EMS Capital LP Buys Palo Alto Networks Inc, Nike Inc, Salesforce.com Inc, Sells Amazon.com Inc, Uber Technologies Inc, Applied Materials Inc

• New Purchases: PANW, NKE, EWCZ,
• Added Positions: CRM, PTON,
• Reduced Positions: CVNA, TWLO, SNAP,
• Sold Out: AMZN, UBER, AMAT, TSM, MTCH, LYV, JD, BOWX, MRNA,

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

1. Meta Platforms Inc (FB) - 571,500 shares, 17.09% of the total portfolio.
2. Salesforce.com Inc (CRM) - 542,900 shares, 12.98% of the total portfolio. Shares added by 58.33%
3. Sea Ltd (SE) - 400,050 shares, 11.24% of the total portfolio.
4. Adecoagro SA (AGRO) - 11,692,837 shares, 9.31% of the total portfolio.
5. Palo Alto Networks Inc (PANW) - 171,400 shares, 7.24% of the total portfolio. New Position

EMS Capital LP initiated holding in Palo Alto Networks Inc. The purchase prices were between $362.36 and $490.47, with an estimated average price of $421.51. The stock is now traded at around $525.140000. The impact to a portfolio due to this purchase was 7.24%. The holding were 171,400 shares as of 2021-09-30.

EMS Capital LP initiated holding in Nike Inc. The purchase prices were between $145.23 and $173.85, with an estimated average price of $163. The stock is now traded at around $171.830000. The impact to a portfolio due to this purchase was 5.12%. The holding were 400,000 shares as of 2021-09-30.

EMS Capital LP initiated holding in European Wax Center Inc. The purchase prices were between $21.37 and $30.41, with an estimated average price of $24.99. The stock is now traded at around $26.670000. The impact to a portfolio due to this purchase was 0.05%. The holding were 20,212 shares as of 2021-09-30.

EMS Capital LP added to a holding in Salesforce.com Inc by 58.33%. The purchase prices were between $237.55 and $285.63, with an estimated average price of $254.07. The stock is now traded at around $307.090000. The impact to a portfolio due to this purchase was 4.78%. The holding were 542,900 shares as of 2021-09-30.

EMS Capital LP added to a holding in Peloton Interactive Inc by 37.47%. The purchase prices were between $85.4 and $126.43, with an estimated average price of $110.52. The stock is now traded at around $54.850000. The impact to a portfolio due to this purchase was 1.31%. The holding were 628,500 shares as of 2021-09-30.

EMS Capital LP sold out a holding in Amazon.com Inc. The sale prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22.

EMS Capital LP sold out a holding in Uber Technologies Inc. The sale prices were between $38.48 and $51.71, with an estimated average price of $43.76.

EMS Capital LP sold out a holding in Applied Materials Inc. The sale prices were between $127.2 and $144.09, with an estimated average price of $135.81.

EMS Capital LP sold out a holding in Taiwan Semiconductor Manufacturing Co Ltd. The sale prices were between $108.12 and $124.7, with an estimated average price of $117.53.

EMS Capital LP sold out a holding in Match Group Inc. The sale prices were between $130.97 and $165.86, with an estimated average price of $152.33.

EMS Capital LP sold out a holding in Live Nation Entertainment Inc. The sale prices were between $74.79 and $93.64, with an estimated average price of $84.28.