HMI Capital Management, L.P. Q1 2016 Filing
Filed May 13, 2016
Portfolio Value
$460.3B
Holdings
9
Report Date
Q1 2016
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APOAPOLLO GLOBAL MGMT LLC | 4,796,200 | $82.1B | 17.84% | |
| 2 | ADSKAUTODESK INC | 1,314,185 | $76.6B | 16.65% | |
| 3 | —SUMMIT MIDSTREAM PARTNERS LP | 4,296,500 | $73.0B | 15.85% | |
| 4 | LPLALPL FINL HLDGS INC | 2,779,941 | $68.9B | 14.98% | |
| 5 | NSYNICE SYS LTD | 741,543 | $48.0B | 10.44% | |
| 6 | EQIXEQUINIX INC | 133,739 | $44.2B | 9.61% | |
| 7 | AZPNUSDASPEN TECHNOLOGY INC | 1,042,400 | $37.7B | 8.18% | |
| 8 | BXUSDBLACKSTONE GROUP L P | 545,000 | $15.3B | 3.32% | |
| 9 | PTCPTC INC | 435,000 | $14.4B | 3.13% |