- New Purchases: SMAR, MTCH, APHA, UBER,
- Added Positions: SE, SNAP, FB, AGRO, CEPU, ALX,
- Reduced Positions: PTC, NFLX, CRM, ZEN, BMA,
- Sold Out: ADBE, EA, PYPL, SPOT,
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- Netflix Inc (NFLX) - 486,070 shares, 11.81% of the total portfolio. Shares reduced by 11.12%
- Apple Inc (AAPL) - 680,000 shares, 8.90% of the total portfolio.
- Facebook Inc (FB) - 668,510 shares, 8.53% of the total portfolio. Shares added by 22.23%
- Zendesk Inc (ZEN) - 1,215,070 shares, 7.15% of the total portfolio. Shares reduced by 13.06%
- Mastercard Inc (MA) - 364,580 shares, 6.38% of the total portfolio.
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.
Here is the complete portfolio of EMS Capital LP. Also check out:
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