HMI Capital as of June 30, 2015
Portfolio Holdings for HMI Capital
HMI Capital holds 8 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lpl Financial Holdings (LPLA) | 25.2 | $66M | 1.4M | 46.49 | |
| Equinix (EQIX) | 16.4 | $43M | 169k | 254.00 | |
| Nice Systems (NICE) | 15.6 | $41M | 639k | 63.59 | |
| Autodesk (ADSK) | 14.3 | $37M | 744k | 50.07 | |
| Ihs | 8.1 | $21M | 164k | 128.63 | |
| Apollo Global Management 'a' | 7.7 | $20M | 910k | 22.15 | |
| Summit Midstream Partners | 7.5 | $20M | 590k | 33.04 | |
| Oracle Corporation (ORCL) | 5.3 | $14M | 347k | 40.30 |
