HMI Capital as of Sept. 30, 2015
Portfolio Holdings for HMI Capital
HMI Capital holds 6 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lpl Financial Holdings (LPLA) | 23.0 | $73M | 1.8M | 39.77 | |
| Equinix (EQIX) | 17.6 | $56M | 205k | 273.40 | |
| Autodesk (ADSK) | 16.3 | $52M | 1.2M | 44.14 | |
| Nice Systems (NICE) | 14.8 | $47M | 837k | 56.33 | |
| Apollo Global Management 'a' | 14.2 | $45M | 2.6M | 17.18 | |
| Summit Midstream Partners | 14.1 | $45M | 2.6M | 17.63 |
