Hmi Capital Management, L.P.
- Regulatory AUM
- $2.2B
- Discretionary
- $2.2B
- Clients
- 3
- Avg AUM / client
- $717M
- Accounts
- 3
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 11 positions, $754,263,202)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Coupang Inc | CL A | $111,035,168 | 5,881,100 | 14.7% | 5.16% |
| 2 | Amazon Com Inc | COM | $110,206,071 | 529,150 | 14.6% | 5.12% |
| 3 | Ncino Inc | COM | $101,534,859 | 6,778,028 | 13.5% | 4.72% |
| 4 | Toast Inc | CL A | $101,135,199 | 3,814,983 | 13.4% | 4.7% |
| 5 | Microsoft Corp | COM | $66,519,549 | 179,700 | 8.82% | 3.09% |
| 6 | Gitlab Inc | CLASS A COM | $57,382,290 | 2,651,677 | 7.61% | 2.67% |
| 7 | Tradeweb Mkts Inc | CL A | $54,558,942 | 463,700 | 7.23% | 2.53% |
| 8 | Klarna Group Plc | SHS | $53,979,482 | 4,123,719 | 7.16% | 2.51% |
| 9 | Roblox Corp | CL A | $43,398,488 | 767,300 | 5.75% | 2.02% |
| 10 | Fair Isaac Corp | COM | $28,396,564 | 26,600 | 3.76% | 1.32% |
| 11 | Servicenow Inc | COM | $26,116,590 | 249,800 | 3.46% | 1.21% |
Top 25 of 11 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $2.2B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hmi Capital Partners, L.P. master | Hedge Fund | Delaware | $3.4B | 195 |
| Merckx Capital Partners, L.P. | Hedge Fund | Delaware | $57.6M | 9 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hellman, Marco, Warren | Limited Partner | Nov 2008 (18y) | 25% – 50% | |
| Nyweide, Justin, Carr | Limited Partner, Chief Investment Officer | Feb 2009 (18y) | 25% – 50% | |
| Mahendran, Radhakrishnan, Raman | Limited Partner | Jan 2018 (9y) | 10% – 25% | |
| Wu, Jonathan, Nmn | Limited Partner, Chief Financial Officer | Jan 2018 (9y) | Less than 5% | |
| Moshkounian, Lusine, Nmn | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Members Gp, Llc | General Partner | Jan 2021 | A | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $3.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hmi Capital Partners, L.P. | Hedge Fund | $3.4B | $5.0M | 195 |
| Merckx Capital Partners, L.P. | Hedge Fund | $57.6M | $5.0M | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.45 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗