HMI Capital as of March 31, 2018
Portfolio Holdings for HMI Capital
HMI Capital holds 9 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apollo Global Management 'a' | 19.4 | $134M | 4.5M | 29.62 | |
| Equinix (EQIX) | 19.3 | $133M | 318k | 418.14 | |
| Tableau Software Inc Cl A | 15.9 | $110M | 1.4M | 80.82 | |
| Blackstone | 12.9 | $89M | 2.8M | 31.95 | |
| Autodesk (ADSK) | 12.3 | $85M | 679k | 125.58 | |
| Nice Systems (NICE) | 8.9 | $62M | 656k | 93.93 | |
| Ellie Mae | 6.2 | $43M | 462k | 91.94 | |
| Lpl Financial Holdings (LPLA) | 4.3 | $29M | 482k | 61.07 | |
| Summit Midstream Partners | 0.8 | $5.7M | 81M | 0.07 |
