HMI Capital

Companies in the HMI Capital portfolio as of June 2016 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Summit Midstream Partners 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 11.80 2.78M 22.53
Equinix 9.77 133739 387.73
Nice Systems (NICE) 9.32 774862 63.85
Aspen Technology (AZPN) 7.91 1.04M 40.24
Tableau Software Inc Cl A 7.05 765000 48.92
Blackstone (BX) 6.98 1.51M 24.54