13F-HR 1 emergingsovereign1q13.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2013 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Emerging Sovereign Group LLC Address: 520 Madison Avenue 41st Floor New York, New York 10022 13F File Number: 028-13702 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: J. Kevin Kenny, Jr. Title: Authorized Signatory Phone: (212) 984-5761 Signature, Place, and Date of Signing: /s/ J. Kevin Kenny, Jr. New York, NY May 13, 2013 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 26 Form 13F Information Table Value Total: $1,673,096 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- BANK OF AMERICA CORPORATION COM 060505104 3691 303000 SH CALL SOLE NONE 303000 0 0 BURGER KING WORLDWIDE INC COM 121220107 40618 2126583 SH SOLE NONE 2126583 0 0 CARTER INC COM 146229109 45185 788976 SH SOLE NONE 788976 0 0 CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 8806 2086844 SH SOLE NONE 2086844 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 110459 1441630 SH SOLE NONE 1441630 0 0 EQUINIX INC COM NEW 29444U502 91037 420862 SH SOLE NONE 420862 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 40204 524374 SH SOLE NONE 524374 0 0 GENPACT LIMITED SHS G3922B107 37184 2044180 SH SOLE NONE 2044180 0 0 GOOGLE INC CL A 38259P508 88473 111401 SH SOLE NONE 111401 0 0 ISHARES INC MSCI JAPAN 464286848 2160 200000 SH CALL SOLE NONE 200000 0 0 ISHARES TR MSCI EMERG MKT 464287234 65104 1522200 SH CALL SOLE NONE 1522200 0 0 MASTERCARD INC CL A 57636Q104 34494 63744 SH SOLE NONE 63744 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 94776 1223708 SH SOLE NONE 1223708 0 0 MELCO CROWN ENTMT LTD ADR 585464100 78900 3379020 SH SOLE NONE 3379020 0 0 MONDELEZ INTL INC CL A 609207105 108254 3535990 SH SOLE NONE 3535990 0 0 NIELSEN HOLDINGS N V COM N63218106 111153 3103089 SH SOLE NONE 3103089 0 0 PACTERA TECHNOLOGY INTL LTD SPONSORED ADR 695255109 19853 3092422 SH SOLE NONE 3092422 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 5793 84000 SH SOLE NONE 84000 0 0 PRICELINE COM INC COM NEW 741503403 94291 137018 SH SOLE NONE 137018 0 0 QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 51169 1726933 SH SOLE NONE 1726933 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 70829 2410783 SH SOLE NONE 2410783 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 34655 221200 SH SOLE NONE 221200 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 223428 1426100 SH CALL SOLE NONE 1426100 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 11750 75000 SH PUT SOLE NONE 75000 0 0 VISA INC COM CL A 92826C839 59054 347705 SH SOLE NONE 347705 0 0 YUM BRANDS INC COM 988498101 141776 1970750 SH SOLE NONE 1970750 0 0