Hmi Capital Management, L.P. - Q12026 Holdings

Hmi Capital Management, L.P. holds 11 stocks with a total portfolio value of $ 754.26M as of Q12026. In Q12026, Hmi Capital Management, L.P. added 3 new positions, increased stakes in 2 stocks, reduced 6 holdings, and fully exited 2 positions. The largest holding is Coupang Inc (CPNG), representing 14.72% of the total portfolio.