HMI Capital as of Dec. 31, 2012
Portfolio Holdings for HMI Capital
HMI Capital holds 8 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comscore | 16.4 | $16M | 1.1M | 13.78 | |
| Clear Channel Outdoor Holdings | 15.8 | $15M | 2.2M | 7.02 | |
| Oracle Corporation (ORCL) | 15.5 | $15M | 448k | 33.32 | |
| Charles Schwab Corporation (SCHW) | 14.5 | $14M | 970k | 14.36 | |
| Nice Systems (NICE) | 13.1 | $13M | 375k | 33.48 | |
| Autodesk (ADSK) | 12.5 | $12M | 340k | 35.35 | |
| Fiserv (FI) | 10.5 | $10M | 127k | 79.03 | |
| JDA Software | 1.7 | $1.7M | 37k | 45.18 |
