Sureview Capital as of March 31, 2013
Portfolio Holdings for Sureview Capital
Sureview Capital holds 36 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 |
|---|---|---|---|---|---|
| eBay (EBAY) | 11.9 | $57M | 1.1M | 54.22 | |
| Linkedin Corp | 11.8 | $56M | 320k | 176.06 | |
| Amazon (AMZN) | 5.6 | $27M | 100k | 266.49 | |
| American Tower Reit (AMT) | 5.1 | $25M | 320k | 76.92 | |
| 4.8 | $23M | 29k | 794.05 | ||
| Las Vegas Sands (LVS) | 3.8 | $18M | 320k | 56.35 | |
| Harley-Davidson (HOG) | 3.1 | $15M | 275k | 53.30 | |
| Time Warner | 3.0 | $14M | 250k | 57.62 | |
| ValueClick | 2.9 | $14M | 476k | 29.55 | |
| Vail Resorts (MTN) | 2.9 | $14M | 225k | 62.32 | |
| NetEase (NTES) | 2.9 | $14M | 251k | 54.77 | |
| Yahoo! | 2.9 | $14M | 579k | 23.53 | |
| CBS Corporation | 2.8 | $14M | 290k | 46.69 | |
| Melco Crown Entertainment (MLCO) | 2.7 | $13M | 550k | 23.34 | |
| Liberty Global | 2.7 | $13M | 175k | 73.40 | |
| Starwood Hotels & Resorts Worldwide | 2.7 | $13M | 200k | 63.73 | |
| Equifax (EFX) | 2.6 | $13M | 218k | 57.59 | |
| Aol | 2.6 | $13M | 325k | 38.49 | |
| News Corporation | 2.5 | $12M | 400k | 30.52 | |
| Walt Disney Company (DIS) | 2.4 | $11M | 198k | 56.80 | |
| Expedia (EXPE) | 2.2 | $10M | 173k | 60.01 | |
| Time Warner Cable | 2.0 | $9.6M | 100k | 96.06 | |
| Realogy Hldgs (HOUS) | 2.0 | $9.5M | 195k | 48.84 | |
| Sirius XM Radio | 1.9 | $9.2M | 3.0M | 3.08 | |
| Apple (AAPL) | 1.6 | $7.5M | 17k | 442.65 | |
| DigitalGlobe | 1.5 | $7.2M | 250k | 28.91 | |
| NCR Corporation (VYX) | 1.4 | $6.6M | 240k | 27.56 | |
| Western Union Company (WU) | 1.3 | $6.4M | 423k | 15.04 | |
| MGM Resorts International. (MGM) | 1.2 | $5.6M | 423k | 13.15 | |
| Groupon | 1.1 | $5.2M | 847k | 6.12 | |
| SouFun Holdings | 0.8 | $3.9M | 149k | 26.21 | |
| Yelp Inc cl a (YELP) | 0.6 | $2.7M | 115k | 23.71 | |
| Acxiom Corporation | 0.4 | $1.8M | 89k | 20.40 | |
| REPCOM cla | 0.2 | $946k | 56k | 16.89 | |
| VELTI PLC ST Helier | 0.2 | $863k | 436k | 1.98 | |
| AutoNavi Holdings | 0.1 | $268k | 25k | 10.72 |
