HMI Capital Management, L.P. Q2 2016 Filing
Filed August 12, 2016
Portfolio Value
$530.6B
Holdings
9
Report Date
Q2 2016
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —SUMMIT MIDSTREAM PARTNERS LP | 4,376,500 | $100.0B | 18.85% | |
| 2 | APOAPOLLO GLOBAL MGMT LLC | 5,466,293 | $82.8B | 15.61% | |
| 3 | ADSKAUTODESK INC | 1,244,185 | $67.4B | 12.70% | |
| 4 | LPLALPL FINL HLDGS INC | 2,779,941 | $62.6B | 11.80% | |
| 5 | EQIXEQUINIX INC | 133,739 | $51.9B | 9.77% | |
| 6 | NSYNICE LTD | 774,862 | $49.5B | 9.32% | |
| 7 | AZPNUSDASPEN TECHNOLOGY INC | 1,042,400 | $41.9B | 7.91% | |
| 8 | DATATABLEAU SOFTWARE INC | 765,000 | $37.4B | 7.05% | |
| 9 | BXUSDBLACKSTONE GROUP L P | 1,510,000 | $37.1B | 6.98% |