HMI Capital as of March 31, 2014
Portfolio Holdings for HMI Capital
HMI Capital holds 9 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lpl Financial Holdings (LPLA) | 12.8 | $23M | 442k | 52.54 | |
| Oracle Corporation (ORCL) | 12.8 | $23M | 564k | 40.91 | |
| Nice Systems (NICE) | 12.6 | $23M | 510k | 44.66 | |
| ACI Worldwide (ACIW) | 12.3 | $22M | 375k | 59.19 | |
| Comscore | 12.2 | $22M | 674k | 32.79 | |
| Autodesk (ADSK) | 11.5 | $21M | 421k | 49.18 | |
| Charles Schwab Corporation (SCHW) | 9.8 | $18M | 648k | 27.33 | |
| Equinix | 9.7 | $18M | 95k | 184.84 | |
| Clear Channel Outdoor Holdings | 6.3 | $11M | 1.3M | 9.11 |
