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Lusine Moshkounian

Hmi Capital Management, L.p.

Assets Managed
$754.263M
Holdings
11
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
-38.08%(2Q avg: -33.87%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hmi Capital Management, L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Hmi Capital Management, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 754.263M in assets, with a quarterly growth rate of -38.08% and a 2-quarter average growth rate of -33.87%. The portfolio is managed by Lusine Moshkounian, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CPNG
Coupang Inc
Recent Activity
Decreased -12.95%
14.73%
$111.035M
5.881M shares@ $18.88 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.48%
14.62%
$110.206M
529,150 shares@ $208.28 avg price
NCNO
Ncino Inc
Recent Activity
Increased 0.04%
13.47%
$101.535M
6.778M shares@ $14.98 avg price
TOST
Toast Inc-class A
Recent Activity
Decreased -11.35%
13.41%
$101.135M
3.815M shares@ $26.51 avg price
MSFT
Microsoft Corp
Recent Activity
New Position
8.82%
$66.52M
179,700 shares@ $370.17 avg price
GTLB
Gitlab Inc-cl A
Recent Activity
Decreased -38.17%
7.61%
$57.382M
2.652M shares@ $21.64 avg price
TW
Tradeweb Markets Inc-class A
Recent Activity
Decreased -12.83%
7.24%
$54.559M
463,700 shares@ $117.66 avg price
KLAR
Klarna Group Plc
Recent Activity
Decreased -7.37%
7.16%
$53.979M
4.124M shares@ $13.1 avg price
RBLX
Roblox Corp -class A
Recent Activity
New Position
5.76%
$43.398M
767,300 shares@ $56.56 avg price
FICO
Fair Isaac Corp
Recent Activity
Decreased -43.46%
3.77%
$28.397M
26,600 shares@ $1067.54 avg price

1-10 of 11