EMS Capital

EMS Capital as of Sept. 30, 2012

Portfolio Holdings for EMS Capital

EMS Capital holds 27 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Equinix 26.1 $125M 608k 206.05
iShares MSCI Brazil Index (EWZ) 7.8 $37M 689k 54.05
Rackspace Hosting 6.2 $30M 450k 66.09
Expedia (EXPE) 5.8 $28M 480k 57.84
eBay (EBAY) 5.5 $26M 540k 48.41
Qualcomm (QCOM) 5.1 $24M 391k 62.49
Apple (AAPL) 5.0 $24M 36k 667.25
Charter Communications 4.2 $20M 270k 75.07
Sina Corporation 4.0 $19M 300k 64.68
Fortinet (FTNT) 3.9 $19M 780k 24.14
OpenTable 3.8 $18M 438k 41.60
Six Flags Entertainment (SIX) 3.7 $18M 300k 58.80
Riverbed Technology 3.5 $17M 720k 23.27
MasterCard Incorporated (MA) 2.3 $11M 25k 451.47
Exacttarget 2.1 $10M 420k 24.22
Financial Select Sector SPDR (XLF) 2.1 $10M 643k 15.60
Pandora Media 2.1 $9.9M 901k 10.95
Amazon (AMZN) 1.6 $7.8M 31k 254.32
tw tele 1.3 $6.3M 240k 26.07
General Motors Company (GM) 1.0 $4.8M 210k 22.75
Verint Systems (VRNT) 0.7 $3.1M 114k 27.44
General Mtrs Co *w exp 07/10/201 0.5 $2.6M 312k 8.26
Netflix (NFLX) 0.5 $2.4M 43k 54.44
D Tumi Holdings 0.5 $2.3M 98k 23.54
Interxion Holding 0.4 $1.8M 80k 22.72
General Mtrs Co *w exp 07/10/201 0.4 $1.8M 132k 13.78
21vianet Group (VNET) 0.0 $209k 18k 11.55