HMI Capital as of Dec. 31, 2017
Portfolio Holdings for HMI Capital
HMI Capital holds 9 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apollo Global Management 'a' | 15.7 | $136M | 4.1M | 33.47 | |
| Summit Midstream Partners | 13.8 | $119M | 5.8M | 20.50 | |
| Equinix (EQIX) | 13.2 | $114M | 252k | 453.22 | |
| Tableau Software Inc Cl A | 12.8 | $110M | 1.6M | 69.20 | |
| Lpl Financial Holdings (LPLA) | 12.4 | $107M | 1.9M | 57.14 | |
| Autodesk (ADSK) | 10.8 | $93M | 888k | 104.83 | |
| Blackstone | 9.8 | $85M | 2.7M | 32.02 | |
| Nice Systems (NICE) | 9.1 | $79M | 861k | 91.91 | |
| Ellie Mae | 2.4 | $21M | 235k | 89.40 |
