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| HMI Capital Management LP
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|---|---|
| CRD # | 160850 |
| SEC # | 801-74197 |
| CIK # | 0001469026 |
| AUM | 2,152.4 M (2026-03-31) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-391-9500 |
| Address | 555 California Street San Francisco, CA 94104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Coupang Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Ncino Inc | 0.1 | ||
| Toast Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Gitlab Inc | 0.1 | ||
| Tradeweb Markets Inc | 0.1 | ||
| Klarna Group PLC | 0.1 | ||
| Roblox Corp | 0.0 | ||
| Fair Isaac Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | HMI Capital Partners LP | [2012-02-15] | 636.5 M | 2,137.3 M |
| Filed 2026-01-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Commission $109,000 · Net Assets Decline to Disclose | ||||
| HF | Merckx Capital Partners LP | [2012-02-15] | 61.5 M | 15.2 M |
| Filed 2024-01-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 2.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 2.2 |
| By Discretionary | ||
| Discretionary | 3 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 1.7 | |
| Total | 3 | 2.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Sean Barrett | Executive Officer | 6 | 4 | |
| Justin Nyweide | Executive Officer | 7 | 2 | |
| Jonathan Wu | Executive Officer | 7 | 2 | |
| Marco Hellman | Executive Officer | 7 | 2 | |
| Emily Brakebill | Executive Officer | 7 | 2 | |
| Hmi Capital LLC | Executive Officer | 5 | 2 | |
| Hmi Capital Fund GP LLC | Executive Officer | 4 | 2 | |
| Radhakrishnan Mahendran | Executive Officer | 4 | 2 | |
| Avery Schwartz | Executive Officer | 3 | 2 | |
| Lusine Moshkounian | Executive Officer | 2 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001469026] | |
| 3 | [0001469026] | |
| 4 | [0001469026] | |
| SC 13D | [0001469026] | |
| SC 13G | [0001469026] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 2549007V717X7QYY2Q25 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| HMI Capital Partners LP | |
| HMI Capital Management LP | |
| Toast Inc |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Toast Inc TOST
Class A Common Stock
|
2022-01-28 | Buy | 24,745 | $19.98 | 494,405 |
|
Toast Inc TOST
Class A Common Stock
|
2022-01-28 | Buy | 364,954 | $19.98 | 7,291,781 |
|
Toast Inc TOST
Class A Common Stock
|
2022-01-27 | Buy | 307,465 | $19.86 | 6,106,255 |
|
Toast Inc TOST
Class A Common Stock
|
2022-01-27 | Buy | 20,847 | $19.86 | 414,021 |
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|---|---|---|
|
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✚
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|
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NY | 2,150.2 M |
|
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✚
|
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|
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✚
|
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|
Blue Swell Asset Management Private Limited
✚
|
2,114.0 M |