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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Emerson Point Capital LP INSTITUTION : Emerson Point Capital LP
Emerson Point Capital LP Portfolio (reported on 2020-08-14)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
MICROSOFT CORP    (COM) MSFT 50,173,000 246,537 9.54%
FERRARI N V    (COM) RACE 41,711,000 243,906 7.93%
DOLLAR GEN CORP NEW    (COM) DG 37,157,000 195,042 7.06%
CHIPOTLE MEXICAN GRILL INC    (COM) CMG 32,765,000 31,134 6.23%
ETSY INC    (COM) ETSY 29,385,000 276,618 5.58%
NEW YORK TIMES CO    (CL A) NYT 29,274,000 696,481 5.56%
PLANET FITNESS INC    (CL A) PLNT 26,570,000 438,674 5.05%
SERVICENOW INC    (COM) NOW 26,111,000 64,462 4.96%
LIVE NATION ENTERTAINMENT IN    (COM) LYV 25,990,000 586,288 4.94%
ADOBE INC    (COM) ADBE 24,043,000 55,232 4.57%
MASTERCARD INCORPORATED    (CL A) MA 23,451,000 79,307 4.45%
PAYPAL HLDGS INC    (COM) PYPL 22,530,000 129,315 4.28%
FLOOR & DECOR HLDGS INC    (CL A) 22,452,000 389,467 4.26%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 20,508,000 40,208 3.89%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 20,352,000 66,000 3.87%
COUPA SOFTWARE INC    (COM) 15,681,000 56,602 2.98%
ALTERYX INC    (COM CL A) 15,231,000 92,713 2.89%
VISA INC    (COM CL A) V 13,176,000 68,213 2.50%
BURLINGTON STORES INC    (COM) BURL 12,407,000 63,000 2.35%
NETFLIX INC    (COM) NFLX 10,013,000 22,005 1.90%
DOMINOS PIZZA INC    (COM) DPZ 6,630,000 17,945 1.26%
AMAZON COM INC    (COM) AMZN 4,450,000 1,613 0.84%
SHOPIFY INC    (CL A) 2,725,000 2,871 0.51%
INTUIT    (COM) INTU 2,534,000 8,554 0.48%
L BRANDS INC    (COM) LTD 2,436,000 162,723 0.46%
SALESFORCE COM INC    (COM) CRM 1,605,000 8,569 0.30%
SQUARE INC    (CL A) 1,440,000 13,722 0.27%
MCDONALDS CORP    (COM) MCD 1,254,000 6,800 0.23%
SNAP INC    (CL A) 1,251,000 53,248 0.23%
TESLA INC    (COM) TSLA 1,107,000 1,025 0.21%
UBER TECHNOLOGIES INC    (COM) 638,000 20,536 0.12%
VAIL RESORTS INC    (COM) MTN 529,000 2,902 0.10%
LULULEMON ATHLETICA INC    (COM) LULU 288,000 922 0.05%
Total Value As 2020-06-30: 525,867,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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