HMI Capital Management, L.P.
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 712,363
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 14 | 712,363 | 13F-HR | HMI Capital Management, L.P. |
| Q1 2026 | 5/15/2026 | 11 | 754,263 | 13F-HR | HMI Capital Management, L.P. |
| Q4 2025 | 2/17/2026 | 10 | 1,218,224 | 13F-HR | HMI Capital Management, L.P. |
| Q3 2025 | 11/14/2025 | 12 | 1,731,933 | 13F-HR | HMI Capital Management, L.P. |
| Q2 2025 | 9/5/2025 | 10 | 1,761,704 | 13F-HR/A - RESTATEMENT | HMI Capital Management, L.P. |
| Q2 2025 | 8/14/2025 | 10 | 1,761,516 | 13F-HR | HMI Capital Management, L.P. |
| Q1 2014 | 5/15/2014 | 9 | 180,668 | 13F-HR | HMI Capital, LLC |
| Q4 2013 | 2/11/2014 | 8 | 143,474 | 13F-HR | HMI Capital, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
26.06 K
(3.7% of total reported value)
· QoQ Δ:
+26.06 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 686.3 K | 100.0% | 0 | 67.96 K | -67.96 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
712,363
Holdings
14
QoQ value change ($000)
-41,900
(-5.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.