HMI Capital as of Dec. 31, 2018
Portfolio Holdings for HMI Capital
HMI Capital holds 11 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tableau Software Inc Cl A | 18.0 | $158M | 1.3M | 120.00 | |
| Apollo Global Management 'a' | 18.0 | $158M | 6.4M | 24.54 | |
| Ellie Mae | 14.1 | $124M | 2.0M | 62.83 | |
| Autodesk (ADSK) | 12.4 | $109M | 849k | 128.61 | |
| Blackstone | 11.1 | $97M | 3.3M | 29.81 | |
| Alphabet Inc Class C cs (GOOG) | 10.6 | $93M | 90k | 1035.61 | |
| Anaplan | 4.0 | $35M | 1.3M | 26.54 | |
| Nice Systems (NICE) | 3.9 | $34M | 315k | 108.21 | |
| Equinix (EQIX) | 3.1 | $27M | 78k | 352.56 | |
| Summit Midstream Partners | 2.4 | $21M | 2.1M | 10.05 | |
| Lpl Financial Holdings (LPLA) | 2.4 | $21M | 340k | 61.08 |
