EMS CAPITAL LP Information

499 PARK AVENUE, NEW YORK, New York, 10022, (212) 891-2700

Report Date: 09/30/2014

Position Statistics

Total Positions 39
New Positions 13
Increased Positions 21
Decreased Positions 11
Positions with Activity 32
Sold Out Positions 9
Total Mkt Value (in $ millions) 598

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.93%
Energy 0.31%
Financial 13.83%
Healthcare 4.01%
Services 58.68%
Technology 19.7%
Transportation
Utilities

39 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 66,248 New 845,000
FLEETCOR TECHNOLOGIES INC COM 53,478 8,913 20 360,000
ALEXANDERS INC COM 50,153 11,000 28.10 119,696
MASTERCARD INC CL A 46,937 New 540,000
DISNEY WALT CO COM DISNEY 44,453 New 480,000
NETFLIX INC COM 36,117 New 108,000
APPLE INC COM 33,795 -6,759 (16.67) 300,000
TRIPADVISOR INC COM 29,277 New 390,000
EXAMWORKS GROUP INC COM 23,994 5,999 33.33 600,000
VIPSHOP HLDGS LTD SPONSORED ADR 20,737 20,737 New 1,020,000
COMCAST CORP NEW CL A 20,264 3,377 20 360,000
ISHARES MSCI BRZ CAP ETF 18,681 18,681 New 524,000
RESTORATION HARDWARE HLDGS INC COM 14,861 2,972 25 150,000
AMAZON COM INC COM 14,291 14,291 New 48,000
THE ADT CORPORATION COM 14,150 14,150 New 420,000
LINKEDIN CORP COM CL A 13,910 13,910 New 60,000
CROWN CASTLE INTL CORP NEW COM 13,775 4,592 50 180,000
CHIPOTLE MEXICAN GRILL INC COM 11,801 11,801 New 18,000
YELP INC CL A 11,023 4,724 75 210,000
TIME WARNER INC COM NEW 10,126 10,126 New 120,000


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