Generalist · San Francisco, CA
Hmi Capital Management, L.P.
- Software
- $294M
- Weight of 13F
- 41.0%
- Names
- 5
- Vs prior quarter
- −$87.0M
Filed 14 August 2026.
14 positions in the whole 13F.
Software held
- ToastTOST3,504,744 shares · 33.2% of their software$97.5M−$3.6M
- nCinoNCNO4,990,713 shares · 27.7% of their software$81.6M−$19.9M
- MicrosoftMSFT165,300 shares · 21.0% of their software$61.7M−$4.9M
- ServiceNowNOW416,100 shares · 14.0% of their software$41.3M+$15.2M
- AppFolioAPPF75,000 shares · 4.1% of their software$12.0MNew