0001469026-24-000002.txt : 20240214 0001469026-24-000002.hdr.sgml : 20240214 20240214103221 ACCESSION NUMBER: 0001469026-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HMI Capital Management, L.P. CENTRAL INDEX KEY: 0001469026 ORGANIZATION NAME: IRS NUMBER: 263669288 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15224 FILM NUMBER: 24633792 BUSINESS ADDRESS: STREET 1: 555 CALIFORNIA STREET STREET 2: SUITE 4900 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 415.391.9500 MAIL ADDRESS: STREET 1: 555 CALIFORNIA STREET STREET 2: SUITE 4900 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 FORMER COMPANY: FORMER CONFORMED NAME: HMI Capital, LLC DATE OF NAME CHANGE: 20090724 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001469026 XXXXXXXX 12-31-2023 12-31-2023 HMI Capital Management, L.P.

555 CALIFORNIA STREET SUITE 4900 SAN FRANCISCO CA 94104

13F HOLDINGS REPORT 028-15224 000160850 801-74197 N Lusine Moshkounian 415-391-9500 /s/ Lusine Moshkounian San Francisco CA 02-14-2024 0 12 2306299399 false INFORMATION TABLE 2 Q42023_13f.xml AIRBNB INC COM CL A 009066101 150520060 1105627 SH SOLE 1105627 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 214638351 1804897 SH SOLE 1804897 0 0 BLOCK INC CL A 852234103 229715268 2969816 SH SOLE 2969816 0 0 COUPANG INC CL A 22266T109 31102496 1921093 SH SOLE 1921093 0 0 ETSY INC COM 29786A106 128707643 1588003 SH SOLE 1588003 0 0 GITLAB INC CLASS A COM 37637K108 277219239 4403101 SH SOLE 4403101 0 0 NCINO INC COM 63947X101 270098908 8031487 SH SOLE 8031487 0 0 ROBLOX CORP CL A 771049103 281072661 6147696 SH SOLE 6147696 0 0 SALESFORCE INC COM 79466L302 77152648 293200 SH SOLE 293200 0 0 TOAST INC CL A 888787108 277355979 15189265 SH SOLE 15189265 0 0 WORKDAY INC CL A 98138H101 119451162 432700 SH SOLE 432700 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 249264984 13481070 SH SOLE 13481070 0 0