HMI Capital as of June 30, 2013
Portfolio Holdings for HMI Capital
HMI Capital holds 7 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comscore | 24.2 | $31M | 1.3M | 24.39 | |
| Oracle Corporation (ORCL) | 17.9 | $23M | 735k | 30.71 | |
| Charles Schwab Corporation (SCHW) | 14.1 | $18M | 840k | 21.23 | |
| Autodesk (ADSK) | 13.3 | $17M | 496k | 33.94 | |
| Clear Channel Outdoor Hldgs Cl A | 12.8 | $16M | 2.2M | 7.46 | |
| Nice Sys Sponsored Adr (NICE) | 12.5 | $16M | 429k | 36.89 | |
| ACI Worldwide (ACIW) | 5.2 | $6.6M | 141k | 46.48 |
