MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons
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INSTITUTION : Emerson Point Capital LP |
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Emerson Point Capital LP Latest Top 20 Portfolio Holdings: (Filing Date: 2019-11-14) --- full portfolio
Company (links to holding history) |
Ticker |
Value On 2019-09-30 |
No of Shares |
% of portfolio |
FERRARI N V (COM) |
RACE |
50,294,000 |
326,397 |
11.48% |
PLANET FITNESS INC (CL A) |
PLNT |
35,039,000 |
605,485 |
8.00% |
DOLLAR GEN CORP NEW (COM) |
DG |
34,086,000 |
214,456 |
7.78% |
ETSY INC (COM) |
ETSY |
30,767,000 |
544,546 |
7.02% |
ALTERYX INC (COM CL A) |
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30,117,000 |
280,339 |
6.87% |
MASTERCARD INC (CL A) |
MA |
28,847,000 |
106,224 |
6.58% |
CHARTER COMMUNICATIONS INC N (CL A) |
CHTR |
26,791,000 |
65,007 |
6.12% |
RESTAURANT BRANDS INTL INC (COM) |
QSR |
23,058,000 |
324,122 |
5.26% |
MICROSOFT CORP (COM) |
MSFT |
22,035,000 |
158,491 |
5.03% |
LIVE NATION ENTERTAINMENT IN (COM) |
LYV |
21,274,000 |
320,676 |
4.85% |
VISA INC (COM CL A) |
V |
18,250,000 |
106,100 |
4.16% |
PAYPAL HLDGS INC (COM) |
PYPL |
16,001,000 |
154,464 |
3.65% |
SALESFORCE COM INC (COM) |
CRM |
15,849,000 |
106,769 |
3.62% |
MCDONALDS CORP (COM) |
MCD |
15,266,000 |
71,099 |
3.48% |
ADOBE INC (COM) |
ADBE |
14,227,000 |
51,502 |
3.24% |
COUPA SOFTWARE INC (COM) |
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13,971,000 |
107,828 |
3.19% |
ANAPLAN INC (COM) |
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13,494,000 |
287,105 |
3.08% |
DISNEY WALT CO (COM DISNEY) |
DIS |
13,276,000 |
101,871 |
3.03% |
GROCERY OUTLET HLDG CORP (COM) |
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2,724,000 |
78,548 |
0.62% |
AMAZON COM INC (COM) |
AMZN |
2,529,000 |
1,457 |
0.57% |
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Investing Just Like Emerson Point Capital LP
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
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