HMI Capital as of June 30, 2017
Portfolio Holdings for HMI Capital
HMI Capital holds 8 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Summit Midstream Partners | 18.2 | $116M | 5.1M | 22.65 | |
| Apollo Global Management 'a' | 16.9 | $108M | 4.1M | 26.45 | |
| Tableau Software Inc Cl A | 13.6 | $87M | 1.4M | 61.27 | |
| Lpl Financial Holdings (LPLA) | 12.6 | $80M | 1.9M | 42.46 | |
| Nice Systems (NICE) | 10.4 | $66M | 838k | 78.72 | |
| Equinix (EQIX) | 9.7 | $62M | 144k | 429.16 | |
| Autodesk (ADSK) | 9.5 | $60M | 598k | 100.82 | |
| Blackstone | 9.2 | $58M | 1.7M | 33.35 |
