HMI Capital Management, L.P. Q4 2016 Filing
Filed February 13, 2017
Portfolio Value
$640.3B
Holdings
9
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —SUMMIT MIDSTREAM PARTNERS LP | 4,479,516 | $112.7B | 17.59% | |
| 2 | LPLALPL FINL HLDGS INC | 2,779,941 | $97.9B | 15.29% | |
| 3 | APOAPOLLO GLOBAL MGMT LLC | 4,420,214 | $85.6B | 13.36% | |
| 4 | DATATABLEAU SOFTWARE INC | 1,951,661 | $82.3B | 12.85% | |
| 5 | ADSKAUTODESK INC | 948,185 | $70.2B | 10.96% | |
| 6 | NSYNICE LTD | 989,862 | $68.1B | 10.63% | |
| 7 | EQIXEQUINIX INC | 141,739 | $50.7B | 7.91% | |
| 8 | BXUSDBLACKSTONE GROUP L P | 1,735,000 | $46.9B | 7.32% | |
| 9 | AZPNUSDASPEN TECHNOLOGY INC | 478,400 | $26.2B | 4.09% |