EMS Capital as of March 31, 2017
Portfolio Holdings for EMS Capital
EMS Capital holds 31 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 10.8 | $115M | 780k | 147.81 | |
| Facebook Inc cl a (META) | 10.4 | $111M | 780k | 142.05 | |
| Alexander's (ALX) | 7.5 | $79M | 184k | 431.86 | |
| MasterCard Incorporated (MA) | 6.3 | $68M | 600k | 112.47 | |
| Adecoagro S A (AGRO) | 6.0 | $64M | 5.6M | 11.46 | |
| salesforce (CRM) | 5.1 | $54M | 660k | 82.49 | |
| Banco Macro SA (BMA) | 4.6 | $49M | 566k | 86.70 | |
| Alibaba Group Holding (BABA) | 4.6 | $49M | 450k | 107.83 | |
| Amazon (AMZN) | 4.5 | $48M | 54k | 886.54 | |
| Grupo Financiero Galicia (GGAL) | 4.2 | $45M | 1.2M | 37.86 | |
| Zendesk | 3.8 | $40M | 1.4M | 28.04 | |
| Nike (NKE) | 3.1 | $33M | 600k | 55.73 | |
| Alphabet Inc Class A cs (GOOGL) | 3.1 | $33M | 39k | 847.79 | |
| Alphabet Inc Class C cs (GOOG) | 3.0 | $32M | 39k | 829.56 | |
| Jd (JD) | 3.0 | $32M | 1.0M | 31.11 | |
| Microsoft Corporation (MSFT) | 3.0 | $32M | 480k | 65.86 | |
| Metropcs Communications (TMUS) | 2.9 | $31M | 480k | 64.59 | |
| Crown Castle Intl (CCI) | 2.8 | $30M | 312k | 94.45 | |
| Telecom Argentina (TEO) | 2.2 | $23M | 1.0M | 22.19 | |
| LogMeIn | 1.9 | $20M | 208k | 97.50 | |
| Wix (WIX) | 1.7 | $18M | 270k | 67.90 | |
| BBVA Banco Frances | 1.6 | $17M | 893k | 18.42 | |
| Electronic Arts (EA) | 1.5 | $16M | 180k | 89.52 | |
| Interxion Holding | 1.0 | $11M | 264k | 39.56 | |
| Ishares Tr Index option | 0.4 | $4.4M | 25k | 174.00 | |
| Nortel Inversora | 0.3 | $3.5M | 135k | 26.00 | |
| American Tower Reit (AMT) | 0.2 | $1.9M | 15k | 121.53 | |
| Equinix (EQIX) | 0.1 | $1.0M | 2.6k | 400.39 | |
| Weyerhaeuser Company (WY) | 0.1 | $915k | 27k | 33.98 | |
| iShares Dow Jones US Real Estate (IYR) | 0.1 | $605k | 11k | 55.00 | |
| Mulesoft Inc cl a | 0.0 | $365k | 15k | 24.33 |
