0001469026-24-000007.txt : 20240515 0001469026-24-000007.hdr.sgml : 20240515 20240515121558 ACCESSION NUMBER: 0001469026-24-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 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: 24948605 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 03-31-2024 03-31-2024 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 05-15-2024 0 15 2718334934 false INFORMATION TABLE 2 Q12024_13f.xml AIRBNB INC COM CL A 009066101 139709078 846927 SH SOLE 846927 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 192707834 1449149 SH SOLE 1449149 0 0 BLOCK INC CL A 852234103 251187037 2969816 SH SOLE 2969816 0 0 COUPANG INC CL A 22266T109 191648112 10772800 SH SOLE 10772800 0 0 DYNATRACE INC COM NEW 268150109 31319136 674400 SH SOLE 674400 0 0 ETSY INC COM 29786A106 109127566 1588003 SH SOLE 1588003 0 0 GITLAB INC CLASS A COM 37637K108 268385141 4601940 SH SOLE 4601940 0 0 LPL FINL HLDGS INC COM 50212V100 98108821 371343 SH SOLE 371343 0 0 NCINO INC COM 63947X101 245873940 6577687 SH SOLE 6577687 0 0 ROBLOX CORP CL A 771049103 234719033 6147696 SH SOLE 6147696 0 0 SALESFORCE INC COM 79466L302 88305976 293200 SH SOLE 293200 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 104156799 1205379 SH SOLE 1205379 0 0 TOAST INC CL A 888787108 333170681 13369610 SH SOLE 13369610 0 0 WORKDAY INC CL A 98138H101 133565675 489700 SH SOLE 489700 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 296350105 18487218 SH SOLE 18487218 0 0