EMS Capital as of June 30, 2013
Portfolio Holdings for EMS Capital
EMS Capital holds 33 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equinix | 11.0 | $57M | 308k | 184.72 | |
| 8.1 | $42M | 48k | 880.38 | ||
| Facebook Inc cl a (META) | 6.6 | $34M | 1.4M | 24.86 | |
| Yahoo! | 4.9 | $26M | 1.0M | 25.11 | |
| Tripadvisor (TRIP) | 4.9 | $26M | 420k | 60.87 | |
| Fresh Market | 4.9 | $25M | 510k | 49.72 | |
| CBS Corporation | 4.5 | $24M | 480k | 48.87 | |
| Charter Communications | 4.3 | $22M | 180k | 123.85 | |
| Visa (V) | 4.2 | $22M | 120k | 182.75 | |
| Restoration Hardware Hldgs I | 4.1 | $22M | 286k | 75.00 | |
| Interxion Holding | 3.9 | $20M | 780k | 26.13 | |
| News Corporation | 3.8 | $20M | 600k | 32.60 | |
| Netflix (NFLX) | 3.7 | $19M | 90k | 211.09 | |
| Melco Crown Entertainment (MLCO) | 3.6 | $19M | 840k | 22.36 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 3.5 | $18M | 180k | 100.16 | |
| Amazon (AMZN) | 3.2 | $17M | 60k | 277.68 | |
| OpenTable | 3.0 | $15M | 240k | 63.95 | |
| Madison Square Garden | 2.7 | $14M | 240k | 59.25 | |
| Och-Ziff Capital Management | 2.7 | $14M | 1.4M | 10.44 | |
| Rackspace Hosting | 2.6 | $14M | 360k | 37.89 | |
| New Oriental Education & Tech | 2.6 | $13M | 600k | 22.15 | |
| Pandora Media | 2.3 | $12M | 641k | 18.40 | |
| Crown Castle International | 1.7 | $8.7M | 120k | 72.39 | |
| Lions Gate Entertainment | 0.9 | $4.9M | 180k | 27.47 | |
| Cemex SAB de CV (CX) | 0.6 | $3.3M | 312k | 10.58 | |
| Apple (AAPL) | 0.6 | $3.2M | 8.0k | 396.12 | |
| Digital Generation | 0.6 | $2.9M | 390k | 7.37 | |
| Yrc Worldwide Inc Com par $.01 | 0.2 | $1.2M | 40k | 28.75 | |
| 21vianet Group (VNET) | 0.0 | $205k | 18k | 11.33 | |
| Select Sector Spdr Tr option | 0.0 | $141k | 3.0k | 47.00 | |
| Facebook Inc call | 0.0 | $137k | 1.0k | 137.00 | |
| BEAZER HOMES USA Inc Cmn Stk cmn | 0.0 | $90k | 1.0k | 90.00 | |
| Barrick Gold Corp option | 0.0 | $69k | 1.5k | 46.00 |
