HMI Capital as of Sept. 30, 2014
Portfolio Holdings for HMI Capital
HMI Capital holds 9 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autodesk (ADSK) | 14.4 | $31M | 559k | 55.10 | |
| Lpl Financial Holdings (LPLA) | 13.6 | $29M | 635k | 46.05 | |
| Equinix | 12.7 | $27M | 128k | 212.48 | |
| Nice Systems (NICE) | 12.1 | $26M | 635k | 40.79 | |
| ACI Worldwide (ACIW) | 11.9 | $25M | 1.4M | 18.76 | |
| Oracle Corporation (ORCL) | 10.4 | $22M | 585k | 38.28 | |
| Comscore | 10.3 | $22M | 553k | 40.03 | |
| Charles Schwab Corporation (SCHW) | 8.4 | $18M | 611k | 29.39 | |
| RealPage | 6.2 | $13M | 860k | 15.50 |
