Meru Capital as of March 31, 2013
Portfolio Holdings for Meru Capital
Meru Capital holds 83 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications | 6.0 | $26M | 250k | 104.18 | |
| Carter's (CRI) | 5.0 | $22M | 380k | 57.27 | |
| Tripadvisor (TRIP) | 5.0 | $22M | 410k | 52.52 | |
| Financial Select Sector SPDR (XLF) | 4.2 | $18M | 1.0M | 18.21 | |
| Visa (V) | 3.6 | $16M | 93k | 169.84 | |
| Six Flags Entertainment (SIX) | 3.5 | $15M | 212k | 72.48 | |
| Yahoo! | 3.5 | $15M | 638k | 23.53 | |
| Market Vectors Gold Miners ETF | 3.3 | $14M | 381k | 37.85 | |
| Baker Hughes Incorporated | 3.1 | $14M | 292k | 46.41 | |
| Colfax Corporation | 3.1 | $14M | 290k | 46.54 | |
| 3.0 | $13M | 16k | 794.17 | ||
| Potash Corp. Of Saskatchewan I | 2.7 | $12M | 300k | 39.25 | |
| Equinix | 2.6 | $12M | 53k | 216.30 | |
| MasterCard Incorporated (MA) | 2.3 | $10M | 19k | 541.15 | |
| Sourcefire | 2.3 | $9.8M | 166k | 59.23 | |
| Liberty Global | 2.2 | $9.8M | 134k | 73.38 | |
| DISH Network | 2.2 | $9.7M | 257k | 37.90 | |
| Libertyinteractivecorp lbtventcoma | 2.2 | $9.6M | 126k | 75.58 | |
| Sally Beauty Holdings (SBH) | 2.0 | $8.8M | 300k | 29.38 | |
| Qualcomm (QCOM) | 1.9 | $8.5M | 127k | 66.94 | |
| Hertz Global Holdings | 1.9 | $8.3M | 373k | 22.26 | |
| Informatica Corporation | 1.8 | $7.8M | 226k | 34.47 | |
| SBA Communications Corporation | 1.6 | $7.2M | 100k | 72.00 | |
| Visteon Corporation (VC) | 1.6 | $6.9M | 119k | 57.70 | |
| Nxp Semiconductors N V (NXPI) | 1.5 | $6.5M | 216k | 30.29 | |
| McGraw-Hill Companies | 1.4 | $6.2M | 119k | 52.08 | |
| Amazon (AMZN) | 1.4 | $5.9M | 22k | 266.48 | |
| Comcast Corporation (CMCSA) | 1.3 | $5.8M | 139k | 41.98 | |
| Walt Disney Company (DIS) | 1.3 | $5.8M | 102k | 56.80 | |
| Liberty Media | 1.2 | $5.1M | 46k | 111.63 | |
| IntercontinentalEx.. | 1.1 | $5.0M | 31k | 163.06 | |
| Tim Participacoes Sa- | 1.1 | $5.0M | 228k | 21.88 | |
| Melco Crown Entertainment (MLCO) | 1.1 | $4.9M | 208k | 23.35 | |
| News Corporation | 1.1 | $4.6M | 151k | 30.51 | |
| Verisign (VRSN) | 1.0 | $4.3M | 90k | 47.27 | |
| Imax Corp Cad (IMAX) | 1.0 | $4.3M | 160k | 26.73 | |
| National-Oilwell Var | 0.7 | $3.2M | 45k | 70.76 | |
| Ryman Hospitality Pptys (RHP) | 0.7 | $3.1M | 68k | 45.74 | |
| Time Warner | 0.7 | $3.0M | 53k | 57.62 | |
| ICICI Bank (IBN) | 0.6 | $2.8M | 65k | 42.89 | |
| Schlumberger (SLB) | 0.6 | $2.6M | 35k | 74.89 | |
| H&R Block (HRB) | 0.6 | $2.5M | 85k | 29.41 | |
| EMC Corporation | 0.6 | $2.4M | 100k | 23.89 | |
| Lions Gate Entertainment | 0.6 | $2.4M | 100k | 23.77 | |
| Michael Kors Holdings | 0.6 | $2.4M | 42k | 56.79 | |
| Spdr S&p 500 Etf (SPY) | 0.5 | $2.4M | 15k | 156.67 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.5 | $2.3M | 70k | 33.11 | |
| Signet Jewelers (SIG) | 0.5 | $2.2M | 33k | 67.01 | |
| Avago Technologies | 0.5 | $2.2M | 62k | 35.91 | |
| Fortinet (FTNT) | 0.5 | $2.2M | 93k | 23.68 | |
| Moody's Corporation (MCO) | 0.5 | $2.0M | 38k | 53.33 | |
| Dole Food Company | 0.4 | $1.9M | 175k | 10.90 | |
| ARM Holdings | 0.4 | $1.8M | 43k | 42.37 | |
| Hca Holdings (HCA) | 0.4 | $1.7M | 43k | 40.64 | |
| Wynn Resorts (WYNN) | 0.4 | $1.6M | 13k | 125.15 | |
| Nabors Industries | 0.4 | $1.6M | 100k | 16.22 | |
| Ralph Lauren Corp (RL) | 0.3 | $1.5M | 9.1k | 169.34 | |
| Netflix (NFLX) | 0.3 | $1.5M | 7.7k | 189.25 | |
| Altera Corporation | 0.3 | $1.2M | 34k | 35.45 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $1.2M | 15k | 78.40 | |
| Dell | 0.2 | $1.1M | 75k | 14.33 | |
| Williams Companies (WMB) | 0.2 | $937k | 25k | 37.48 | |
| Yelp Inc cl a (YELP) | 0.2 | $948k | 40k | 23.70 | |
| Crown Castle International | 0.2 | $925k | 13k | 69.64 | |
| Calix (CALX) | 0.2 | $916k | 112k | 8.15 | |
| Halliburton Company (HAL) | 0.2 | $727k | 18k | 40.42 | |
| General Dynamics Corporation (GD) | 0.2 | $705k | 10k | 70.50 | |
| Tibco Software | 0.1 | $618k | 31k | 20.20 | |
| SPDR Gold Trust (GLD) | 0.1 | $572k | 3.7k | 154.59 | |
| Huntsman Corporation (HUN) | 0.1 | $558k | 30k | 18.60 | |
| LogMeIn | 0.1 | $577k | 30k | 19.23 | |
| Fusion-io | 0.1 | $491k | 30k | 16.37 | |
| Range Resources (RRC) | 0.1 | $405k | 5.0k | 81.00 | |
| Gol Linhas Aereas Inteligentes SA | 0.1 | $387k | 65k | 5.95 | |
| Ciena Corporation (CIEN) | 0.1 | $400k | 25k | 16.00 | |
| Electronics For Imaging | 0.1 | $355k | 14k | 25.36 | |
| iShares Dow Jones US Real Estate (IYR) | 0.1 | $347k | 5.0k | 69.40 | |
| Bazaarvoice | 0.1 | $366k | 50k | 7.32 | |
| Nam Tai Electronics | 0.1 | $272k | 20k | 13.60 | |
| Interxion Holding | 0.1 | $242k | 10k | 24.20 | |
| Monster Beverage | 0.1 | $239k | 5.0k | 47.80 | |
| Live Nation Entertainment (LYV) | 0.0 | $124k | 10k | 12.40 | |
| Digital Generation | 0.0 | $96k | 15k | 6.40 |
