Emerson Point Capital LP Buys Amazon.com Inc, Microsoft Corp, MercadoLibre Inc, Sells Zillow Group Inc, New York Times Co, Airbnb Inc

• New Purchases: MELI, SAIL, EL,
• Added Positions: AMZN, MSFT, RH, CMG, CHTR, SHOP, INTU, SQ, PYPL, LYV, DG, ETSY, LULU,
• Reduced Positions: Z, ABNB, COUP, CVNA, FND, RACE, BILL, NOW, EXPE, OKTA, SNAP, PLNT, LMND,
• Sold Out: NYT, MTCH, ASPL, V, MA,

For the details of Emerson Point Capital LP's stock buys and sells, go to https://www.gurufocus.com/guru/emerson+point+capital+lp/current-portfolio/portfolio

1. Chipotle Mexican Grill Inc (CMG) - 38,990 shares, 9.32% of the total portfolio. Shares added by 31.39%
2. Live Nation Entertainment Inc (LYV) - 597,142 shares, 8.06% of the total portfolio. Shares added by 6.04%
3. Etsy Inc (ETSY) - 243,169 shares, 7.71% of the total portfolio. Shares added by 3.35%
4. Floor & Decor Holdings Inc (FND) - 392,798 shares, 6.40% of the total portfolio. Shares reduced by 21.51%
5. Square Inc (SQ) - 151,134 shares, 5.68% of the total portfolio. Shares added by 16.74%

Emerson Point Capital LP initiated holding in MercadoLibre Inc. The purchase prices were between $1296.65 and $1623.01, with an estimated average price of $1467.15. The stock is now traded at around $1788.170000. The impact to a portfolio due to this purchase was 2.73%. The holding were 11,383 shares as of 2021-06-30.

Emerson Point Capital LP initiated holding in SailPoint Technologies Holdings Inc. The purchase prices were between $42.73 and $53.79, with an estimated average price of $48.13. The stock is now traded at around $44.400000. The impact to a portfolio due to this purchase was 1.62%. The holding were 206,247 shares as of 2021-06-30.

Emerson Point Capital LP initiated holding in The Estee Lauder Companies Inc. The purchase prices were between $288.93 and $318.08, with an estimated average price of $302.88. The stock is now traded at around $320.330000. The impact to a portfolio due to this purchase was 0.96%. The holding were 19,510 shares as of 2021-06-30.

Emerson Point Capital LP added to a holding in Amazon.com Inc by 363.12%. The purchase prices were between $3094.08 and $3505.44, with an estimated average price of $3316.5. The stock is now traded at around $3227.110000. The impact to a portfolio due to this purchase was 2.9%. The holding were 6,970 shares as of 2021-06-30.

Emerson Point Capital LP added to a holding in Microsoft Corp by 342.53%. The purchase prices were between $235.77 and $271.4, with an estimated average price of $253.66. The stock is now traded at around $293.420000. The impact to a portfolio due to this purchase was 2.76%. The holding were 85,617 shares as of 2021-06-30.

Emerson Point Capital LP added to a holding in RH by 946.60%. The purchase prices were between $587.56 and $720.01, with an estimated average price of $647.67. The stock is now traded at around $686.140000. The impact to a portfolio due to this purchase was 2.29%. The holding were 24,187 shares as of 2021-06-30.

Emerson Point Capital LP added to a holding in Chipotle Mexican Grill Inc by 31.39%. The purchase prices were between $1307.19 and $1550.34, with an estimated average price of $1426.01. The stock is now traded at around $1872.600000. The impact to a portfolio due to this purchase was 2.23%. The holding were 38,990 shares as of 2021-06-30.

Emerson Point Capital LP added to a holding in Charter Communications Inc by 61.99%. The purchase prices were between $605.5 and $721.45, with an estimated average price of $671.65. The stock is now traded at around $788.675000. The impact to a portfolio due to this purchase was 1.9%. The holding were 44,682 shares as of 2021-06-30.

Emerson Point Capital LP added to a holding in Shopify Inc by 258.59%. The purchase prices were between $1047.77 and $1508.44, with an estimated average price of $1229.27. The stock is now traded at around $1507.660000. The impact to a portfolio due to this purchase was 1.67%. The holding were 10,295 shares as of 2021-06-30.

Emerson Point Capital LP sold out a holding in New York Times Co. The sale prices were between $40.11 and $50.62, with an estimated average price of $44.68.

Emerson Point Capital LP sold out a holding in Match Group Inc. The sale prices were between $136.81 and $164.27, with an estimated average price of $146.27.

Emerson Point Capital LP sold out a holding in Aspirational Consumer Lifestyle Corp. The sale prices were between $9.88 and $10.24, with an estimated average price of $10.

Emerson Point Capital LP sold out a holding in Visa Inc. The sale prices were between $211.73 and $237.32, with an estimated average price of $228.16.

Emerson Point Capital LP sold out a holding in Mastercard Inc. The sale prices were between $356.05 and $395.65, with an estimated average price of $371.26.