Institutions / Emerging Sovereign Group LLC
Emerging Sovereign Group LLC
CIK 1483628 · Institution · as of Dec 31, 2014
Portfolio value
$2.64B
Positions
26
As of
Dec 31, 2014
Top holdings
Dec 31, 2014View all 26 →
| Company | Value | % of portfolio |
|---|---|---|
| Anheuser-Busch InBev SA/NV | $273.36M | 10.3% |
| Qihoo 360 Technology Co Ltd | $246.21M | 9.3% |
| Vipshop Holdings LtdVIPS | $232.00M | 8.8% |
| Dollar General CorpDG | $198.31M | 7.5% |
| Baidu, Inc.BIDU | $192.79M | 7.3% |
| Monsanto Co New | $154.92M | 5.9% |
| Colfax Corp | $142.91M | 5.4% |
| Credicorp Ltd.BAP | $131.70M | 5.0% |
| Citigroup IncC | $115.48M | 4.4% |
| Mead Johnson Nutrition Co | $108.01M | 4.1% |
| Fedex CorpFDX | $106.50M | 4.0% |
| Whitewave Foods Co | $106.43M | 4.0% |
| Valeant Pharmaceuticals Intl | $78.11M | 3.0% |
| TransDigm Group INCTDG | $72.74M | 2.8% |
| Visa Inc.V | $71.09M | 2.7% |
| Cognizant Technology Solutions CorpCTSH | $70.05M | 2.6% |
| Companhia Brasileira de Dist | $65.58M | 2.5% |
| Twenty First Centy Fox Inc | $64.72M | 2.4% |
| Twenty First Centy Fox Inc | $61.97M | 2.3% |
| 58 Com Inc | $37.45M | 1.4% |
| SPDR S&P 500 ETF TrSPY | $33.52M | 1.3% |
| National Bk Greece S a | $29.50M | 1.1% |
| iSharesEWZ | $16.95M | 0.6% |
| iSharesEWW | $16.80M | 0.6% |
| Autohome IncATHM | $9.26M | 0.4% |
Activity
Dec 31, 2014
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 1 quarter of holdings.