TREMBLANT CAPITAL GROUP Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$1.4T
Holdings
32
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RHT1EURRED HAT INC | 2,370,114 | $205.0B | 14.27% | Call |
| 2 | HOUSREALOGY HLDGS CORP | 4,144,498 | $123.5B | 8.59% | |
| 3 | VIABVIACOM INC NEW | 2,627,010 | $122.5B | 8.52% | |
| 4 | —LINE CORP | 2,159,489 | $83.1B | 5.78% | |
| 5 | PGPROCTER AND GAMBLE CO | 785,565 | $70.6B | 4.91% | Call |
| 6 | MLCOMELCO CROWN ENTMT LTD | 3,532,453 | $65.5B | 4.56% | Call |
| 7 | —TIM PARTICIPACOES S A | 4,025,896 | $64.3B | 4.48% | |
| 8 | MDLZMONDELEZ INTL INC | 1,426,379 | $61.4B | 4.28% | |
| 9 | —CBS CORP NEW | 790,618 | $54.8B | 3.82% | |
| 10 | NFLXNETFLIX INC | 347,900 | $51.4B | 3.58% | Call |
| 11 | T7DTRANSDIGM GROUP INC | 230,307 | $50.7B | 3.53% | Call |
| 12 | AMZNAMAZON COM INC | 57,049 | $50.6B | 3.52% | |
| 13 | BABAALIBABA GROUP HLDG LTD | 452,731 | $48.8B | 3.40% | |
| 14 | TTS1EURTILE SHOP HLDGS INC | 2,354,336 | $45.3B | 3.15% | |
| 15 | PANWPALO ALTO NETWORKS INC | 397,290 | $44.8B | 3.12% | |
| 16 | —COLONY NORTHSTAR INC | 3,265,649 | $42.2B | 2.93% | |
| 17 | —NIMBLE STORAGE INC | 3,239,900 | $40.5B | 2.82% | Call |
| 18 | WYNEURWYNDHAM WORLDWIDE CORP | 457,017 | $38.5B | 2.68% | |
| 19 | OSISOSI SYSTEMS INC | 386,189 | $28.2B | 1.96% | |
| 20 | CICIGNA CORPORATION | 189,283 | $27.7B | 1.93% | |
| 21 | JDJD COM INC | 821,681 | $25.6B | 1.78% | |
| 22 | —ALLERGAN PLC | 88,328 | $21.1B | 1.47% | |
| 23 | PFPTPROOFPOINT INC | 217,446 | $16.2B | 1.13% | |
| 24 | UHSUNIVERSAL HLTH SVCS INC | 123,101 | $15.3B | 1.07% | |
| 25 | EWTISHARES INC | 288,200 | $9.6B | 0.67% | Put |
| 26 | BUDANHEUSER BUSCH INBEV SA/NV | 76,951 | $8.4B | 0.59% | |
| 27 | —KATE SPADE & CO | 324,075 | $7.5B | 0.52% | |
| 28 | BBBYEURBED BATH & BEYOND INC | 169,464 | $6.7B | 0.47% | |
| 29 | BBYBEST BUY INC | 111,800 | $5.5B | 0.38% | Put |
| 30 | BNEDBARNES & NOBLE INC | 97,844 | $905.0M | 0.06% | |
| 31 | —EXPRESS SCRIPTS HLDG CO | 13,578 | $895.0M | 0.06% | |
| 32 | —KINDER MORGAN INC DEL | 328,436 | $1.0M | 0.00% |