HoldingsChannel.com
Emerson Point Capital LP Top Holdings
As of  03/31/2022, below is a summary of the Emerson Point Capital LP top holdings by largest position size, as per the latest 13f filing made by Emerson Point Capital LP. In the Emerson Point Capital LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Emerson Point Capital LP in that top holding, then the share count change between reporting periods, and finally the Emerson Point Capital LP top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
CHIPOTLE MEXICAN GRILL INC 39,395 -9,617 $62,324
     CMG39,395-9,617$62,324
EXPEDIA GROUP INC 239,654 -10,450 $46,893
     EXPE239,654-10,450$46,893
LIVE NATION ENTERTAINMENT IN 327,630 -108,925 $38,542
     LYV327,630-108,925$38,542
ETSY INC 257,618 +34,289 $32,017
     ETSY257,618+34,289$32,017
FLOOR & DECOR HLDGS INC 387,920 +73,784 $31,422
     FND387,920+73,784$31,422
MICROSOFT CORP 97,221 -5,198 $29,974
     MSFT97,221-5,198$29,974
SERVICENOW INC 50,650 +1,014 $28,206
     NOW50,650+1,014$28,206
AIRBNB INC 160,375 +25,638 $27,546
     ABNB160,375+25,638$27,546
FERRARI N V 123,716 -40,937 $26,981
     RACE123,716-40,937$26,981
SAILPOINT TECHNOLOGIES HLDGS 521,550 +402,277 $26,693
     SAIL521,550+402,277$26,693
NEW YORK TIMES CO 540,037 +540,037 $24,755
     NYT540,037+540,037$24,755
CHARTER COMMUNICATIONS INC N 39,167 -3,961 $21,366
     CHTR39,167-3,961$21,366
PLANET FITNESS INC 219,812 -62,530 $18,570
     PLNT219,812-62,530$18,570
BATH & BODY WORKS INC 247,180 -120,592 $11,815
     BBWI247,180-120,592$11,815
GLOBAL E ONLINE LTD 310,825 +310,825 $10,500
     GLBE310,825+310,825$10,500
PAYPAL HLDGS INC 90,679 +18,448 $10,487
     PYPL90,679+18,448$10,487
BILL COM HLDGS INC 42,459 +2,581 $9,629
     BILL42,459+2,581$9,629
ALTERYX INC 82,190 +82,190 $5,879
     AYX82,190+82,190$5,879
DOLLAR GEN CORP NEW 24,197 +202 $5,387
     DG24,197+202$5,387
TESLA INC 4,974 -151 $5,360
     TSLA4,974-151$5,360
AMAZON COM INC 1,505 UNCH $4,906
     AMZN1,505UNCH$4,906
SNAP INC 109,361 +44,542 $3,936
     SNAP109,361+44,542$3,936
INTUIT 7,605 -949 $3,657
     INTU7,605-949$3,657
ADOBE SYSTEMS INCORPORATED 7,973 -309 $3,633
     ADBE7,973-309$3,633
LULULEMON ATHLETICA INC 8,611 UNCH $3,145
     LULU8,611UNCH$3,145
NETFLIX INC 8,037 -28,583 $3,011
     NFLX8,037-28,583$3,011
BLOCK INC 18,542 UNCH $2,514
     SQ18,542UNCH$2,514
SHOPIFY INC 3,347 -8,486 $2,262
     SHOP3,347-8,486$2,262
MERCADOLIBRE INC 1,672 +250 $1,989
     MELI1,672+250$1,989
CARVANA CO 14,792 UNCH $1,765
     CVNA14,792UNCH$1,765

See Full List: All Stocks Held By Emerson Point Capital LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Emerson Point Capital LP

Size ($ in 1000's)
At 03/31/2022: $506,746
At 12/31/2021: $641,622

Combined Holding Report Includes:
Emerson Point Capital LP
Emerson Point Capital Long Opportunities LLC
Emerson Point Capital Long Short LLC

Emerson Point Capital LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Emerson Point Capital LP 13F filings. Link to 13F filings: SEC filings

Emerson Point Capital LP Top Holdings 13F Filings | www.HoldingsChannel.com

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