Hmi Capital Management, L.P. / TOST
Hmi Capital Management, L.P.’s Toast Inc Position
Does Hmi Capital Management, L.P. own Toast Inc (TOST)? Yes — 3.81M shares worth $101M (+13.41% of its 13F portfolio) as of Q1 2026, down from 4.30M shares the prior filed quarter.
Position Value
$101M
Q1 2026
Shares
3.81M
% of Portfolio
+13.41%
Quarters Held
19
currently held
Position History TOST
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 3.81M | $101M | +13.41% |
| Q4 2025 | 4.30M | $153M | +12.54% |
| Q3 2025 | 3.34M | $122M | +7.05% |
| Q2 2025 | 2.82M | $125M | +7.09% |
| Q1 2025 | 5.20M | $173M | +9.40% |
| Q4 2024 | 3.30M | $120M | +6.04% |
| Q3 2024 | 9.07M | $257M | +10.64% |
| Q2 2024 | 9.38M | $242M | +9.20% |
| Q1 2024 | 13.37M | $333M | +12.26% |
| Q4 2023 | 15.19M | $277M | +12.03% |
| Q3 2023 | 14.38M | $269M | +10.35% |
| Q2 2023 | 15.74M | $355M | +12.62% |
| Q1 2023 | 15.74M | $279M | +10.91% |
| Q4 2022 | 15.74M | $284M | +12.13% |
| Q3 2022 | 15.79M | $264M | +9.94% |
| Q2 2022 | 15.79M | $204M | +8.20% |
| Q1 2022 | 13.27M | $288M | +8.41% |
| Q4 2021 | 6.45M | $224M | +6.12% |
| Q3 2021 | 400.0K | $20M | +0.60% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hmi Capital Management, L.P.’s full portfolio or all institutional holders of TOST.