EMS Capital as of March 31, 2019
Portfolio Holdings for EMS Capital
EMS Capital holds 31 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 14.6 | $195M | 547k | 356.56 | |
| Zendesk | 8.9 | $119M | 1.4M | 85.00 | |
| salesforce (CRM) | 8.7 | $116M | 729k | 158.37 | |
| Facebook Inc cl a (META) | 6.8 | $91M | 547k | 166.69 | |
| Amazon (AMZN) | 6.5 | $87M | 49k | 1780.74 | |
| MasterCard Incorporated (MA) | 6.5 | $86M | 365k | 235.45 | |
| Seritage Growth Pptys Cl A (SRG) | 5.8 | $77M | 1.7M | 44.44 | |
| Nike (NKE) | 5.4 | $72M | 851k | 84.21 | |
| Adecoagro S A (AGRO) | 5.3 | $71M | 10M | 6.89 | |
| Ptc (PTC) | 5.0 | $67M | 729k | 92.18 | |
| Snap Inc cl a (SNAP) | 3.7 | $49M | 4.4M | 11.02 | |
| Adobe Systems Incorporated (ADBE) | 3.6 | $49M | 182k | 266.49 | |
| Live Nation Entertainment (LYV) | 3.5 | $46M | 729k | 63.54 | |
| Alexander's (ALX) | 2.6 | $35M | 94k | 376.17 | |
| Banco Macro SA (BMA) | 2.2 | $29M | 638k | 45.76 | |
| Electronic Arts (EA) | 2.1 | $28M | 273k | 101.63 | |
| Grupo Financiero Galicia (GGAL) | 2.0 | $27M | 1.0M | 25.52 | |
| Paypal Holdings (PYPL) | 1.4 | $19M | 182k | 103.84 | |
| Spotify Technology Sa (SPOT) | 1.3 | $17M | 122k | 138.80 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 1.1 | $14M | 608k | 23.52 | |
| Central Puerto Ord (CEPU) | 1.1 | $14M | 1.5M | 9.19 | |
| Pampa Energia (PAM) | 0.4 | $5.5M | 198k | 27.57 | |
| BBVA Banco Frances | 0.3 | $4.5M | 472k | 9.51 | |
| Aphria Inc foreign | 0.3 | $4.1M | 444k | 9.32 | |
| Loma Negra Compania Industrial Argentina Sa (LOMA) | 0.3 | $4.1M | 370k | 10.95 | |
| Ypf Sa (YPF) | 0.3 | $3.9M | 280k | 14.01 | |
| Corporacion Amer Arpts S A (CAAP) | 0.1 | $1.2M | 142k | 8.27 | |
| Edenor (EDN) | 0.0 | $495k | 25k | 19.60 | |
| American Tower Reit (AMT) | 0.0 | $574k | 2.9k | 196.98 | |
| Crown Castle Intl (CCI) | 0.0 | $349k | 2.7k | 128.03 | |
| Equinix (EQIX) | 0.0 | $240k | 530.00 | 452.83 |
