HMI Capital Management, L.P.

**HMI Capital Management, L.P.** manages $1.2B across a concentrated portfolio of 10 positions. The fund exhibits significant conviction in select names, with top holdings including NCNO at $173.7M and GTLB at $161.0M. Further substantial allocations are directed toward CPNG ($159.4M), CWAN ($152.9M), and TOST ($152.8M). This structure suggests a high-conviction, bottom-up approach targeting outsized returns within specific market sectors.

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