EMS CAPITAL LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 36
New Positions 12
Increased Positions 24
Decreased Positions 3
Positions with Activity 27
Sold Out Positions 2
Total Mkt Value (in $ millions) 914

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 7.64%
Consumer/Non-Cyclical 2.39%
Energy 0.7%
Financial 7.61%
Healthcare 3.01%
Services 50.44%
Technology 24.83%
Transportation
Utilities

36 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NETFLIX INC COM 116,222 35,760 44.44 1,092,000
FACEBOOK INC CL A 79,103 -1,130 (1.41) 840,000
GOOGLE INC CL C 60,217 30,108 100 96,000
FLEETCOR TECHNOLOGIES INC COM 53,748 New 360,000
MASTERCARD INC CL A 50,971 New 540,000
ALEXANDERS INC COM 48,421 New 119,696
NIKE INC CL B 40,223 6,704 20 360,000
DUNKIN BRANDS GROUP INC COM 38,448 38,448 New 720,000
EQUINIX INC COM PAR $0.001 36,516 New 132,000
TIME WARNER CABLE INC COM 33,865 33,865 New 180,000
RESTORATION HARDWARE HLDGS INC COM 30,987 15,494 100 300,000
JD COM INC SPON ADR CL A 30,864 30,864 New 960,000
COMCAST CORP NEW CL A 29,333 14,666 100 480,000
WHOLE FOODS MKT INC COM 28,915 New 720,000
BAIDU INC SPON ADR REP A 28,466 4,744 20 144,000
DISNEY WALT CO COM DISNEY 28,380 14,190 100 240,000
EXAMWORKS GROUP INC COM 27,552 3,936 16.67 840,000
LINKEDIN CORP COM CL A 22,507 17,211 325 102,000
ADECOAGRO S A COM 21,879 6,057 38.28 2,538,191
LULULEMON ATHLETICA INC COM 18,351 18,351 New 300,000