HMI Capital Management, L.P. Q4 2018 Filing
Filed February 12, 2019
Portfolio Value
$877.3B
Holdings
11
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DATATABLEAU SOFTWARE INC | 1,314,426 | $157.7B | 17.98% | |
| 2 | APOAPOLLO GLOBAL MGMT LLC | 6,424,654 | $157.7B | 17.97% | |
| 3 | —ELLIE MAE INC | 1,974,986 | $124.1B | 14.14% | |
| 4 | ADSKAUTODESK INC | 849,220 | $109.2B | 12.45% | |
| 5 | BXUSDBLACKSTONE GROUP L P | 3,252,707 | $97.0B | 11.05% | |
| 6 | GOOGALPHABET INC | 90,069 | $93.3B | 10.63% | |
| 7 | PLANUSDANAPLAN INC | 1,328,600 | $35.3B | 4.02% | |
| 8 | NSYNICE LTD | 314,710 | $34.1B | 3.88% | |
| 9 | EQIXEQUINIX INC | 77,600 | $27.4B | 3.12% | |
| 10 | —SUMMIT MIDSTREAM PARTNERS LP | 2,076,087 | $20.9B | 2.38% | |
| 11 | LPLALPL FINL HLDGS INC | 340,363 | $20.8B | 2.37% |