Dark
Light
System
Institutional Investment Manager
HMI Capital Management, L.P.
HMI Capital Management, L.P. (CIK: 0001469026) incorporated in Delaware, located at 555 California Street, San Francisco, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Original 13F HR (0001469026-14-000006) filed in 2014.08.13
#
Name
Shares
Value ($)
%
Options
Notes
1 AUTODESK INC 530,846 29,929 15.46%
2 LPL FINL HLDGS INC 530,000 26,362 13.62%
3 Equinix Inc New 124,500 26,156 13.51%
4 COMSCORE INC 647,280 22,965 11.87%
5 ACI WORLDWIDE INC 400,000 22,332 11.54%
6 Nice Systems LTD Sponsored 544,938 22,239 11.49%
7 ORACLE CORP 480,200 19,463 10.06%
8 SCHWAB CHARLES CORP 608,149 16,377 8.46%
9 CLEAR CHANNEL OUTDOOR HLDGS CL A 943,087 7,714 3.99%