HMI Capital Management’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125M | Sell |
2,820,183
-2,383,000
| -46% | -$106M | 7.09% | 7 |
|
|
2025
Q1 | $173M | Buy |
5,203,183
+1,904,040
| +58% | +$63.2M | 9.4% | 8 |
|
|
2024
Q4 | $120M | Sell |
3,299,143
-5,775,279
| -64% | -$211M | 6.04% | 9 |
|
|
2024
Q3 | $257M | Sell |
9,074,422
-304,508
| -3% | -$8.62M | 10.64% | 2 |
|
|
2024
Q2 | $242M | Sell |
9,378,930
-3,990,680
| -30% | -$103M | 9.2% | 4 |
|
|
2024
Q1 | $333M | Sell |
13,369,610
-1,819,655
| -12% | -$45.3M | 12.26% | 1 |
|
|
2023
Q4 | $277M | Buy |
15,189,265
+808,244
| +6% | +$14.8M | 12.03% | 2 |
|
|
2023
Q3 | $269M | Sell |
14,381,021
-1,358,800
| -9% | -$25.5M | 10.35% | 3 |
|
|
2023
Q2 | $355M | Hold |
15,739,821
| – | – | 12.62% | 2 |
|
|
2023
Q1 | $279M | Hold |
15,739,821
| – | – | 10.91% | 3 |
|
|
2022
Q4 | $284M | Sell |
15,739,821
-47,765
| -0.3% | -$861K | 12.13% | 2 |
|
|
2022
Q3 | $264M | Hold |
15,787,586
| – | – | 9.94% | 3 |
|
|
2022
Q2 | $204M | Buy |
15,787,586
+2,513,950
| +19% | +$32.5M | 8.2% | 6 |
|
|
2022
Q1 | $288M | Buy |
13,273,636
+6,819,286
| +106% | +$148M | 8.41% | 7 |
|
|
2021
Q4 | $224M | Buy |
6,454,350
+6,054,350
| +1,514% | +$210M | 6.12% | 9 |
|
|
2021
Q3 | $20M | Buy |
+400,000
| New | +$20M | 0.6% | 12 |
|