Sureview Capital as of March 31, 2014
Portfolio Holdings for Sureview Capital
Sureview Capital holds 22 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Consumer Discretionary SPDR (XLY) | 34.0 | $78M | 1.2M | 64.72 | |
| Ctrip.com International | 15.4 | $35M | 700k | 50.42 | |
| American Tower Reit (AMT) | 12.5 | $29M | 350k | 81.87 | |
| Amazon (AMZN) | 9.2 | $21M | 63k | 336.52 | |
| CBS Corporation | 3.4 | $7.7M | 125k | 61.80 | |
| Yahoo! | 2.8 | $6.4M | 178k | 35.90 | |
| Vail Resorts (MTN) | 2.7 | $6.3M | 90k | 69.70 | |
| Twenty-first Century Fox | 2.5 | $5.8M | 182k | 31.97 | |
| Facebook Inc cl a (META) | 2.1 | $4.8M | 79k | 60.24 | |
| Visa (V) | 2.0 | $4.7M | 22k | 215.88 | |
| MGM Resorts International. (MGM) | 2.0 | $4.7M | 180k | 25.86 | |
| 1.9 | $4.5M | 4.0k | 1114.50 | ||
| Fidelity National Information Services (FIS) | 1.8 | $4.0M | 75k | 53.45 | |
| MasterCard Incorporated (MA) | 1.7 | $4.0M | 53k | 74.70 | |
| SouFun Holdings | 1.6 | $3.6M | 53k | 68.42 | |
| Sotheby's | 1.3 | $2.9M | 66k | 43.55 | |
| Yelp Inc cl a (YELP) | 1.1 | $2.6M | 34k | 76.94 | |
| DigitalGlobe | 0.5 | $1.1M | 37k | 29.00 | |
| Walt Disney Company (DIS) | 0.4 | $1.0M | 13k | 80.08 | |
| Penn National Gaming (PENN) | 0.3 | $793k | 64k | 12.33 | |
| Criteo Sa Ads (CRTO) | 0.3 | $808k | 20k | 40.54 | |
| Network | 0.2 | $497k | 45k | 11.04 |
