EMS Capital as of Dec. 31, 2017
Portfolio Holdings for EMS Capital
EMS Capital holds 24 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 12.4 | $138M | 720k | 191.96 | |
| Facebook Inc cl a (META) | 10.0 | $111M | 630k | 176.46 | |
| MasterCard Incorporated (MA) | 8.1 | $91M | 600k | 151.36 | |
| Adecoagro S A (AGRO) | 7.8 | $88M | 8.5M | 10.34 | |
| Banco Macro SA (BMA) | 6.2 | $70M | 601k | 115.88 | |
| salesforce (CRM) | 6.0 | $68M | 660k | 102.23 | |
| Alibaba Group Holding (BABA) | 5.6 | $62M | 360k | 172.43 | |
| Alexander's (ALX) | 5.5 | $61M | 154k | 395.85 | |
| Amazon (AMZN) | 5.0 | $56M | 48k | 1169.48 | |
| Zendesk | 4.9 | $55M | 1.6M | 33.84 | |
| Snap Inc cl a (SNAP) | 3.7 | $41M | 2.8M | 14.61 | |
| Microsoft Corporation (MSFT) | 3.7 | $41M | 480k | 85.54 | |
| Alphabet Inc Class A cs (GOOGL) | 3.7 | $41M | 39k | 1053.41 | |
| Alphabet Inc Class C cs (GOOG) | 3.7 | $41M | 39k | 1046.41 | |
| Ptc (PTC) | 3.3 | $37M | 600k | 60.77 | |
| Metropcs Communications (TMUS) | 2.7 | $31M | 480k | 63.51 | |
| Crown Castle Intl (CCI) | 2.2 | $24M | 218k | 111.01 | |
| Take-Two Interactive Software (TTWO) | 1.8 | $20M | 180k | 109.78 | |
| Electronic Arts (EA) | 1.7 | $19M | 180k | 105.06 | |
| Interxion Holding | 1.4 | $16M | 264k | 58.93 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.4 | $4.8M | 360k | 13.33 | |
| American Tower Reit (AMT) | 0.1 | $1.2M | 8.1k | 142.72 | |
| Equinix (EQIX) | 0.1 | $877k | 1.9k | 453.23 | |
| Weyerhaeuser Company (WY) | 0.1 | $505k | 14k | 35.24 |
