HMI Capital

HMI Capital as of June 30, 2016

Portfolio Holdings for HMI Capital

Companies in the HMI Capital portfolio as of the June 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Summit Midstream Partners (SMLP) 18.85 4.38M 22.85
Apollo Global Management 'a' 15.61 5.47M 15.15
Autodesk (ADSK) 12.70 1.24M 54.14
Lpl Financial Holdings (LPLA) 11.80 2.78M 22.53
Equinix (EQIX) 9.77 133.74k 387.73
Nice Systems (NICE) 9.32 774.86k 63.85
Aspen Technology (AZPN) 7.91 1.04M 40.24
Tableau Software Inc Cl A 7.05 765.00k 48.92
Blackstone 6.98 1.51M 24.54