HMI Capital

Companies in the HMI Capital portfolio as of December 2016 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Summit Midstream Partners 17.59 4.48M 25.15
Lpl Financial Holdings 15.29 2.78M 35.21
Apollo Global Management 'a' 13.36 4.42M 19.36
Tableau Software Inc Cl A 12.85 1.95M 42.15
Autodesk (ADSK) 10.96 948185 74.01
Nice Systems (NICE) 10.63 989862 68.76
Equinix 7.91 141739 357.41
Blackstone (BX) 7.32 1.74M 27.03
Aspen Technology (AZPN) 4.09 478400 54.68