Hmi Capital Management, L.P. - Q42025 Holdings

Hmi Capital Management, L.P. holds 10 stocks with a total portfolio value of $ 1.22B as of Q42025. In Q42025, Hmi Capital Management, L.P. added 2 new positions, increased stakes in 3 stocks, reduced 3 holdings, and fully exited 4 positions. The largest holding is Ncino Inc (NCNO), representing 14.26% of the total portfolio.