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Institutional Investment Manager
HMI Capital Management, L.P.
HMI Capital Management, L.P. (CIK: 0001469026) incorporated in Delaware, located at 555 California Street, San Francisco, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 8 holdings with a total value of $626,377,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BLACKSTONE GROUP L P 1,735,000 51,530,000 8.23%
2 EQUINIX INC 141,739 56,748,000 9.06%
3 Nice Systems LTD Sponsored 947,153 64,387,000 10.28%
4 LPL FINL HLDGS INC 1,879,941 74,878,000 11.95%
5 AUTODESK INC 883,566 76,402,000 12.20%
6 TABLEAU SOFTWARE INC 1,752,286 86,826,000 13.86%
7 APOLLO GLOBAL MGMT LLC 4,398,714 106,977,000 17.08%
8 SUMMIT MIDSTREAM PARTNERS LP 4,526,224 108,629,000 17.34%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-001031, filed 2017.05.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.