TREMBLANT CAPITAL GROUP Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$1.6T
Holdings
37
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 861,601 | $141.3B | 8.89% | Call |
| 2 | FTCHQFARFETCH LTD | 14,953,667 | $118.1B | 7.43% | Call |
| 3 | AMZNAMAZON COM INC | 58,922 | $114.9B | 7.23% | |
| 4 | SKAASKECHERS U S A INC | 4,524,261 | $107.4B | 6.76% | Call |
| 5 | SPOTSPOTIFY TECHNOLOGY S A | 648,540 | $78.8B | 4.96% | |
| 6 | MDLZMONDELEZ INTL INC | 1,522,492 | $76.2B | 4.80% | Put |
| 7 | TWTRUSDTWITTER INC | 3,077,969 | $75.6B | 4.76% | |
| 8 | QSRRESTAURANT BRANDS INTL INC | 1,791,694 | $71.7B | 4.51% | |
| 9 | PROPROS HOLDINGS INC | 2,152,404 | $66.8B | 4.20% | |
| 10 | QTWOQ2 HLDGS INC | 1,086,050 | $64.1B | 4.04% | |
| 11 | —CYRUSONE INC | 993,969 | $61.4B | 3.86% | |
| 12 | MLCOMELCO RESORTS AND ENTMNT LTD | 4,342,891 | $53.9B | 3.39% | |
| 13 | FOXAFOX CORP | 2,049,379 | $48.4B | 3.05% | |
| 14 | VRNSVARONIS SYS INC | 726,119 | $46.2B | 2.91% | |
| 15 | SMARGBPSMARTSHEET INC | 1,067,507 | $44.3B | 2.79% | |
| 16 | PGPROCTER & GAMBLE CO | 367,501 | $40.4B | 2.54% | |
| 17 | SBACSBA COMMUNICATIONS CORP NEW | 146,123 | $39.4B | 2.48% | |
| 18 | CHTRCHARTER COMMUNICATIONS INC N | 89,964 | $39.3B | 2.47% | |
| 19 | EPCEDGEWELL PERS CARE CO | 1,588,537 | $38.3B | 2.41% | Call |
| 20 | PFPTPROOFPOINT INC | 364,434 | $37.4B | 2.35% | |
| 21 | YUMCYUM CHINA HLDGS INC | 841,796 | $35.9B | 2.26% | |
| 22 | WHWYNDHAM HOTELS & RESORTS INC | 1,104,027 | $34.8B | 2.19% | Call |
| 23 | DISDISNEY WALT CO | 357,025 | $34.5B | 2.17% | |
| 24 | BKNGBOOKING HLDGS INC | 24,374 | $32.8B | 2.06% | |
| 25 | DAYCERIDIAN HCM HLDG INC | 298,644 | $15.0B | 0.94% | |
| 26 | FIVEFIVE BELOW INC | 206,710 | $14.5B | 0.92% | Put |
| 27 | WINGWINGSTOP INC | 177,224 | $14.1B | 0.89% | |
| 28 | KDPKEURIG DR PEPPER INC | 405,767 | $9.8B | 0.62% | |
| 29 | HOUSREALOGY HLDGS CORP | 2,946,773 | $8.9B | 0.56% | |
| 30 | CHWYCHEWY INC | 187,906 | $7.0B | 0.44% | |
| 31 | SBUXSTARBUCKS CORP | 77,200 | $5.1B | 0.32% | |
| 32 | DNKNDUNKIN BRANDS GROUP INC | 72,545 | $3.9B | 0.24% | |
| 33 | RCLROYAL CARIBBEAN CRUISES LTD | 107,500 | $3.5B | 0.22% | Call |
| 34 | UBERUBER TECHNOLOGIES INC | 76,800 | $2.1B | 0.13% | Put |
| 35 | MIKUSDMICHAELS COS INC | 1,188,000 | $1.9B | 0.12% | Call |
| 36 | WWAYFAIR INC | 16,068 | $859.0M | 0.05% | |
| 37 | HOGHARLEY DAVIDSON INC | 32,700 | $619.0M | 0.04% | Put |