HMI Capital as of Dec. 31, 2014
Portfolio Holdings for HMI Capital
HMI Capital holds 9 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lpl Financial Holdings (LPLA) | 18.7 | $40M | 888k | 44.55 | |
| Nice Systems (NICE) | 15.4 | $33M | 642k | 50.65 | |
| Equinix | 14.7 | $31M | 137k | 226.73 | |
| Autodesk (ADSK) | 14.3 | $30M | 504k | 60.06 | |
| Comscore | 11.8 | $25M | 540k | 46.43 | |
| Oracle Corporation (ORCL) | 7.8 | $16M | 365k | 44.97 | |
| ACI Worldwide (ACIW) | 7.1 | $15M | 745k | 20.17 | |
| RealPage | 7.0 | $15M | 675k | 21.96 | |
| Charles Schwab Corporation (SCHW) | 3.2 | $6.8M | 225k | 30.19 |
