EMS Capital

EMS Capital as of March 31, 2012

Portfolio Holdings for EMS Capital

EMS Capital holds 24 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Equinix 29.3 $120M 764k 157.45
Apple (AAPL) 10.5 $43M 72k 599.47
Rackspace Hosting 8.5 $35M 604k 57.79
Google 7.5 $31M 48k 641.24
MasterCard Incorporated (MA) 6.2 $25M 61k 420.55
priceline.com Incorporated 5.2 $22M 30k 717.50
Qualcomm (QCOM) 5.0 $21M 301k 68.02
Tripadvisor (TRIP) 4.7 $19M 541k 35.67
Netflix (NFLX) 3.4 $14M 120k 115.04
Comcast Corporation (CMCSA) 2.6 $11M 361k 30.01
Poly 2.5 $10M 541k 19.07
Och-Ziff Capital Management 1.9 $7.9M 847k 9.28
General Motors Company (GM) 1.9 $7.7M 300k 25.65
Crown Castle International 1.6 $6.4M 120k 53.34
Spreadtrum Communications 1.4 $5.9M 360k 16.50
tw tele 1.3 $5.3M 240k 22.16
Weyerhaeuser Company (WY) 1.3 $5.2M 235k 21.92
OpenTable 1.1 $4.3M 106k 40.47
Verint Systems (VRNT) 0.9 $3.7M 114k 32.39
General Mtrs Co *w exp 07/10/201 0.8 $3.5M 312k 11.20
Fusion-io 0.8 $3.4M 120k 28.41
MGM Resorts International. (MGM) 0.8 $3.3M 241k 13.62
General Mtrs Co *w exp 07/10/201 0.5 $2.2M 132k 16.63
21vianet Group (VNET) 0.1 $205k 18k 11.33