HMI Capital as of March 31, 2017
Portfolio Holdings for HMI Capital
HMI Capital holds 8 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Summit Midstream Partners Com Unit Ltd | 17.3 | $109M | 4.5M | 24.00 | |
| Apollo Global Mgmt Cl A Shs | 17.1 | $107M | 4.4M | 24.32 | |
| Tableau Software Cl A | 13.9 | $87M | 1.8M | 49.55 | |
| Autodesk (ADSK) | 12.2 | $76M | 884k | 86.47 | |
| Lpl Financial Holdings (LPLA) | 12.0 | $75M | 1.9M | 39.83 | |
| Nice Sponsored Adr (NICE) | 10.3 | $64M | 947k | 67.98 | |
| Equinix Com Par $0.001 (EQIX) | 9.1 | $57M | 142k | 400.37 | |
| Blackstone Group Com Unit Ltd | 8.2 | $52M | 1.7M | 29.70 |
