# EDGAR Filing Document

**Accession Number:** 0001469026
**File Stem:** 0001085146-25-005591
**Filing Date:** 2025-8
**Character Count:** 8204
**Document Hash:** 572b4cdab8305358f2d7fe4b450bbbeb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005591.hdr.sgml**: 20250828

**ACCESSION NUMBER**: 0001085146-25-005591

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250828

**EFFECTIVENESS DATE**: 20250828

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** HMI Capital Management, L.P.
- **CENTRAL INDEX KEY:** 0001469026

**ORGANIZATION NAME:**
- **EIN:** 263669288
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15224
- **FILM NUMBER:** 251272297

**BUSINESS ADDRESS:**
- **STREET 1:** 555 CALIFORNIA STREET
- **STREET 2:** SUITE 4900
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94104
- **BUSINESS PHONE:** 415.391.9500

**MAIL ADDRESS:**
- **STREET 1:** 555 CALIFORNIA STREET
- **STREET 2:** SUITE 4900
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94104

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** HMI Capital, LLC
- **DATE OF NAME CHANGE:** 20090724

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001469026

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** HMI Capital Management, L.P.

**Address:** 555 CALIFORNIA STREET, SAN FRANCISCO, CA 94104

**Telephone number:** 415-391-9500

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-15224

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER              | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                          | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED    |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| BLUE OWL CAPITAL INC.       | 09581B103 | 06/09/2025     | Approval, by non-binding advisory basis, the compensation paid to our named executive officers for the 2024 fiscal year.                                                                  | SECTION 14A SAY-ON-PAY VOTES |        1763480 |                0 | FOR          |                                  1763480 | FOR                         |  |
| BLUE OWL CAPITAL INC.       | 09581B103 | 06/09/2025     | To recommend, on a non-binding advisory basis, the frequency of future advisory votes to approve, on a non-binding advisory basis, the compensation paid to our named executive officers. | SECTION 14A SAY-ON-PAY VOTES |        1763480 |                0 | 1 YEAR       |                                  1763480 | AGAINST                     |  |
| COUPANG, INC.               | 22266T109 | 06/12/2025     | To consider a non-binding vote to approve the compensation of Coupang, Inc.'s named executive officers.                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       11194467 |                0 | FOR          |                                 11194467 | FOR                         |  |
| FLUTTER ENTERTAINMENT PLC   | G3643J108 | 06/05/2025     | Approval, on an advisory basis, of the compensation of our Named Executive Officers.                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         994141 |                0 | FOR          |                                   994141 | FOR                         |  |
| FLUTTER ENTERTAINMENT PLC   | G3643J108 | 06/05/2025     | Approval, on an advisory basis, of the frequency (every one, two or three years) of advisory votes to approve the compensation of our Named Executive Officers.                           | SECTION 14A SAY-ON-PAY VOTES |         994141 |                0 | 1 YEAR       |                                   994141 | FOR                         |  |
| FLUTTER ENTERTAINMENT PLC   | G3643J108 | 06/05/2025     | Approval of the Flutter Entertainment plc Amended and Restated 2024 Omnibus Equity Incentive Plan.                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         994141 |                0 | FOR          |                                   994141 | FOR                         |  |
| GITLAB INC.                 | 37637K108 | 06/20/2025     | Approve, on a non-binding advisory basis, the compensation paid by GitLab Inc. to its named executive officers.                                                                           | SECTION 14A SAY-ON-PAY VOTES |        4541426 |                0 | FOR          |                                  4541426 | FOR                         |  |
| LPL FINANCIAL HOLDINGS INC. | 50212V100 | 05/22/2025     | Approve, in an advisory vote, the compensation paid to the Company's named executive officers.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         286711 |                0 | FOR          |                                   286711 | FOR                         |  |
| NCINO, INC.                 | 63947X101 | 06/18/2025     | Approval, on a non-binding, advisory basis, of the compensation paid to the company's named executive officers (or NEOs).                                                                 | SECTION 14A SAY-ON-PAY VOTES |        6773778 |                0 | FOR          |                                  6773778 | FOR                         |  |
| ROBLOX CORPORATION          | 771049103 | 05/29/2025     | Advisory Vote on the Compensation of our Named Executive Officers.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        3429190 |                0 | FOR          |                                  3429190 | FOR                         |  |
| TOAST, INC.                 | 888787108 | 06/13/2025     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.                                                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | DID NOT VOTE |                                        0 | NONE                        |  |
| WORKDAY, INC.               | 98138H101 | 06/04/2025     | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                   | SECTION 14A SAY-ON-PAY VOTES |         747085 |                0 | FOR          |                                   747085 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** HMI Capital Management, L.P.

**By (Signature):** Lusine Moshkounian

**By (Printed Signature):** Lusine Moshkounian

**By (Title):** Chief Compliance Officer

**Date:** 08/28/2025