HMI Capital Management, L.P.
SAN FRANCISCO CA · SEC CIK 0001469026
$7.12亿2026Q2 申报市值
14持仓数
86.4%前十大占比 · 第一大 14.3%
7 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPOT 新建仓+$4,201.04万
AMD 新建仓+$3,415.75万
LPLA 新建仓+$3,340.72万
NVDA 新建仓+$3,257.47万
DASH 新建仓+$2,646.16万
2026Q2 卖出最多 按季末市值估算
GTLB 清仓-$5,738.23万
KLAR 清仓-$5,397.95万
RBLX 清仓-$4,339.85万
NCNO 减仓-$2,922.26万
FICO 清仓-$2,839.66万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $1.02亿 | 14.25% | 425,950 | -103,200 | -19.5% | -$2,459.67万 | 减仓 |
| TOST | TOAST INC | $9,750.20万 | 13.69% | 3,504,744 | -310,239 | -8.1% | -$863.08万 | 减仓 |
| NCNO | NCINO INC | $8,159.82万 | 11.45% | 4,990,713 | -1,787,315 | -26.4% | -$2,922.26万 | 减仓 |
| CPNG | COUPANG INC | $7,669.38万 | 10.77% | 4,415,300 | -1,465,800 | -24.9% | -$2,546.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $6,166.02万 | 8.66% | 165,300 | -14,400 | -8.0% | -$537.15万 | 减仓 |
| TW | TRADEWEB MKTS INC | $4,538.52万 | 6.37% | 455,400 | -8,300 | -1.8% | -$82.72万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $4,201.04万 | 5.90% | 91,500 | 91,500 | — | $4,201.04万 | 新建仓 |
| NOW | SERVICENOW INC | $4,131.04万 | 5.80% | 416,100 | 166,300 | 66.6% | $1,651.03万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,415.75万 | 4.79% | 58,800 | 58,800 | — | $3,415.75万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $3,340.72万 | 4.69% | 118,600 | 118,600 | — | $3,340.72万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $3,257.47万 | 4.57% | 162,800 | 162,800 | — | $3,257.47万 | 新建仓 |
| DASH | DOORDASH INC | $2,646.16万 | 3.71% | 143,400 | 143,400 | — | $2,646.16万 | 新建仓 |
| CPNG | COUPANG INC 看涨期权 | $2,605.50万 | 3.66% | 1,500,000 | 1,500,000 | — | $2,605.50万 | 新建仓 |
| APPF | APPFOLIO INC | $1,202.62万 | 1.69% | 75,000 | 75,000 | — | $1,202.62万 | 新建仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -2,651,677 | -100.0% | -$5,738.23万 | 清仓 |
| KLAR | KLARNA GROUP PLC | $0 | 0.00% | 0 | -4,123,719 | -100.0% | -$5,397.95万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -767,300 | -100.0% | -$4,339.85万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -26,600 | -100.0% | -$2,839.66万 | 清仓 |