HMI Capital Management, L.P. Q3 2016 Filing
Filed November 10, 2016
Portfolio Value
$600.7B
Holdings
9
Report Date
Q3 2016
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —SUMMIT MIDSTREAM PARTNERS LP | 4,381,958 | $100.5B | 16.73% | |
| 2 | APOAPOLLO GLOBAL MGMT LLC | 5,466,293 | $98.2B | 16.34% | |
| 3 | LPLALPL FINL HLDGS INC | 2,779,941 | $83.1B | 13.84% | |
| 4 | ADSKAUTODESK INC | 1,051,185 | $76.0B | 12.66% | |
| 5 | NSYNICE LTD | 774,862 | $51.9B | 8.63% | |
| 6 | EQIXEQUINIX INC | 141,739 | $51.1B | 8.50% | |
| 7 | DATATABLEAU SOFTWARE INC | 904,661 | $50.0B | 8.32% | |
| 8 | AZPNUSDASPEN TECHNOLOGY INC | 1,042,400 | $48.8B | 8.12% | |
| 9 | BXUSDBLACKSTONE GROUP L P | 1,610,000 | $41.1B | 6.84% |