TREMBLANT CAPITAL GROUP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$926.8T
Holdings
39
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KDPKEURIG DR PEPPER INC | 2,129,843 | $65.3T | 7.05% | Call |
| 2 | SPOTSPOTIFY TECHNOLOGY S A | 231,542 | $61.1T | 6.59% | |
| 3 | UBERUBER TECHNOLOGIES INC | 739,920 | $57.0T | 6.15% | |
| 4 | TKOTKO GROUP HOLDINGS INC | 653,610 | $56.5T | 6.09% | |
| 5 | AMZNAMAZON COM INC | 287,941 | $51.9T | 5.60% | Call |
| 6 | DISDISNEY WALT CO | 370,515 | $45.3T | 4.89% | |
| 7 | FIVNFIVE9 INC | 688,066 | $42.7T | 4.61% | Call |
| 8 | DASHDOORDASH INC | 306,851 | $42.3T | 4.56% | |
| 9 | GRABGRAB HOLDINGS LIMITED | 13,060,748 | $41.0T | 4.42% | |
| 10 | QTWOQ2 HLDGS INC | 732,064 | $38.5T | 4.15% | |
| 11 | METAMETA PLATFORMS INC | 78,308 | $38.0T | 4.10% | |
| 12 | DKNGDRAFTKINGS INC NEW | 836,100 | $38.0T | 4.10% | |
| 13 | WHWYNDHAM HOTELS & RESORTS INC | 462,926 | $35.5T | 3.83% | |
| 14 | WABWABTEC | 229,735 | $33.5T | 3.61% | |
| 15 | MLB1MERCADOLIBRE INC | 20,479 | $31.0T | 3.34% | |
| 16 | SMARGBPSMARTSHEET INC | 770,307 | $29.7T | 3.20% | |
| 17 | VRNSVARONIS SYS INC | 628,100 | $29.6T | 3.20% | |
| 18 | BLMNBLOOMIN BRANDS INC | 1,009,379 | $28.9T | 3.12% | |
| 19 | AVDXAVIDXCHANGE HOLDINGS INC | 2,164,143 | $28.5T | 3.07% | |
| 20 | CHTRCHARTER COMMUNICATIONS INC N | 96,925 | $28.2T | 3.04% | |
| 21 | YUMCYUM CHINA HLDGS INC | 602,618 | $24.0T | 2.59% | |
| 22 | FIVEFIVE BELOW INC | 92,951 | $16.9T | 1.82% | |
| 23 | TNLTRAVEL PLUS LEISURE CO | 266,503 | $13.0T | 1.41% | |
| 24 | LGF/BEURLIONS GATE ENTMNT CORP | 1,325,933 | $12.3T | 1.33% | |
| 25 | LGFEURLIONS GATE ENTMNT CORP | 928,340 | $9.2T | 1.00% | |
| 26 | VACMARRIOTT VACATIONS WORLDWIDE | 52,242 | $5.6T | 0.61% | |
| 27 | SKAASKECHERS U S A INC | 78,721 | $4.8T | 0.52% | |
| 28 | CPNGCOUPANG INC | 126,692 | $2.3T | 0.24% | |
| 29 | EMNEASTMAN CHEM CO | 22,286 | $2.2T | 0.24% | |
| 30 | APDAIR PRODS & CHEMS INC | 8,355 | $2.0T | 0.22% | |
| 31 | PGRPROGRESSIVE CORP | 8,596 | $1.8T | 0.19% | |
| 32 | PGPROCTER AND GAMBLE CO | 10,252 | $1.7T | 0.18% | |
| 33 | GOOGLALPHABET INC | 9,415 | $1.4T | 0.15% | |
| 34 | RYROYAL BK CDA | 13,429 | $1.4T | 0.15% | |
| 35 | EVREVERCORE INC | 6,968 | $1.3T | 0.14% | |
| 36 | MAMASTERCARD INCORPORATED | 2,746 | $1.3T | 0.14% | |
| 37 | VVISA INC | 4,612 | $1.3T | 0.14% | |
| 38 | TSLATESLA INC | 5,100 | $896.5B | 0.10% | Put |
| 39 | PANWPALO ALTO NETWORKS INC | 3,148 | $894.4B | 0.10% |