EMS Capital as of Dec. 31, 2018
Portfolio Holdings for EMS Capital
EMS Capital holds 33 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 13.7 | $146M | 546k | 267.66 | |
| salesforce (CRM) | 9.4 | $100M | 728k | 136.97 | |
| Zendesk | 7.7 | $81M | 1.4M | 58.37 | |
| Amazon (AMZN) | 6.8 | $73M | 48k | 1501.96 | |
| Adecoagro S A (AGRO) | 6.6 | $70M | 10M | 6.96 | |
| MasterCard Incorporated (MA) | 6.5 | $69M | 364k | 188.65 | |
| Ptc (PTC) | 5.7 | $60M | 728k | 82.90 | |
| Nike (NKE) | 5.5 | $58M | 788k | 74.14 | |
| Seritage Growth Pptys Cl A (SRG) | 5.2 | $55M | 1.7M | 32.33 | |
| Microsoft Corporation (MSFT) | 4.6 | $49M | 485k | 101.57 | |
| Adobe Systems Incorporated (ADBE) | 3.9 | $41M | 182k | 226.24 | |
| Live Nation Entertainment (LYV) | 2.8 | $30M | 606k | 49.25 | |
| Grupo Financiero Galicia (GGAL) | 2.7 | $29M | 1.0M | 27.57 | |
| Banco Macro SA (BMA) | 2.6 | $28M | 638k | 44.22 | |
| Alexander's (ALX) | 2.6 | $28M | 92k | 304.74 | |
| 2.5 | $26M | 909k | 28.74 | ||
| MercadoLibre (MELI) | 2.4 | $25M | 86k | 292.85 | |
| Alphabet Inc Class C cs (GOOG) | 2.4 | $25M | 24k | 1035.62 | |
| Interxion Holding | 1.4 | $15M | 267k | 54.16 | |
| Central Puerto Ord (CEPU) | 1.3 | $14M | 1.5M | 9.20 | |
| Spotify Technology Sa (SPOT) | 1.3 | $14M | 121k | 113.50 | |
| Pampa Energia (PAM) | 0.6 | $6.3M | 198k | 31.81 | |
| BBVA Banco Frances | 0.5 | $5.4M | 472k | 11.33 | |
| Loma Negra Compania Industrial Argentina Sa (LOMA) | 0.4 | $4.1M | 370k | 11.13 | |
| Ypf Sa (YPF) | 0.3 | $3.7M | 280k | 13.39 | |
| Tencent Music Entertco L spon ad (TME) | 0.2 | $2.1M | 162k | 13.22 | |
| Anheuser-Busch InBev NV (BUD) | 0.1 | $1.4M | 22k | 65.82 | |
| American Tower Reit (AMT) | 0.1 | $946k | 6.0k | 158.19 | |
| Corporacion Amer Arpts S A (CAAP) | 0.1 | $942k | 142k | 6.63 | |
| Edenor (EDN) | 0.1 | $683k | 25k | 27.05 | |
| Crown Castle Intl (CCI) | 0.1 | $631k | 5.8k | 108.57 | |
| Equinix (EQIX) | 0.0 | $395k | 1.1k | 352.68 | |
| Weyerhaeuser Company (WY) | 0.0 | $234k | 11k | 21.86 |
