HMI Capital as of June 30, 2018
Portfolio Holdings for HMI Capital
HMI Capital holds 9 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apollo Global Management 'a' | 18.4 | $148M | 4.6M | 31.87 | |
| Tableau Software Inc Cl A | 15.8 | $127M | 1.3M | 97.75 | |
| Equinix (EQIX) | 13.5 | $109M | 253k | 429.89 | |
| Autodesk (ADSK) | 12.1 | $97M | 739k | 131.09 | |
| Blackstone | 11.8 | $95M | 3.0M | 32.17 | |
| Summit Midstream Partners | 10.3 | $83M | 5.4M | 15.40 | |
| Nice Systems (NICE) | 7.9 | $63M | 611k | 103.77 | |
| Ellie Mae | 6.2 | $50M | 478k | 103.84 | |
| Lpl Financial Holdings (LPLA) | 3.9 | $32M | 482k | 65.54 |
