HMI Capital as of June 30, 2014
Portfolio Holdings for HMI Capital
HMI Capital holds 9 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autodesk (ADSK) | 15.5 | $30M | 531k | 56.38 | |
| Lpl Financial Holdings (LPLA) | 13.6 | $26M | 530k | 49.74 | |
| Equinix | 13.5 | $26M | 125k | 210.09 | |
| Comscore | 11.9 | $23M | 647k | 35.48 | |
| ACI Worldwide (ACIW) | 11.5 | $22M | 400k | 55.83 | |
| Nice Systems (NICE) | 11.5 | $22M | 545k | 40.81 | |
| Oracle Corporation (ORCL) | 10.1 | $20M | 480k | 40.53 | |
| Charles Schwab Corporation (SCHW) | 8.5 | $16M | 608k | 26.93 | |
| Clear Channel Outdoor Holdings | 4.0 | $7.7M | 943k | 8.18 |
