HMI Capital as of June 30, 2016
Portfolio Holdings for HMI Capital
HMI Capital holds 9 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Summit Midstream Partners | 18.9 | $100M | 4.4M | 22.85 | |
| Apollo Global Management 'a' | 15.6 | $83M | 5.5M | 15.15 | |
| Autodesk (ADSK) | 12.7 | $67M | 1.2M | 54.14 | |
| Lpl Financial Holdings (LPLA) | 11.8 | $63M | 2.8M | 22.53 | |
| Equinix (EQIX) | 9.8 | $52M | 134k | 387.73 | |
| Nice Systems (NICE) | 9.3 | $50M | 775k | 63.85 | |
| Aspen Technology | 7.9 | $42M | 1.0M | 40.24 | |
| Tableau Software Inc Cl A | 7.0 | $37M | 765k | 48.92 | |
| Blackstone | 7.0 | $37M | 1.5M | 24.54 |
