Sureview Capital as of June 30, 2013
Portfolio Holdings for Sureview Capital
Sureview Capital holds 33 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| eBay Call Option (EBAY) | 9.3 | $47M | 900k | 51.72 | |
| Linkedin Corp Com Cl A | 9.2 | $46M | 260k | 178.30 | |
| Google Cl A | 9.1 | $46M | 52k | 880.33 | |
| American Tower Reit (AMT) | 6.4 | $32M | 436k | 73.17 | |
| Amazon Call Option (AMZN) | 5.5 | $28M | 100k | 277.69 | |
| Visa Com Cl A Call Option (V) | 5.5 | $27M | 150k | 182.75 | |
| Comcast Corp Cl A Call Option (CMCSA) | 5.0 | $25M | 600k | 41.88 | |
| Robert Half International (RHI) | 4.0 | $20M | 600k | 33.23 | |
| Liberty Global Shs Cl A Call Option | 3.7 | $19M | 250k | 74.08 | |
| Bally Technologies | 3.4 | $17M | 301k | 56.42 | |
| Las Vegas Sands (LVS) | 3.4 | $17M | 320k | 52.93 | |
| Netease Sponsored Adr (NTES) | 3.2 | $16M | 251k | 63.17 | |
| Alliance Data Systems Corporation (BFH) | 3.0 | $15M | 84k | 181.03 | |
| News Corp Cl A | 2.9 | $15M | 450k | 32.60 | |
| Starwood Hotels & Resorts Worldwide | 2.8 | $14M | 225k | 63.19 | |
| Aol | 2.8 | $14M | 385k | 36.48 | |
| Ctrip Com Intl American Dep Shs | 2.7 | $13M | 408k | 32.63 | |
| NCR Corporation (VYX) | 2.0 | $10M | 310k | 32.99 | |
| Shfl Entertainment | 2.0 | $9.8M | 554k | 17.71 | |
| Sotheby's | 1.9 | $9.5M | 250k | 37.91 | |
| Vail Resorts (MTN) | 1.9 | $9.3M | 151k | 61.52 | |
| Digitalglobe Com New | 1.9 | $9.3M | 300k | 31.01 | |
| Dreamworks Animation Skg Cl A | 1.8 | $9.0M | 351k | 25.66 | |
| Perfect World Spon Adr Rep B | 1.4 | $7.0M | 400k | 17.42 | |
| Wyndham Worldwide Corporation Call Option | 1.3 | $6.3M | 110k | 57.23 | |
| Yahoo! | 1.3 | $6.3M | 250k | 25.11 | |
| Responsys | 0.8 | $4.2M | 296k | 14.31 | |
| Soufun Hldgs Adr | 0.5 | $2.4M | 97k | 24.82 | |
| Novagold Res Com New (NG) | 0.5 | $2.4M | 1.1M | 2.11 | |
| Groupon Com Cl A | 0.4 | $2.2M | 261k | 8.50 | |
| 21vianet Group Sponsored Adr (VNET) | 0.4 | $2.0M | 177k | 11.33 | |
| Expedia Inc Del Com New (EXPE) | 0.1 | $602k | 10k | 60.20 | |
| Yy Ads Repcom Cla | 0.1 | $260k | 9.7k | 26.80 |
