Emerson Point Capital as of Dec. 31, 2022
Portfolio Holdings for Emerson Point Capital
Emerson Point Capital holds 16 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferrari Nv Ord (RACE) | 22.8 | $25M | 115k | 214.22 | |
| Dollar General (DG) | 20.1 | $22M | 88k | 246.25 | |
| Coupa Software | 9.3 | $10M | 127k | 79.17 | |
| Planet Fitness Cl A (PLNT) | 9.3 | $10M | 127k | 78.80 | |
| Lamb Weston Hldgs (LW) | 8.5 | $9.1M | 102k | 89.36 | |
| Etsy (ETSY) | 5.3 | $5.7M | 48k | 119.78 | |
| Chipotle Mexican Grill (CMG) | 4.8 | $5.2M | 3.7k | 1387.49 | |
| Domino's Pizza (DPZ) | 3.2 | $3.5M | 10k | 346.40 | |
| Live Nation Entertainment (LYV) | 2.9 | $3.2M | 45k | 69.74 | |
| Wal-Mart Stores (WMT) | 2.9 | $3.1M | 22k | 141.79 | |
| New Relic | 2.6 | $2.9M | 51k | 56.45 | |
| Alteryx Com Cl A | 2.6 | $2.8M | 56k | 50.67 | |
| Servicenow (NOW) | 2.6 | $2.8M | 7.2k | 388.27 | |
| Netflix (NFLX) | 1.3 | $1.4M | 4.8k | 294.88 | |
| Yum! Brands (YUM) | 1.3 | $1.4M | 11k | 128.08 | |
| Grocery Outlet Hldg Corp (GO) | 0.6 | $702k | 24k | 29.19 |
