EMS Capital as of Dec. 31, 2012
Portfolio Holdings for EMS Capital
EMS Capital holds 24 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equinix | 28.4 | $107M | 518k | 206.20 | |
| Expedia (EXPE) | 6.9 | $26M | 420k | 61.45 | |
| eBay (EBAY) | 6.5 | $25M | 480k | 51.02 | |
| Qualcomm (QCOM) | 6.0 | $22M | 361k | 62.02 | |
| iShares MSCI Brazil Index (EWZ) | 5.8 | $22M | 389k | 56.06 | |
| Six Flags Entertainment (SIX) | 4.9 | $18M | 300k | 61.20 | |
| Yahoo! | 4.8 | $18M | 900k | 19.90 | |
| OpenTable | 4.5 | $17M | 343k | 48.80 | |
| Amazon (AMZN) | 4.0 | $15M | 60k | 251.13 | |
| Charter Communications | 3.6 | $14M | 180k | 76.24 | |
| Comcast Corporation (CMCSA) | 3.6 | $14M | 360k | 37.38 | |
| 3.4 | $13M | 18k | 709.39 | ||
| MasterCard Incorporated (MA) | 3.2 | $12M | 25k | 491.27 | |
| tw tele | 2.4 | $9.2M | 360k | 25.47 | |
| Pandora Media | 2.2 | $8.3M | 901k | 9.18 | |
| J.C. Penney Company | 1.9 | $7.1M | 360k | 19.71 | |
| Tesla Motors (TSLA) | 1.6 | $6.1M | 179k | 33.87 | |
| Interxion Holding | 1.5 | $5.7M | 240k | 23.76 | |
| 1.4 | $5.4M | 47k | 114.81 | ||
| Melco Crown Entertainment (MLCO) | 1.1 | $4.0M | 240k | 16.84 | |
| General Mtrs Co *w exp 07/10/201 | 1.0 | $3.9M | 312k | 12.49 | |
| General Mtrs Co *w exp 07/10/201 | 0.7 | $2.6M | 132k | 19.50 | |
| D Tumi Holdings | 0.5 | $2.0M | 98k | 20.85 | |
| 21vianet Group (VNET) | 0.1 | $174k | 18k | 9.61 |
