HMI Capital as of March 31, 2016
Portfolio Holdings for HMI Capital
HMI Capital holds 9 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apollo Global Mgmt Cl A Shs | 17.8 | $82M | 4.8M | 17.12 | |
| Autodesk (ADSK) | 16.6 | $77M | 1.3M | 58.31 | |
| Summit Midstream Partners Com Unit Ltd | 15.8 | $73M | 4.3M | 16.98 | |
| Lpl Financial Holdings (LPLA) | 15.0 | $69M | 2.8M | 24.80 | |
| Nice Sys Sponsored Adr (NICE) | 10.4 | $48M | 742k | 64.79 | |
| Equinix Com Par $0.001 (EQIX) | 9.6 | $44M | 134k | 330.71 | |
| Aspen Technology | 8.2 | $38M | 1.0M | 36.13 | |
| Blackstone Group Com Unit Ltd | 3.3 | $15M | 545k | 28.05 | |
| Ptc (PTC) | 3.1 | $14M | 435k | 33.16 |
