Sureview Capital LLC — Q1 2014 13F 持股

Name: Sureview Capital LLC — 13F Holdings, Q1 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001534908

申报总市值

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	XLY	Ss Consumer Disc Select Sect	ETF-其他	33.96%	-33.96%	EXIT
2	CTRPUSD	Ctrip.com International-adr	股票-其他	15.44%	-15.44%	EXIT
3	AMT	American Tower CORP	股票-房地产	12.53%	-12.53%	EXIT
4	AMZN	Amazon.com INC	股票-周期性消费	9.19%	-9.19%	EXIT
5	✓	Cbs CORP New	股票-其他	3.38%	-3.38%	EXIT
6	✓	Yahoo INC	股票-其他	2.80%	-2.80%	EXIT
7	MTN	Vail Resorts INC	股票-周期性消费	2.74%	-2.74%	EXIT
8	XXI	Twenty One Capital, Inc.	股票-其他	2.54%	-2.54%	EXIT
9	META	Meta Platforms Inc-class A	股票-通信服务	2.08%	-2.08%	EXIT
10	V	Visa Inc-class A Shares	股票-金融	2.04%	-2.04%	EXIT
11	MGM	Mgm Resorts International	股票-周期性消费	2.04%	-2.04%	EXIT
12	GOOG	Alphabet A	股票-通信服务	1.95%	-1.95%	EXIT
13	FIS	Fidelity National Info Serv	股票-科技	1.75%	-1.75%	EXIT
14	MA	Mastercard INC - A	股票-金融	1.74%	-1.74%	EXIT
15	✓	Soufun Holdings LTD	股票-其他	1.59%	-1.59%	EXIT
16	BID	Sotheby's	股票-其他	1.26%	-1.26%	EXIT
17	YELP	Yelp INC	股票-其他	1.15%	-1.15%	EXIT
18	✓	Digitalglobe INC	股票-其他	0.47%	-0.47%	EXIT
19	DIS	Walt Disney Co/the	股票-通信服务	0.44%	-0.44%	EXIT
20	CRTO	Criteo Sa-spon Adr	股票-其他	0.35%	-0.35%	EXIT
21	PENN	Penn Entertainment INC	股票-周期性消费	0.35%	-0.35%	EXIT
22	✓	Perion Network LTD	股票-其他	0.22%	-0.22%	EXIT

本季持股变动

Sureview Capital LLC 于截至 Q1 2014 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	CTRPUSD	Ctrip.com International-adr	+14.1%	+204.35%	加仓
2	AMT	American Tower CORP	+8.6%	-16.67%	减仓
3	XXI	Twenty One Capital, Inc.	+1.4%	-34.08%	减仓
4	✓	Yahoo INC	+1.1%	-49.02%	减仓
5	MTN	Vail Resorts INC	+0.4%	-65.38%	减仓
6	✓	Digitalglobe INC	-0.5%	-81.66%	减仓
7	BID	Sotheby's	-1%	-81.60%	减仓
8	✓	Cbs CORP New	-1.9%	-82.14%	减仓
9	GOOG	Alphabet A	-2%	-86.67%	减仓
10	META	Meta Platforms Inc-class A	-4.3%	-92.10%	减仓
11	AAPL	Apple INC	—	EXIT	清仓
12	XLY	Ss Consumer Disc Select Sect	—	NEW	新建仓
13	✓		—	EXIT	清仓
14	✓	Aol INC	—	EXIT	清仓
15	VIAB	Viacom Inc-class B	—	EXIT	清仓
16	CCI	Crown Castle Inc.	—	EXIT	清仓
17	✓	Linkedin CORP	—	EXIT	清仓
18	EBAY	Ebay INC	—	EXIT	清仓
19	LBTYA	Liberty Global Ltd.	—	EXIT	清仓
20	AMZN	Amazon.com INC	—	NEW	新建仓
21	✓	Sfx Entmt INC	—	EXIT	清仓
22	USA	Liberty All-Star Equity Fund	—	EXIT	清仓
23	✓		—	EXIT	清仓
24	BFH	Bread Financial Holdings INC	—	EXIT	清仓
25	BKNG	Booking Hldgs INC	—	EXIT	清仓
26	✓	Trulia INC	—	EXIT	清仓
27	✓	Solarcity CORP	—	EXIT	清仓
28	HLT	Hilton Worldwide Holdings Inc.	—	EXIT	清仓
29	WYNEUR	Wyndham Destinations INC	—	EXIT	清仓
30	BALY	Bally's Corporation	—	EXIT	清仓
31	BYD	Boyd Gaming CORP	—	EXIT	清仓
32	OPLN	Openlane INC	—	EXIT	清仓
33	STAYUSD	Extended Stay America INC	—	EXIT	清仓
34	TWTRUSD	Twitter INC	—	EXIT	清仓
35	WUBAUSD	58.com Inc-adr	—	EXIT	清仓
36	✓	Strategic Hotels & Resorts I	—	EXIT	清仓
37	V	Visa Inc-class A Shares	—	NEW	新建仓
38	MGM	Mgm Resorts International	—	NEW	新建仓
39	VNET	Vnet Group Inc-adr	—	EXIT	清仓
40	FIS	Fidelity National Info Serv	—	NEW	新建仓
41	MA	Mastercard INC - A	—	NEW	新建仓
42	✓	Soufun Holdings LTD	—	NEW	新建仓
43	LVS	Las Vegas Sands CORP	—	EXIT	清仓
44	ZNGAEUR	Zynga INC - Cl A	—	EXIT	清仓
45	YELP	Yelp INC	—	NEW	新建仓
46	✓	Higher One Hldgs INC Com	—	EXIT	清仓
47	DIS	Walt Disney Co/the	—	NEW	新建仓
48	CRTO	Criteo Sa-spon Adr	—	NEW	新建仓
49	PENN	Penn Entertainment INC	—	NEW	新建仓
50	✓	Perion Network LTD	—	NEW	新建仓