Long-term investor
Hmi Capital Management, L.P. @hmicapitalmanagementlp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001469026).
Record
- Tracked since 2025-06-30 (445 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -29.3% · all -29.3%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CPNG · 14.4% · long · since 2025-12-31
- AMZN · 14.3% · long · since 2025-12-31
- TOST · 13.7% · long · since 2025-12-31
- NCNO · 11.5% · long · since 2025-12-31
- MSFT · 8.7% · long · since 2026-03-31
- TW · 6.4% · long · since 2025-12-31
- SPOT · 5.9% · long · since 2026-06-30
- NOW · 5.8% · long · since 2026-03-31
- AMD · 4.8% · long · since 2026-06-30
- LPLA · 4.7% · long · since 2026-06-30
- NVDA · 4.6% · long · since 2026-06-30
- DASH · 3.7% · long · since 2026-06-30