EMS Capital LP Buys Sea, Smartsheet Inc, Match Group Inc, Sells PTC Inc, Adobe Inc, Electronic Arts Inc

New York, NY, based Investment company EMS Capital LP (Current Portfolio) buys Sea, Smartsheet Inc, Match Group Inc, Snap Inc, Facebook Inc, sells PTC Inc, Adobe Inc, Electronic Arts Inc, PayPal Holdings Inc, Spotify Technology SA during the 3-months ended 2019Q2, according to the most recent filings of the investment company, EMS Capital LP. As of 2019Q2, EMS Capital LP owns 33 stocks with a total value of $1.5 billion. These are the details of the buys and sells.

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

These are the top 5 holdings of EMS Capital LP
  1. Netflix Inc (NFLX) - 486,070 shares, 11.81% of the total portfolio. Shares reduced by 11.12%
  2. Apple Inc (AAPL) - 680,000 shares, 8.90% of the total portfolio.
  3. Facebook Inc (FB) - 668,510 shares, 8.53% of the total portfolio. Shares added by 22.23%
  4. Zendesk Inc (ZEN) - 1,215,070 shares, 7.15% of the total portfolio. Shares reduced by 13.06%
  5. Mastercard Inc (MA) - 364,580 shares, 6.38% of the total portfolio.
New Purchase: Smartsheet Inc (SMAR)

EMS Capital LP initiated holding in Smartsheet Inc. The purchase prices were between $38.03 and $48.87, with an estimated average price of $42.46. The stock is now traded at around $51.34. The impact to a portfolio due to this purchase was 2.33%. The holding were 729,400 shares as of .

New Purchase: Match Group Inc (MTCH)

EMS Capital LP initiated holding in Match Group Inc. The purchase prices were between $54.92 and $74.02, with an estimated average price of $65.36. The stock is now traded at around $82.58. The impact to a portfolio due to this purchase was 2.16%. The holding were 486,270 shares as of .

New Purchase: Aphria Inc (APHA)

EMS Capital LP initiated holding in Aphria Inc. The purchase prices were between $6.33 and $10.1, with an estimated average price of $7.56. The stock is now traded at around $6.24. The impact to a portfolio due to this purchase was 0.08%. The holding were 172,500 shares as of .

New Purchase: Uber Technologies Inc (UBER)

EMS Capital LP initiated holding in Uber Technologies Inc. The purchase prices were between $37.1 and $46.38, with an estimated average price of $42.42. The stock is now traded at around $35.42. The impact to a portfolio due to this purchase was 0.02%. The holding were 5,000 shares as of .

Added: Sea Ltd (SE)

EMS Capital LP added to a holding in Sea Ltd by 200.23%. The purchase prices were between $22 and $34.45, with an estimated average price of $27.09. The stock is now traded at around $32.69. The impact to a portfolio due to this purchase was 2.67%. The holding were 1,824,200 shares as of .

Added: Snap Inc (SNAP)

EMS Capital LP added to a holding in Snap Inc by 50.74%. The purchase prices were between $10.11 and $14.86, with an estimated average price of $12.21. The stock is now traded at around $16.18. The impact to a portfolio due to this purchase was 2.13%. The holding were 6,686,270 shares as of .

Added: Facebook Inc (FB)

EMS Capital LP added to a holding in Facebook Inc by 22.23%. The purchase prices were between $164.15 and $195.47, with an estimated average price of $182.62. The stock is now traded at around $183.77. The impact to a portfolio due to this purchase was 1.55%. The holding were 668,510 shares as of .

Sold Out: Adobe Inc (ADBE)

EMS Capital LP sold out a holding in Adobe Inc. The sale prices were between $259.03 and $302.11, with an estimated average price of $277.57.

Sold Out: Electronic Arts Inc (EA)

EMS Capital LP sold out a holding in Electronic Arts Inc. The sale prices were between $90.42 and $102.67, with an estimated average price of $95.19.

Sold Out: PayPal Holdings Inc (PYPL)

EMS Capital LP sold out a holding in PayPal Holdings Inc. The sale prices were between $104.46 and $118.79, with an estimated average price of $110.76.

Sold Out: Spotify Technology SA (SPOT)

EMS Capital LP sold out a holding in Spotify Technology SA. The sale prices were between $121.58 and $150.04, with an estimated average price of $137.43.



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