HMI Capital Management, L.P. Q2 2017 Filing
Filed August 10, 2017
Portfolio Value
$636.1B
Holdings
8
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —SUMMIT MIDSTREAM PARTNERS LP | 5,114,309 | $115.8B | 18.21% | |
| 2 | APOAPOLLO GLOBAL MGMT LLC | 4,068,714 | $107.6B | 16.92% | |
| 3 | DATATABLEAU SOFTWARE INC | 1,414,186 | $86.6B | 13.62% | |
| 4 | LPLALPL FINL HLDGS INC | 1,879,941 | $79.8B | 12.55% | |
| 5 | NSYNICE LTD | 837,562 | $65.9B | 10.37% | |
| 6 | EQIXEQUINIX INC | 143,739 | $61.7B | 9.70% | |
| 7 | ADSKAUTODESK INC | 597,491 | $60.2B | 9.47% | |
| 8 | BXUSDBLACKSTONE GROUP L P | 1,748,700 | $58.3B | 9.17% |