EMS CAPITAL LP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 34
New Positions 10
Increased Positions 18
Decreased Positions 10
Positions with Activity 28
Sold Out Positions 7
Total Mkt Value (in $ millions) 583

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 0%
Consumer/Non-Cyclical
Energy
Financial 15.06%
Healthcare
Services 54.64%
Technology 30.3%
Transportation
Utilities

34 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 73,710 -14,742 (16.67) 1,000,000
SELECT SECTOR SPDR TR SBI INT-FINL 51,369 51,369 New 2,255,000
NETFLIX INC COM 42,428 New 100,000
MASTERCARD INC CL A 36,427 9,107 33.33 480,000
DISNEY WALT CO COM DISNEY 36,204 36,204 New 420,000
ALEXANDERS INC COM 34,671 New 93,443
AMAZON COM INC COM 30,720 New 96,000
PANDORA MEDIA INC COM 30,405 8,654 39.79 1,184,000
TRIPADVISOR INC COM 29,763 11,905 66.67 300,000
FLEETCOR TECHNOLOGIES INC COM 24,163 24,163 New 180,000
VIPSHOP HLDGS LTD SPONSORED ADR 22,887 22,887 New 108,000
RACKSPACE HOSTING INC COM 19,626 4,837 32.71 637,000
LAS VEGAS SANDS CORP COM 17,899 -8,950 (33.33) 240,000
CBS CORP (CLASS B) CL B 17,244 3,449 25 300,000
COMCAST CORP NEW CL A 16,497 3,299 25 300,000
LINKEDIN CORP COM CL A 16,177 16,177 New 90,000
YELP INC CL A 12,506 12,506 New 180,000
GOOGLE INC CL A 12,473 1,782 16.67 21,000
GOOGLE INC CL C 12,298 1,757 16.67 21,000
TIME WARNER CABLE INC COM 8,992 8,992 New 60,000