Sureview Capital as of June 30, 2012
Portfolio Holdings for Sureview Capital
Sureview Capital holds 29 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Linkedin Corp | 8.0 | $26M | 245k | 106.27 | |
| priceline.com Incorporated | 6.2 | $20M | 30k | 664.53 | |
| salesforce (CRM) | 6.0 | $19M | 140k | 138.26 | |
| Via | 5.9 | $19M | 409k | 47.02 | |
| Sirius XM Radio | 5.6 | $18M | 9.8M | 1.85 | |
| Ross Stores (ROST) | 5.5 | $18M | 288k | 62.47 | |
| Liberty Media Corp lcpad | 5.4 | $18M | 200k | 87.91 | |
| Time Warner | 4.6 | $15M | 385k | 38.50 | |
| International Business Machines (IBM) | 4.3 | $14M | 72k | 195.58 | |
| Starwood Hotels & Resorts Worldwide | 4.0 | $13M | 246k | 53.04 | |
| Teradata Corporation (TDC) | 3.8 | $12M | 170k | 72.01 | |
| Tibco Software | 3.7 | $12M | 404k | 29.92 | |
| Regal Entertainment | 3.6 | $12M | 856k | 13.76 | |
| Apple (AAPL) | 3.6 | $12M | 20k | 584.00 | |
| News Corporation | 3.4 | $11M | 500k | 22.29 | |
| Yahoo! | 3.4 | $11M | 700k | 15.83 | |
| Lamar Advertising Company | 3.4 | $11M | 384k | 28.60 | |
| United Rentals (URI) | 3.1 | $10M | 300k | 34.04 | |
| AvalonBay Communities (AVB) | 2.5 | $8.3M | 58k | 141.47 | |
| Shutterfly | 2.5 | $8.3M | 269k | 30.69 | |
| Con-way | 2.2 | $7.2M | 200k | 36.11 | |
| Comcast Corporation (CMCSA) | 2.0 | $6.4M | 200k | 31.97 | |
| Digital Realty Trust (DLR) | 1.9 | $6.1M | 81k | 75.07 | |
| Yandex Nv-a (YNDX) | 1.5 | $4.8M | 250k | 19.05 | |
| stock | 1.0 | $3.4M | 120k | 28.10 | |
| Imax Corp Cad (IMAX) | 1.0 | $3.3M | 136k | 24.03 | |
| Strategic Hotels & Resorts | 0.8 | $2.4M | 375k | 6.46 | |
| Qihoo 360 Technologies Co Lt | 0.5 | $1.7M | 100k | 17.29 | |
| Jive Software | 0.3 | $1.1M | 50k | 21.00 |
