EMS Capital
Latest statistics and disclosures from EMS Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EQIX, GOOG, AMZN, TFM, EBAY. These five stock positions account for 43.93% of EMS Capital's total stock portfolio.
- Added to shares of Facebook Inc cl a (+$15.07M).
- Started new stock positions in Facebook Inc cl a.
- Reduced shares in these stocks: NFLX (-$18.94M).
- As of March 31, 2013, EMS Capital has $456.25M in assets under management (AUM). Assets under management dropped from a total value of $460.12M to $456.25M.
- Independent of market fluctuations, EMS Capital was a net seller by $3.88M worth of stocks in the most recent quarter.
EMS Capital portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| EQIX | Equinix | 18.87 | 398100 | 216.31 | 214.08 | |
| GOOG | 9.40 | 54000 | 794.04 | 873.32 | ||
| AMZN | Amazon | 5.61 | 96000 | 266.49 | 261.74 | |
| TFM | Fresh Market | 5.06 | 540000 | 42.77 | 45.58 | |
| EBAY | eBay | 4.99 | 420000 | 54.22 | 54.64 | |
| MPEL | Melco Crown Entertainment | 4.91 | 960000 | 23.34 | 23.26 | |
| V | Visa | 4.47 | 120000 | 169.84 | 180.25 | |
| CMCSA | Comcast Corporation | 4.42 | 480000 | 42.01 | 41.95 | |
| QCOM | QUALCOMM | 4.42 | 301000 | 66.95 | 63.79 | |
| CHTR | Charter Communications | 4.11 | 180000 | 104.18 | 112.85 | |
| NWSA | News Corporation | 4.01 | 600000 | 30.52 | 33.05 | |
| OPEN | OpenTable | 3.31 | 240000 | 62.98 | 67.21 | |
| Facebook Inc cl a | 3.30 | NEW | 589000 | 25.58 | 0.00 | |
| MSG | Madison Square Garden | 3.03 | 240000 | 57.60 | 59.07 | |
| MA | MasterCard Incorporated | 2.91 | 24500 | 541.14 | 570.79 | |
| SIX | Six Flags Entertainment | 2.86 | 180000 | 72.48 | 76.74 | |
| Pandora Media | 2.80 | 901000 | 14.16 | 0.00 | ||
| NFLX | Netflix | 2.49 | -62.00% | 60000 | 189.42 | 224.97 |
| CBS | CBS Corporation | 2.46 | 240000 | 46.69 | 50.75 | |
| TWTC | tw tele | 1.99 | 360000 | 25.19 | 28.37 | |
| PCLN | priceline.com Incorporated | 1.81 | 12000 | 687.92 | 801.67 | |
| General Mtrs Co *w exp 07/10/201 | 0.81 | 312312 | 11.82 | 0.00 | ||
| EEM | iShares MSCI Emerging Markets Indx | 0.70 | 75000 | 42.79 | 42.27 | |
| GS | Goldman Sachs | 0.68 | 21000 | 147.14 | 158.72 | |
| General Mtrs Co *w exp 07/10/201 | 0.54 | 132312 | 18.52 | 0.00 | ||
| 21vianet | 0.04 | 18100 | 9.39 | 0.00 | ||
| Rackspace Hosting Inc call | 0.01 | 250 | 232.00 | 0.00 | ||
| Facebook Inc call | 0.00 | 250 | 32.00 | 0.00 |
Past 13F-HR SEC Filings for EMS Capital
- EMS Capital 2013 Q1 amended - filed May 15, 2013
- EMS Capital 2012 Q4 - filed Feb. 14, 2013
- EMS Capital 2012 Q3 - filed Nov. 14, 2012
- EMS Capital 2012 Q1 - filed May 15, 2012
- EMS Capital 2011 Q4 - filed Feb. 14, 2012
- EMS Capital 2011 Q3 - filed Nov. 14, 2011
- EMS Capital 2011 Q2 - filed Aug. 12, 2011
- EMS Capital 2011 Q1 - filed May 13, 2011
- EMS Capital 2010 Q4 - filed Feb. 11, 2011
