TREMBLANT CAPITAL GROUP Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$3.4T
Holdings
40
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 94,982 | $293.9B | 8.54% | Call |
| 2 | FTCHQFARFETCH LTD | 3,944,347 | $209.1B | 6.08% | Call |
| 3 | EATBRINKER INTL INC | 2,526,183 | $179.5B | 5.21% | Call |
| 4 | FWONALIBERTY MEDIA CORP DEL | 3,550,402 | $153.7B | 4.46% | |
| 5 | SPOTSPOTIFY TECHNOLOGY S A | 526,155 | $141.0B | 4.10% | |
| 6 | KDPKEURIG DR PEPPER INC | 3,968,526 | $136.4B | 3.96% | Call |
| 7 | TWTRUSDTWITTER INC | 2,117,977 | $134.8B | 3.91% | |
| 8 | DISDISNEY WALT CO | 693,236 | $127.9B | 3.72% | |
| 9 | SKAASKECHERS U S A INC | 2,953,222 | $123.2B | 3.58% | |
| 10 | SBACSBA COMMUNICATIONS CORP NEW | 442,300 | $122.8B | 3.57% | |
| 11 | PANWPALO ALTO NETWORKS INC | 372,464 | $120.0B | 3.48% | |
| 12 | YUMCYUM CHINA HLDGS INC | 1,818,811 | $107.7B | 3.13% | |
| 13 | CHTRCHARTER COMMUNICATIONS INC N | 164,648 | $101.6B | 2.95% | |
| 14 | DASHDOORDASH INC | 774,069 | $101.5B | 2.95% | |
| 15 | PFPTPROOFPOINT INC | 761,653 | $95.8B | 2.78% | |
| 16 | PROPROS HOLDINGS INC | 2,170,073 | $92.2B | 2.68% | |
| 17 | VACMARRIOTT VACTINS WORLDWID CO | 522,143 | $90.9B | 2.64% | |
| 18 | WHWYNDHAM HOTELS & RESORTS INC | 1,296,352 | $90.5B | 2.63% | |
| 19 | JWNUSDNORDSTROM INC | 2,347,315 | $88.9B | 2.58% | |
| 20 | UBERUBER TECHNOLOGIES INC | 1,381,347 | $75.3B | 2.19% | Call |
| 21 | ZEN1EURZENDESK INC | 566,271 | $75.1B | 2.18% | |
| 22 | VRNSVARONIS SYS INC | 1,444,857 | $74.2B | 2.15% | |
| 23 | BLMNBLOOMIN BRANDS INC | 2,539,358 | $68.7B | 2.00% | |
| 24 | VRRMVERRA MOBILITY CORP | 5,044,526 | $68.3B | 1.98% | |
| 25 | WEXWEX INC | 307,474 | $64.3B | 1.87% | |
| 26 | FIVEFIVE BELOW INC | 299,619 | $57.2B | 1.66% | |
| 27 | MLCOMELCO RESORTS AND ENTMNT LTD | 2,731,565 | $54.4B | 1.58% | |
| 28 | SMARGBPSMARTSHEET INC | 840,653 | $53.7B | 1.56% | |
| 29 | QTWOQ2 HLDGS INC | 472,647 | $47.4B | 1.38% | |
| 30 | MDLZMONDELEZ INTL INC | 760,510 | $44.5B | 1.29% | |
| 31 | RCLROYAL CARIBBEAN GROUP | 457,599 | $39.2B | 1.14% | Call |
| 32 | —CARLOTZ INC | 5,459,384 | $38.9B | 1.13% | |
| 33 | HOUSREALOGY HLDGS CORP | 2,495,009 | $37.7B | 1.10% | |
| 34 | WINGWINGSTOP INC | 281,985 | $35.9B | 1.04% | |
| 35 | QSRRESTAURANT BRANDS INTL INC | 359,344 | $23.4B | 0.68% | |
| 36 | CAKECHEESECAKE FACTORY INC | 352,084 | $20.6B | 0.60% | |
| 37 | PGPROCTER AND GAMBLE CO | 146,005 | $19.8B | 0.57% | |
| 38 | DINDINE BRANDS GLOBAL INC | 218,205 | $19.6B | 0.57% | |
| 39 | EPCEDGEWELL PERS CARE CO | 300,320 | $11.9B | 0.35% | |
| 40 | CHWYCHEWY INC | 12,127 | $1.0B | 0.03% |