Fund Update: HMI Capital Management, L.P. Just Disclosed New Holdings

HMI Capital Management, L.P. just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 528,309 shares of $FLTR.L (~$143,008,896). This was a increase of ~172.93% from their previous position.
• An increase of 186,600 shares of $NSY (~$26,115,013). This was a increase of ~12.81% from their previous position.
• A decrease of 5,545,600 shares of $ZI (~$56,032,044). This was a increase of ~-46.78% from their previous position.
• A decrease of 291,300 shares of $LPLA (~$30,096,426). This was a increase of ~-42.06% from their previous position.
• An increase of 69,050 shares of $WDAY (~$27,051,809). This was a increase of ~10.18% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for HMI Capital Management, L.P. for more details.