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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 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) 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) 13,971,000 107,828 3.19%
ANAPLAN INC    (COM) 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) 2,724,000 78,548 0.62%
AMAZON COM INC    (COM) AMZN 2,529,000 1,457 0.57%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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