HMI Capital Management, L.P. Q1 2018 Filing
Filed May 14, 2018
Portfolio Value
$690.8B
Holdings
9
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APOAPOLLO GLOBAL MGMT LLC | 4,519,028 | $133.9B | 19.38% | |
| 2 | EQIXEQUINIX INC | 318,376 | $133.1B | 19.27% | |
| 3 | DATATABLEAU SOFTWARE INC | 1,358,726 | $109.8B | 15.90% | |
| 4 | BXUSDBLACKSTONE GROUP L P | 2,797,707 | $89.4B | 12.94% | |
| 5 | ADSKAUTODESK INC | 679,220 | $85.3B | 12.35% | |
| 6 | NSYNICE LTD | 655,802 | $61.6B | 8.92% | |
| 7 | —ELLIE MAE INC | 462,221 | $42.5B | 6.15% | |
| 8 | LPLALPL FINL HLDGS INC | 482,021 | $29.4B | 4.26% | |
| 9 | —SUMMIT MIDSTREAM PARTNERS LP | 81,232,688 | $5.8B | 0.84% |