HMI Capital as of Sept. 30, 2013
Portfolio Holdings for HMI Capital
HMI Capital holds 7 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oracle Corporation (ORCL) | 21.5 | $27M | 817k | 33.17 | |
| Nice Systems (NICE) | 15.6 | $20M | 474k | 41.37 | |
| Comscore | 15.5 | $20M | 675k | 28.97 | |
| Clear Channel Outdoor Holdings | 14.1 | $18M | 2.2M | 8.20 | |
| Charles Schwab Corporation (SCHW) | 13.3 | $17M | 795k | 21.14 | |
| Autodesk (ADSK) | 12.1 | $15M | 371k | 41.17 | |
| ACI Worldwide (ACIW) | 7.8 | $9.9M | 183k | 54.06 |
