HMI Capital as of March 31, 2015
Portfolio Holdings for HMI Capital
HMI Capital holds 7 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lpl Financial Holdings (LPLA) | 21.1 | $41M | 943k | 43.86 | |
| Nice Systems (NICE) | 18.1 | $35M | 582k | 60.93 | |
| Autodesk (ADSK) | 17.1 | $33M | 569k | 58.64 | |
| Equinix (EQIX) | 16.9 | $33M | 142k | 232.85 | |
| Ihs | 13.1 | $26M | 226k | 113.76 | |
| Oracle Corporation (ORCL) | 13.0 | $25M | 588k | 43.15 | |
| RealPage | 0.7 | $1.3M | 64k | 20.14 |
