HMI Capital Management, L.P. Q1 2019 Filing
Filed May 13, 2019
Portfolio Value
$845.8B
Holdings
7
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APOAPOLLO GLOBAL MGMT LLC | 6,364,654 | $179.8B | 21.26% | |
| 2 | DATATABLEAU SOFTWARE INC | 1,305,426 | $166.2B | 19.64% | |
| 3 | —ELLIE MAE INC | 1,479,986 | $146.1B | 17.27% | |
| 4 | GOOGALPHABET INC | 108,000 | $126.7B | 14.98% | |
| 5 | BXUSDBLACKSTONE GROUP L P | 3,252,707 | $113.7B | 13.45% | |
| 6 | ADSKAUTODESK INC | 564,220 | $87.9B | 10.39% | |
| 7 | PLANUSDANAPLAN INC | 646,091 | $25.4B | 3.01% |