HMI Capital as of Dec. 31, 2016
Portfolio Holdings for HMI Capital
HMI Capital holds 9 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Summit Midstream Partners | 17.6 | $113M | 4.5M | 25.15 | |
| Lpl Financial Holdings (LPLA) | 15.3 | $98M | 2.8M | 35.21 | |
| Apollo Global Management 'a' | 13.4 | $86M | 4.4M | 19.36 | |
| Tableau Software Inc Cl A | 12.8 | $82M | 2.0M | 42.15 | |
| Autodesk (ADSK) | 11.0 | $70M | 948k | 74.01 | |
| Nice Systems (NICE) | 10.6 | $68M | 990k | 68.76 | |
| Equinix (EQIX) | 7.9 | $51M | 142k | 357.41 | |
| Blackstone | 7.3 | $47M | 1.7M | 27.03 | |
| Aspen Technology | 4.1 | $26M | 478k | 54.68 |
