L.P.
- $1.78 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
NICE GTLB NCNO WDAY ZI 5 stocks |
$1.02 Million
57.3% of portfolio
|
  2  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
CPNG 1 stocks |
$256,341
14.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$250,394
14.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
LPLA 1 stocks |
$131,009
7.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
TOST 1 stocks |
$120,253
6.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|