HMI Capital Management, L.P. Q3 2017 Filing
Filed November 13, 2017
Portfolio Value
$725.8B
Holdings
8
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APOAPOLLO GLOBAL MGMT LLC | 4,053,714 | $122.0B | 16.81% | |
| 2 | —SUMMIT MIDSTREAM PARTNERS LP | 5,154,264 | $103.1B | 14.20% | |
| 3 | DATATABLEAU SOFTWARE INC | 1,324,186 | $99.2B | 13.66% | |
| 4 | LPLALPL FINL HLDGS INC | 1,879,941 | $96.9B | 13.36% | |
| 5 | NSYNICE LTD | 995,562 | $80.9B | 11.15% | |
| 6 | EQIXEQUINIX INC | 171,739 | $76.6B | 10.56% | |
| 7 | ADSKAUTODESK INC | 672,491 | $75.5B | 10.40% | |
| 8 | BXUSDBLACKSTONE GROUP L P | 2,143,000 | $71.5B | 9.85% |