HMI Capital

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