HMI Capital as of Sept. 30, 2016
Portfolio Holdings for HMI Capital
HMI Capital holds 9 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Summit Midstream Partners | 16.7 | $101M | 4.4M | 22.94 | |
| Apollo Global Management 'a' | 16.3 | $98M | 5.5M | 17.96 | |
| Lpl Financial Holdings (LPLA) | 13.8 | $83M | 2.8M | 29.91 | |
| Autodesk (ADSK) | 12.7 | $76M | 1.1M | 72.33 | |
| Nice Systems (NICE) | 8.6 | $52M | 775k | 66.94 | |
| Equinix (EQIX) | 8.5 | $51M | 142k | 360.25 | |
| Tableau Software Inc Cl A | 8.3 | $50M | 905k | 55.27 | |
| Aspen Technology | 8.1 | $49M | 1.0M | 46.79 | |
| Blackstone | 6.8 | $41M | 1.6M | 25.53 |
