Sureview Capital LLC 13F 持仓 · 最近申报 2014年Q1
Sureview Capital 在 2014年Q1（报告期截至 2014-03-31）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 2.29 亿美元。前几大持仓：XLY（33.96%）、TCOM（15.44%）、AMT（12.53%）。本季前 25 大持仓中：新建仓 12 只、增持 1 只、减持 9 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XLY | SELECT SECTOR SPDR TR | $77.7M | 33.96% | 1.2M | 新建仓 |
| 2 | TCOM | CTRIP COM INTL LTD | $35.3M | 15.44% | 700,000 | 增持 |
| 3 | AMT | AMERICAN TOWER CORP NEW | $28.7M | 12.53% | 350,000 | 减持 |
| 4 | AMZN | AMAZON COM INC | $21.0M | 9.19% | 62,473 | 新建仓 |
| 5 | PARA | CBS CORP NEW | $7.7M | 3.38% | 125,000 | 减持 |
| 6 | YHOO | YAHOO INC | $6.4M | 2.80% | 178,420 | 减持 |
| 7 | MTN | VAIL RESORTS INC | $6.3M | 2.74% | 90,000 | 减持 |
| 8 | TFCFA | TWENTY FIRST CENTY FOX INC | $5.8M | 2.54% | 181,598 | 减持 |
| 9 | META | FACEBOOK INC | $4.8M | 2.08% | 78,957 | 减持 |
| 10 | MGM | MGM RESORTS INTERNATIONAL | $4.7M | 2.04% | 180,000 | 新建仓 |
| 11 | V | VISA INC | $4.7M | 2.04% | 21,586 | 新建仓 |
| 12 | GOOGL | GOOGLE INC | $4.5M | 1.95% | 4,000 | 减持 |
| 13 | FIS | FIDELITY NATL INFORMATION SV | $4.0M | 1.75% | 75,000 | 新建仓 |
| 14 | MA | MASTERCARD INC | $4.0M | 1.74% | 53,147 | 新建仓 |
| 15 | SFUNY | SOUFUN HLDGS LTD | $3.6M | 1.59% | 53,040 | 新建仓 |
| 16 | BID | SOTHEBYS | $2.9M | 1.26% | 66,227 | 减持 |
| 17 | YELP | YELP INC | $2.6M | 1.15% | 34,194 | 新建仓 |
| 18 | DGI | DIGITALGLOBE INC | $1.1M | 0.47% | 36,687 | 减持 |
| 19 | DIS | DISNEY WALT CO | $1.0M | 0.44% | 12,500 | 新建仓 |
| 20 | CRTO | CRITEO S A | $808,000 | 0.35% | 19,932 | 新建仓 |
| 21 | PENN | PENN NATL GAMING INC | $793,000 | 0.35% | 64,328 | 新建仓 |
| 22 | PERI | PERION NETWORK LTD | $497,000 | 0.22% | 45,000 | 新建仓 |
| 23 | AAPL | APPLE INC | $0 | 0.00% | 0 | 清仓 |
| 24 | AOL | AOL INC | $0 | 0.00% | 0 | 清仓 |
| 25 | BEE | STRATEGIC HOTELS & RESORTS I | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2014-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR