TREMBLANT CAPITAL GROUP Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$943.7T

Holdings

36

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (36 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
880,700$91.0M0.00%Call
2
METAMETA PLATFORMS INC
263,923$55.9M0.00%
3
SPOTSPOTIFY TECHNOLOGY S A
410,077$54.8M0.00%
4
UBERUBER TECHNOLOGIES INC
1,670,269$52.9M0.00%
5
KDPKEURIG DR PEPPER INC
1,399,091$49.4M0.00%Call
6
DASHDOORDASH INC
761,501$48.4M0.00%
7
PANWPALO ALTO NETWORKS INC
237,642$47.5M0.00%
8
FIVEFIVE BELOW INC
229,253$47.2M0.00%
9
CHTRCHARTER COMMUNICATIONS INC N
126,450$45.2M0.00%
10
FIVNFIVE9 INC
609,258$44.0M0.00%
11
BLMNBLOOMIN BRANDS INC
1,611,827$41.3M0.00%Call
12
GRABGRAB HOLDINGS LIMITED
12,290,983$37.0M0.00%
13
TMUST-MOBILE US INC
231,465$33.5M0.00%
14
SMARGBPSMARTSHEET INC
674,390$32.2M0.00%
15
FWONALIBERTY MEDIA CORP DEL
422,206$31.6M0.00%
16
QTWOQ2 HLDGS INC
1,203,601$29.6M0.00%
17
WHWYNDHAM HOTELS & RESORTS INC
426,199$28.9M0.00%
18
SBACSBA COMMUNICATIONS CORP NEW
101,937$26.6M0.00%
19
VACMARRIOTT VACATIONS WORLDWIDE
195,567$26.4M0.00%
20
VRNSVARONIS SYS INC
948,143$24.7M0.00%
21
APDAIR PRODS & CHEMS INC
85,206$24.5M0.00%
22
WABWABTEC
225,682$22.8M0.00%
23
SKAASKECHERS U S A INC
372,570$17.7M0.00%
24
FTCHQFARFETCH LTD
2,884,073$14.2M0.00%Call
25
TNLTRAVEL PLUS LEISURE CO
298,214$11.7M0.00%
26
PGPROCTER AND GAMBLE CO
4,822$716K0.00%
27
WINGWINGSTOP INC
3,868$710K0.00%
28
MSFTMICROSOFT CORP
1,958$564K0.00%
29
PGRPROGRESSIVE CORP
3,237$463K0.00%
30
GOOGLALPHABET INC
4,439$460K0.00%
31
RYROYAL BK CDA SUSTAINABL
3,837$369K0.00%
32
MAMASTERCARD INCORPORATED
794$288K0.00%
33
VVISA INC
1,278$288K0.00%
34
DKSDICKS SPORTING GOODS INC
2,020$286K0.00%
35
EVREVERCORE INC
2,267$261K0.00%
36
CPNGCOUPANG INC
11,614$185K0.00%