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 |
