Sureview Capital as of Dec. 31, 2013
Portfolio Holdings for Sureview Capital
Sureview Capital holds 40 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 19.8 | $168M | 300k | 561.02 | |
| Sina Corporation | 6.5 | $56M | 660k | 84.25 | |
| Facebook Inc cl a (META) | 6.4 | $55M | 1.0M | 54.66 | |
| Aol | 5.8 | $49M | 1.1M | 46.62 | |
| CBS Corporation | 5.2 | $45M | 700k | 63.74 | |
| Via | 5.1 | $44M | 500k | 87.34 | |
| 4.0 | $34M | 30k | 1120.70 | ||
| American Tower Reit (AMT) | 3.9 | $34M | 420k | 79.82 | |
| Crown Castle International | 3.9 | $33M | 450k | 73.43 | |
| Linkedin Corp | 3.5 | $30M | 137k | 216.83 | |
| eBay (EBAY) | 3.2 | $27M | 500k | 54.89 | |
| Liberty Global Inc Com Ser A | 2.6 | $22M | 250k | 88.99 | |
| Vail Resorts (MTN) | 2.3 | $20M | 260k | 75.23 | |
| Sotheby's | 2.2 | $19M | 360k | 53.20 | |
| Sfx Entmt | 2.2 | $19M | 1.6M | 12.00 | |
| Libertyinteractivecorp lbtventcoma | 2.2 | $18M | 150k | 122.59 | |
| Realogy Hldgs (HOUS) | 2.0 | $17M | 340k | 49.47 | |
| Yahoo! | 1.7 | $14M | 350k | 40.44 | |
| Alliance Data Systems Corporation (BFH) | 1.5 | $13M | 50k | 262.94 | |
| priceline.com Incorporated | 1.4 | $12M | 10k | 1162.40 | |
| Ctrip.com International | 1.3 | $11M | 230k | 49.62 | |
| Trulia | 1.2 | $9.9M | 282k | 35.27 | |
| Twenty-first Century Fox | 1.1 | $9.7M | 276k | 35.18 | |
| Solarcity | 1.1 | $9.7M | 170k | 56.82 | |
| Hilton Worlwide Hldgs | 1.1 | $8.9M | 400k | 22.25 | |
| DigitalGlobe | 1.0 | $8.2M | 200k | 41.15 | |
| Wyndham Worldwide Corporation | 0.9 | $8.1M | 110k | 73.69 | |
| Bally Technologies | 0.8 | $7.1M | 91k | 78.45 | |
| Boyd Gaming Corporation (BYD) | 0.8 | $6.8M | 600k | 11.26 | |
| KAR Auction Services (KAR) | 0.8 | $6.7M | 227k | 29.55 | |
| Extended Stay America | 0.8 | $6.6M | 252k | 26.26 | |
| 0.7 | $6.0M | 95k | 63.65 | ||
| 58 Com Inc spon adr rep a | 0.7 | $5.8M | 150k | 38.34 | |
| Strategic Hotels & Resorts | 0.7 | $5.7M | 600k | 9.45 | |
| 21vianet Group (VNET) | 0.5 | $4.6M | 194k | 23.52 | |
| Las Vegas Sands (LVS) | 0.4 | $3.5M | 45k | 78.87 | |
| Zynga | 0.4 | $3.2M | 850k | 3.80 | |
| Higher One Holdings | 0.2 | $1.8M | 186k | 9.76 | |
| Perfect World | 0.0 | $234k | 13k | 17.79 | |
| Wix (WIX) | 0.0 | $1.0k | 53.00 | 18.87 |
