0001172661-14-001738.txt : 20141113 0001172661-14-001738.hdr.sgml : 20141113 20141113161053 ACCESSION NUMBER: 0001172661-14-001738 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141113 DATE AS OF CHANGE: 20141113 EFFECTIVENESS DATE: 20141113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EMERGING SOVEREIGN GROUP LLC CENTRAL INDEX KEY: 0001483628 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13702 FILM NUMBER: 141218545 BUSINESS ADDRESS: STREET 1: 520 MADISON AVENUE STREET 2: 41ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-984-5750 MAIL ADDRESS: STREET 1: 520 MADISON AVENUE STREET 2: 41ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001483628 XXXXXXXX 09-30-2014 09-30-2014 false EMERGING SOVEREIGN GROUP LLC

520 Madison Avenue 41st Floor New York NY 10022

13F HOLDINGS REPORT 028-13702 N J. Kevin Kenny, Jr. 212-813-4600 /s/ J. Kevin Kenny, Jr. New York NY 11-13-2014 0 26 2563619 INFORMATION TABLE 2 infotable.xml ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 369693 3335070 SH SOLE 3335070 0 0 CITIGROUP INC COM NEW 172967424 162456 3135000 SH SOLE 3135000 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 82052 1832754 SH SOLE 1832754 0 0 COLFAX CORP COM 194014106 144470 2535889 SH SOLE 2535889 0 0 COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 73292 1680619 SH SOLE 1680619 0 0 CREDICORP LTD COM G2519Y108 93503 609579 SH SOLE 609579 0 0 DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 42063 1112771 SH SOLE 1112771 0 0 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 41484 1112771 SH SOLE 1112771 0 0 DOLLAR GEN CORP NEW COM 256677105 133083 2177754 SH SOLE 2177754 0 0 FEDEX CORP COM 31428X106 133208 825074 SH SOLE 825074 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 68904 1800000 SH Put SOLE 1800000 0 0 MBIA INC COM 55262C100 14000 1525000 SH Call SOLE 1525000 0 0 MBIA INC COM 55262C100 4526 493000 SH SOLE 493000 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 109341 1136361 SH SOLE 1136361 0 0 MONSANTO CO NEW COM 61166W101 49088 436300 SH SOLE 436300 0 0 NATIONAL BK GREECE S A SPN ADR REP 1 SH 633643705 22034 7320115 SH SOLE 7320115 0 0 QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 213903 3170337 SH SOLE 3170337 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 48329 245300 SH SOLE 245300 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 44822 227500 SH Call SOLE 227500 0 0 TRANSDIGM GROUP INC COM 893641100 89354 484750 SH SOLE 484750 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 116788 3405900 SH SOLE 3405900 0 0 TWENTY FIRST CENTY FOX INC CL B 90130A200 108284 3250800 SH SOLE 3250800 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 144241 1099400 SH SOLE 1099400 0 0 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 150238 794867 SH SOLE 794867 0 0 WHITEWAVE FOODS CO COM 966244105 83263 2291861 SH SOLE 2291861 0 0 YUM BRANDS INC COM 988498101 21200 294530 SH SOLE 294530 0 0