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Institutional Investment Manager
EMS Capital LP
EMS Capital LP (CIK: 0001441843) incorporated in Delaware, located at 767 Fifth Avenue, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 32 holdings with a total value of $930,439,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 PETROBRAS ARGENTINA S A 21,374 143,000 0.02%
2 IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 11,371 204,000 0.02%
3 NORTEL INVERSOVA SA SPONS ADR REP PFD SER B 53,048 968,000 0.10%
4 PAMPA S SPONS LVL 221,000 3,052,000 0.33%
5 YPF SOCIEDAD ANONIMA 158,000 4,334,000 0.47%
6 BBVA BANCO FRANCES S A 392,500 6,233,000 0.67%
7 TELECOM ARGENTINA 452,554 8,141,000 0.87%
8 GRUPO FINANCIERO GALICIA S A 487,400 9,158,000 0.98%
9 BANCO MACRO SA 202,300 9,225,000 0.99%
10 CROWN CASTLE INTL CORP NEW 180,000 14,454,000 1.55%
11 LULULEMON ATHLETICA INC 300,000 19,590,000 2.11%
12 Intuit Inc 102,000 21,076,000 2.27%
13 SCHOLASTIC CORP 569,950 25,152,000 2.70%
14 VIPSHOP HLDGS LTD 1,200,000 26,700,000 2.87%
15 DISNEY WALT CO 240,000 27,394,000 2.94%
16 EXAMWORKS GROUP INC COM 720,000 28,152,000 3.03%
17 COMCAST CORP NEW 480,000 28,868,000 3.10%
18 ADECOAGRO S A 3,240,000 29,873,000 3.21%
19 WALGREENS BOOTS ALLIANCE INC 360,000 30,398,000 3.27%
20 FLEETCOR TECHNOLOGIES INC 204,000 31,836,000 3.42%
21 JD COM INC 960,000 32,736,000 3.52%
22 ELLIE MAE INCORPORATED 510,000 35,593,000 3.83%
23 R H 390,000 38,076,000 4.09%
24 NIKE INC 360,000 38,887,000 4.18%
25 DUNKIN BRANDS GROUP INC COM 720,000 39,600,000 4.26%
26 Baidu Inc 240,000 47,779,000 5.14%
27 EQUINIX INC 192,000 48,768,000 5.24%
28 ALEXANDERS INC 119,696 49,075,000 5.27%
29 GOOGLE INC 96,000 49,969,000 5.37%
30 MASTERCARD INCORPORATED 540,000 50,479,000 5.43%
31 FACEBOOK INC 840,000 72,043,000 7.74%
32 NETFLIX INC 156,000 102,483,000 11.01%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001441843-15-000008, filed 2015.08.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.