HMI Capital

Companies in the HMI Capital portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apollo Global Management 'a' 16.81 4.05M 30.10
Summit Midstream Partners 14.20 5.15M 20.00
Tableau Software Inc Cl A 13.66 1.32M 74.89
Lpl Financial Holdings 13.36 1.88M 51.57
Nice Systems (NICE) 11.15 995562 81.31
Equinix 10.56 171739 446.30
Autodesk (ADSK) 10.40 672491 112.26
Blackstone (BX) 9.85 2.14M 33.37