HMI Capital as of Sept. 30, 2017
Portfolio Holdings for HMI Capital
HMI Capital holds 8 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apollo Global Management 'a' | 16.8 | $122M | 4.1M | 30.10 | |
| Summit Midstream Partners | 14.2 | $103M | 5.2M | 20.00 | |
| Tableau Software Inc Cl A | 13.7 | $99M | 1.3M | 74.89 | |
| Lpl Financial Holdings (LPLA) | 13.4 | $97M | 1.9M | 51.57 | |
| Nice Systems (NICE) | 11.2 | $81M | 996k | 81.31 | |
| Equinix (EQIX) | 10.6 | $77M | 172k | 446.30 | |
| Autodesk (ADSK) | 10.4 | $76M | 673k | 112.26 | |
| Blackstone | 9.8 | $72M | 2.1M | 33.37 |
