EMS Capital

EMS Capital as of Sept. 30, 2017

Portfolio Holdings for EMS Capital

EMS Capital holds 30 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Netflix (NFLX) 10.9 $131M 720k 181.35
Facebook Inc cl a (META) 10.2 $123M 720k 170.87
MasterCard Incorporated (MA) 7.1 $85M 600k 141.20
Adecoagro S A (AGRO) 6.4 $77M 7.1M 10.80
Banco Macro SA (BMA) 6.4 $76M 650k 117.35
Alexander's (ALX) 6.0 $72M 169k 424.09
Alibaba Group Holding (BABA) 5.2 $62M 360k 172.71
salesforce (CRM) 5.1 $62M 660k 93.42
Grupo Financiero Galicia (GGAL) 5.1 $61M 1.2M 51.54
Amazon (AMZN) 4.3 $52M 54k 961.35
Alphabet Inc Class A cs (GOOGL) 3.2 $38M 39k 973.72
Alphabet Inc Class C cs (GOOG) 3.1 $37M 39k 959.10
Microsoft Corporation (MSFT) 3.0 $36M 480k 74.49
Electronic Arts (EA) 3.0 $35M 300k 118.06
Zendesk 2.9 $35M 1.2M 29.11
LogMeIn 2.8 $33M 300k 110.05
Wix (WIX) 2.5 $30M 420k 71.85
Metropcs Communications (TMUS) 2.5 $30M 480k 61.66
Telecom Argentina (TEO) 2.1 $26M 828k 30.84
Crown Castle Intl (CCI) 1.8 $22M 218k 99.98
Ptc (PTC) 1.7 $20M 360k 56.28
BBVA Banco Frances 1.5 $18M 893k 20.39
Criteo Sa Ads (CRTO) 1.2 $15M 360k 41.50
Interxion Holding 1.1 $14M 264k 50.93
Nortel Inversora 0.4 $5.3M 135k 39.00
Altice Usa Inc cl a (ATUS) 0.2 $2.7M 100k 27.31
American Tower Reit (AMT) 0.1 $1.1M 8.1k 136.67
Ishares Tr Index option 0.1 $875k 25k 35.00
Equinix (EQIX) 0.1 $864k 1.9k 446.51
Weyerhaeuser Company (WY) 0.0 $488k 14k 34.05