Emerson Point Capital as of Dec. 31, 2018
Portfolio Holdings for Emerson Point Capital
Emerson Point Capital holds 27 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 11.5 | $29M | 339k | 84.09 | |
| Visa (V) | 9.5 | $24M | 180k | 131.93 | |
| salesforce (CRM) | 9.4 | $23M | 171k | 136.97 | |
| Adobe Systems Incorporated (ADBE) | 9.0 | $22M | 99k | 226.24 | |
| Vail Resorts (MTN) | 8.9 | $22M | 105k | 210.81 | |
| Ferrari Nv Ord (RACE) | 8.9 | $22M | 221k | 99.45 | |
| Etsy (ETSY) | 5.2 | $13M | 272k | 47.57 | |
| Microsoft Corporation (MSFT) | 4.8 | $12M | 119k | 101.58 | |
| Planet Fitness Inc-cl A (PLNT) | 4.8 | $12M | 220k | 53.64 | |
| Liveramp Holdings (RAMP) | 4.1 | $10M | 265k | 38.64 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.0 | $10M | 35k | 284.94 | |
| MasterCard Incorporated (MA) | 2.9 | $7.1M | 38k | 188.68 | |
| McDonald's Corporation (MCD) | 2.4 | $6.1M | 34k | 177.58 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 2.4 | $5.9M | 112k | 52.30 | |
| Live Nation Entertainment (LYV) | 1.9 | $4.8M | 97k | 49.24 | |
| Netflix (NFLX) | 1.9 | $4.7M | 18k | 267.65 | |
| Walt Disney Company (DIS) | 1.6 | $3.9M | 36k | 109.76 | |
| Zendesk | 1.4 | $3.4M | 59k | 58.37 | |
| Alteryx | 1.1 | $2.8M | 48k | 59.47 | |
| Worldpay Ord | 1.0 | $2.6M | 34k | 76.43 | |
| Ellie Mae | 0.8 | $2.0M | 31k | 62.89 | |
| Amazon (AMZN) | 0.7 | $1.8M | 1.2k | 1502.12 | |
| Intuit (INTU) | 0.6 | $1.4M | 6.9k | 196.92 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $838k | 802.00 | 1044.89 | |
| Square Inc cl a (XYZ) | 0.3 | $807k | 14k | 56.11 | |
| Tesla Motors (TSLA) | 0.3 | $773k | 2.3k | 332.62 | |
| Domino's Pizza (DPZ) | 0.2 | $406k | 1.6k | 248.01 |
