Emerson Point Capital as of March 31, 2019
Portfolio Holdings for Emerson Point Capital
Emerson Point Capital holds 27 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| salesforce (CRM) | 9.4 | $33M | 210k | 158.38 | |
| Paypal Holdings (PYPL) | 9.3 | $33M | 318k | 103.83 | |
| Ferrari Nv Ord (RACE) | 9.2 | $33M | 244k | 133.80 | |
| Planet Fitness Inc-cl A (PLNT) | 6.9 | $24M | 355k | 68.72 | |
| Visa (V) | 6.0 | $21M | 135k | 156.19 | |
| Etsy (ETSY) | 5.9 | $21M | 312k | 67.22 | |
| Servicenow (NOW) | 5.8 | $21M | 84k | 246.48 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.9 | $17M | 50k | 346.98 | |
| Anaplan | 4.9 | $17M | 440k | 39.36 | |
| MasterCard Incorporated (MA) | 4.7 | $17M | 71k | 235.45 | |
| Adobe Systems Incorporated (ADBE) | 4.6 | $16M | 62k | 266.49 | |
| Liveramp Holdings (RAMP) | 4.1 | $14M | 264k | 54.57 | |
| Microsoft Corporation (MSFT) | 3.5 | $12M | 105k | 117.92 | |
| Alteryx | 3.4 | $12M | 144k | 83.86 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 3.1 | $11M | 168k | 65.10 | |
| Live Nation Entertainment (LYV) | 2.5 | $8.9M | 140k | 63.53 | |
| Netflix (NFLX) | 2.3 | $8.0M | 22k | 356.60 | |
| Walt Disney Company (DIS) | 2.2 | $7.9M | 71k | 111.03 | |
| Vail Resorts (MTN) | 2.0 | $7.1M | 33k | 217.28 | |
| Lamb Weston Hldgs (LW) | 1.4 | $5.0M | 67k | 74.98 | |
| McDonald's Corporation (MCD) | 1.3 | $4.6M | 24k | 189.86 | |
| Amazon (AMZN) | 0.7 | $2.6M | 1.5k | 1781.06 | |
| Intuit (INTU) | 0.6 | $2.2M | 8.6k | 261.40 | |
| Square Inc cl a (XYZ) | 0.4 | $1.3M | 18k | 74.94 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $1.2M | 987.00 | 1177.30 | |
| Tesla Motors (TSLA) | 0.3 | $970k | 3.5k | 279.86 | |
| Domino's Pizza (DPZ) | 0.1 | $519k | 2.0k | 258.08 |
