HMI Capital Management, L.P. Q3 2018 Filing
Filed November 13, 2018
Portfolio Value
$782.6B
Holdings
9
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APOAPOLLO GLOBAL MGMT LLC | 4,402,975 | $152.1B | 19.44% | |
| 2 | DATATABLEAU SOFTWARE INC | 1,268,726 | $141.8B | 18.12% | |
| 3 | BXUSDBLACKSTONE GROUP L P | 2,957,707 | $112.6B | 14.39% | |
| 4 | EQIXEQUINIX INC | 225,876 | $97.8B | 12.49% | |
| 5 | ADSKAUTODESK INC | 554,220 | $86.5B | 11.06% | |
| 6 | NSYNICE LTD | 520,802 | $59.6B | 7.62% | |
| 7 | —SUMMIT MIDSTREAM PARTNERS LP | 4,076,087 | $58.3B | 7.45% | |
| 8 | —ELLIE MAE INC | 479,917 | $45.5B | 5.81% | |
| 9 | LPLALPL FINL HLDGS INC | 439,452 | $28.3B | 3.62% |