HMI Capital as of Sept. 30, 2018
Portfolio Holdings for HMI Capital
HMI Capital holds 9 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apollo Global Management 'a' | 19.4 | $152M | 4.4M | 34.55 | |
| Tableau Software Inc Cl A | 18.1 | $142M | 1.3M | 111.74 | |
| Blackstone | 14.4 | $113M | 3.0M | 38.08 | |
| Equinix (EQIX) | 12.5 | $98M | 226k | 432.89 | |
| Autodesk (ADSK) | 11.1 | $87M | 554k | 156.11 | |
| Nice Systems (NICE) | 7.6 | $60M | 521k | 114.47 | |
| Summit Midstream Partners | 7.5 | $58M | 4.1M | 14.30 | |
| Ellie Mae | 5.8 | $46M | 480k | 94.77 | |
| Lpl Financial Holdings (LPLA) | 3.6 | $28M | 440k | 64.51 |
