0001172661-15-000411.txt : 20150213 0001172661-15-000411.hdr.sgml : 20150213 20150213160218 ACCESSION NUMBER: 0001172661-15-000411 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150213 DATE AS OF CHANGE: 20150213 EFFECTIVENESS DATE: 20150213 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: 15614173 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 12-31-2014 12-31-2014 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 02-13-2015 0 28 2711726 INFORMATION TABLE 2 infotable.xml 58 COM INC SPON ADR REP A 31680Q104 37445 901208 SH SOLE 901208 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 273364 2433795 SH SOLE 2433795 0 0 AUTOHOME INC SP ADR RP CL A 05278C107 9259 254646 SH SOLE 254646 0 0 BAIDU INC SPON ADR REP A 056752108 192794 845700 SH SOLE 845700 0 0 BITAUTO HLDGS LTD SPONSORED ADS 091727107 7423 105432 SH SOLE 105432 0 0 CITIGROUP INC COM NEW 172967424 115482 2134200 SH SOLE 2134200 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 70051 1330254 SH SOLE 1330254 0 0 COLFAX CORP COM 194014106 142915 2771289 SH SOLE 2771289 0 0 COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 65585 1780741 SH SOLE 1780741 0 0 CREDICORP LTD COM G2519Y108 131699 822194 SH SOLE 822194 0 0 DOLLAR GEN CORP NEW COM 256677105 198305 2804881 SH SOLE 2804881 0 0 FEDEX CORP COM 31428X106 106501 613274 SH SOLE 613274 0 0 ISHARES MSCI BRZ CAP ETF 464286400 16947 463400 SH SOLE 463400 0 0 ISHARES MSCI MEX CAP ETF 464286822 16795 282800 SH SOLE 282800 0 0 ISHARES IBOXX HI YD ETF 464288513 8960 100000 SH Put SOLE 100000 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 58988 1417300 SH Put SOLE 1417300 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 108006 1074261 SH SOLE 1074261 0 0 MONSANTO CO NEW COM 61166W101 154917 1296700 SH SOLE 1296700 0 0 NATIONAL BK GREECE S A SPN ADR REP 1 SH 633643705 29499 16480078 SH SOLE 16480078 0 0 QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 246212 4299887 SH SOLE 4299887 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 33519 163080 SH SOLE 163080 0 0 TRANSDIGM GROUP INC COM 893641100 72738 370450 SH SOLE 370450 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 61970 1613600 SH SOLE 1613600 0 0 TWENTY FIRST CENTY FOX INC CL B 90130A200 64718 1754338 SH SOLE 1754338 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 78109 545800 SH SOLE 545800 0 0 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 232003 11873231 SH SOLE 11873231 0 0 VISA INC COM CL A 92826C839 71093 271142 SH SOLE 271142 0 0 WHITEWAVE FOODS CO COM 966244105 106429 3041685 SH SOLE 3041685 0 0