HMI Capital Management, L.P. Q1 2017 Filing
Filed May 12, 2017
Portfolio Value
$626.4B
Holdings
8
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —SUMMIT MIDSTREAM PARTNERS LP | 4,526,224 | $108.6B | 17.34% | |
| 2 | APOAPOLLO GLOBAL MGMT LLC | 4,398,714 | $107.0B | 17.08% | |
| 3 | DATATABLEAU SOFTWARE INC | 1,752,286 | $86.8B | 13.86% | |
| 4 | ADSKAUTODESK INC | 883,566 | $76.4B | 12.20% | |
| 5 | LPLALPL FINL HLDGS INC | 1,879,941 | $74.9B | 11.95% | |
| 6 | NSYNICE LTD | 947,153 | $64.4B | 10.28% | |
| 7 | EQIXEQUINIX INC | 141,739 | $56.7B | 9.06% | |
| 8 | BXUSDBLACKSTONE GROUP L P | 1,735,000 | $51.5B | 8.23% |