HMI Capital as of Dec. 31, 2013
Portfolio Holdings for HMI Capital
HMI Capital holds 8 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oracle Corporation (ORCL) | 21.8 | $31M | 817k | 38.26 | |
| Charles Schwab Corporation (SCHW) | 14.4 | $21M | 795k | 26.00 | |
| Nice Systems (NICE) | 13.5 | $19M | 474k | 40.96 | |
| Comscore | 13.2 | $19M | 661k | 28.61 | |
| Autodesk (ADSK) | 13.0 | $19M | 371k | 50.32 | |
| Clear Channel Outdoor Holdings | 9.7 | $14M | 1.4M | 10.14 | |
| ACI Worldwide (ACIW) | 8.3 | $12M | 183k | 65.00 | |
| Lpl Financial Holdings (LPLA) | 6.1 | $8.7M | 185k | 47.05 |
