HMI Capital as of March 31, 2019
Portfolio Holdings for HMI Capital
HMI Capital holds 7 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apollo Global Management 'a' | 21.3 | $180M | 6.4M | 28.25 | |
| Tableau Software Inc Cl A | 19.6 | $166M | 1.3M | 127.28 | |
| Ellie Mae | 17.3 | $146M | 1.5M | 98.69 | |
| Alphabet Inc Class C cs (GOOG) | 15.0 | $127M | 108k | 1173.31 | |
| Blackstone | 13.4 | $114M | 3.3M | 34.97 | |
| Autodesk (ADSK) | 10.4 | $88M | 564k | 155.82 | |
| Anaplan | 3.0 | $25M | 646k | 39.36 |
