HMI Capital Management, L.P. Q2 2018 Filing
Filed August 13, 2018
Portfolio Value
$802.7B
Holdings
9
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APOAPOLLO GLOBAL MGMT LLC | 4,632,975 | $147.7B | 18.39% | |
| 2 | DATATABLEAU SOFTWARE INC | 1,298,726 | $127.0B | 15.82% | |
| 3 | EQIXEQUINIX INC | 252,876 | $108.7B | 13.54% | |
| 4 | ADSKAUTODESK INC | 739,220 | $96.9B | 12.07% | |
| 5 | BXUSDBLACKSTONE GROUP L P | 2,957,707 | $95.1B | 11.85% | |
| 6 | —SUMMIT MIDSTREAM PARTNERS LP | 5,373,392 | $82.8B | 10.31% | |
| 7 | NSYNICE LTD | 610,802 | $63.4B | 7.90% | |
| 8 | —ELLIE MAE INC | 477,763 | $49.6B | 6.18% | |
| 9 | LPLALPL FINL HLDGS INC | 482,021 | $31.6B | 3.94% |