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STOCK TICKER:

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: 2019-08-14) --- full portfolio
Company (links to holding history) Ticker Value On
2019-06-30
No of Shares % of portfolio
FERRARI N V    (COM) RACE 47,388,000 293,569 10.32%
PAYPAL HLDGS INC    (COM) PYPL 37,079,000 323,948 8.07%
SALESFORCE COM INC    (COM) CRM 32,472,000 214,012 7.07%
SERVICENOW INC    (COM) NOW 31,235,000 113,762 6.80%
ALTERYX INC    (COM CL A) 30,841,000 282,634 6.71%
PLANET FITNESS INC    (CL A) PLNT 29,939,000 413,292 6.52%
ANAPLAN INC    (COM) 26,278,000 520,651 5.72%
MASTERCARD INC    (CL A) MA 26,015,000 98,347 5.66%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 23,423,000 59,270 5.10%
VISA INC    (COM CL A) V 22,680,000 130,682 4.94%
ETSY INC    (COM) ETSY 20,730,000 337,791 4.51%
MICROSOFT CORP    (COM) MSFT 20,340,000 151,836 4.43%
DISNEY WALT CO    (COM DISNEY) DIS 19,096,000 136,752 4.15%
ADOBE INC    (COM) ADBE 16,093,000 54,620 3.50%
LIVE NATION ENTERTAINMENT IN    (COM) LYV 14,798,000 223,369 3.22%
NETFLIX INC    (COM) NFLX 10,951,000 29,814 2.38%
MCDONALDS CORP    (COM) MCD 10,147,000 48,862 2.21%
COUPA SOFTWARE INC    (COM) 9,741,000 76,943 2.12%
RESTAURANT BRANDS INTL INC    (COM) QSR 7,854,000 112,944 1.71%
VAIL RESORTS INC    (COM) MTN 7,494,000 33,580 1.63%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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