EMS Capital as of March 31, 2013
Portfolio Holdings for EMS Capital
EMS Capital holds 27 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equinix | 18.7 | $86M | 398k | 216.31 | |
| 9.3 | $43M | 54k | 794.04 | ||
| Netflix (NFLX) | 6.6 | $30M | 160k | 189.41 | |
| Amazon (AMZN) | 5.6 | $26M | 96k | 266.49 | |
| Fresh Market | 5.0 | $23M | 540k | 42.77 | |
| eBay (EBAY) | 5.0 | $23M | 420k | 54.22 | |
| Melco Crown Entertainment (MLCO) | 4.9 | $22M | 960k | 23.34 | |
| Visa (V) | 4.4 | $20M | 120k | 169.84 | |
| Comcast Corporation (CMCSA) | 4.4 | $20M | 480k | 42.01 | |
| Qualcomm (QCOM) | 4.4 | $20M | 301k | 66.95 | |
| Charter Communications | 4.1 | $19M | 180k | 104.18 | |
| News Corporation | 4.0 | $18M | 600k | 30.52 | |
| OpenTable | 3.3 | $15M | 240k | 62.98 | |
| Madison Square Garden | 3.0 | $14M | 240k | 57.60 | |
| MasterCard Incorporated (MA) | 2.9 | $13M | 25k | 541.14 | |
| Six Flags Entertainment (SIX) | 2.8 | $13M | 180k | 72.48 | |
| Pandora Media | 2.8 | $13M | 901k | 14.16 | |
| CBS Corporation | 2.4 | $11M | 240k | 46.69 | |
| tw tele | 2.0 | $9.1M | 360k | 25.19 | |
| priceline.com Incorporated | 1.8 | $8.3M | 12k | 687.92 | |
| General Mtrs Co *w exp 07/10/201 | 0.8 | $3.7M | 312k | 11.82 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.7 | $3.2M | 75k | 42.79 | |
| Goldman Sachs (GS) | 0.7 | $3.1M | 21k | 147.14 | |
| General Mtrs Co *w exp 07/10/201 | 0.5 | $2.5M | 132k | 18.52 | |
| 21vianet Group (VNET) | 0.0 | $170k | 18k | 9.39 | |
| Rackspace Hosting Inc call | 0.0 | $58k | 250.00 | 232.00 | |
| Facebook Inc call | 0.0 | $8.0k | 250.00 | 32.00 |
