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Manager record

HMI Capital Management, L.P.

San Francisco, CA · CIK 1469026 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$712.36MReported 13F valueQ2 2026 · as filed
14Holdings listed
-5.6%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.8B$1.8BQ2 202510 holdingsQ3 2025: $1.7B$1.7BQ3 202512 holdingsQ4 2025: $1.2B$1.2BQ4 202510 holdingsQ1 2026: $754.3M$754.3MQ1 202611 holdingsQ2 2026: $712.4M$712.4MQ2 202614 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$712.36M · 14 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$754.26M · 11 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$1.22B · 10 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$1.73B · 12 holdings listed · View original SEC filing ↗
Sep 05 2025 13F-HR/A · period Q2 2025

$1.76B · 10 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$1.76B · 10 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology