HMI Capital Management, L.P. Q4 2017 Filing
Filed February 12, 2018
Portfolio Value
$864.9B
Holdings
9
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APOAPOLLO GLOBAL MGMT LLC | 4,054,214 | $135.7B | 15.69% | |
| 2 | —SUMMIT MIDSTREAM PARTNERS LP | 5,806,686 | $119.0B | 13.76% | |
| 3 | EQIXEQUINIX INC | 252,039 | $114.2B | 13.21% | |
| 4 | DATATABLEAU SOFTWARE INC | 1,594,926 | $110.4B | 12.76% | |
| 5 | LPLALPL FINL HLDGS INC | 1,879,941 | $107.4B | 12.42% | |
| 6 | ADSKAUTODESK INC | 888,220 | $93.1B | 10.77% | |
| 7 | BXUSDBLACKSTONE GROUP L P | 2,652,707 | $84.9B | 9.82% | |
| 8 | NSYNICE LTD | 860,562 | $79.1B | 9.14% | |
| 9 | —ELLIE MAE INC | 235,000 | $21.0B | 2.43% |