TREMBLANT CAPITAL GROUP Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$1.6T
Holdings
33
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPOTSPOTIFY TECHNOLOGY S A | 1,217,395 | $178.0B | 10.90% | Call |
| 2 | PANWPALO ALTO NETWORKS INC | 665,556 | $135.6B | 8.30% | Call |
| 3 | —CBS CORP NEW | 2,059,379 | $102.8B | 6.29% | |
| 4 | AMZNAMAZON COM INC | 49,754 | $94.2B | 5.77% | |
| 5 | TWTRUSDTWITTER INC | 2,614,943 | $91.3B | 5.59% | |
| 6 | WHWYNDHAM HOTELS & RESORTS INC | 1,612,210 | $89.9B | 5.50% | Call |
| 7 | SKAASKECHERS U S A INC | 2,353,232 | $74.1B | 4.54% | |
| 8 | T7DTRANSDIGM GROUP INC | 148,073 | $71.6B | 4.39% | |
| 9 | MDLZMONDELEZ INTL INC | 1,300,444 | $70.1B | 4.29% | |
| 10 | HOUSREALOGY HLDGS CORP | 9,257,263 | $67.0B | 4.10% | Call |
| 11 | PFPTPROOFPOINT INC | 513,720 | $61.8B | 3.78% | |
| 12 | —GRUBHUB INC | 702,121 | $54.8B | 3.35% | Call |
| 13 | WYNEURWYNDHAM DESTINATIONS INC | 1,219,388 | $53.5B | 3.28% | |
| 14 | QSRRESTAURANT BRANDS INTL INC | 738,738 | $51.4B | 3.15% | |
| 15 | FIVNFIVE9 INC | 940,677 | $48.2B | 2.95% | |
| 16 | MLCOMELCO RESORTS AND ENTMT LTD | 2,039,061 | $44.3B | 2.71% | |
| 17 | DYHTARGET CORP | 510,154 | $44.2B | 2.71% | |
| 18 | CUCAAVIS BUDGET GROUP INC | 1,139,987 | $40.1B | 2.45% | |
| 19 | QTWOQ2 HLDGS INC | 508,678 | $38.8B | 2.38% | |
| 20 | —LINE CORP | 1,273,252 | $35.8B | 2.19% | |
| 21 | RCLROYAL CARIBBEAN CRUISES LTD | 258,031 | $31.3B | 1.92% | |
| 22 | NCLHNORWEGIAN CRUISE LINE HLDG L | 559,713 | $30.0B | 1.84% | |
| 23 | VRNSVARONIS SYS INC | 395,460 | $24.5B | 1.50% | |
| 24 | KMIKINDER MORGAN INC DEL | 1,000,431 | $20.9B | 1.28% | |
| 25 | VACMARRIOTT VACTINS WORLDWID CO | 151,150 | $14.6B | 0.89% | |
| 26 | PGPROCTER AND GAMBLE CO | 121,578 | $13.3B | 0.82% | |
| 27 | YUMCYUM CHINA HLDGS INC | 275,266 | $12.7B | 0.78% | |
| 28 | BLBLACKLINE INC | 215,104 | $11.5B | 0.70% | |
| 29 | HGVHILTON GRAND VACATIONS INC | 326,312 | $10.4B | 0.64% | |
| 30 | EPCEDGEWELL PERS CARE CO | 299,114 | $8.1B | 0.49% | |
| 31 | RHT1EURRED HAT INC | 23,604 | $4.4B | 0.27% | |
| 32 | MCXMCCORMICK & CO INC | 20,900 | $3.2B | 0.20% | Put |
| 33 | MIKUSDMICHAELS COS INC | 83,974 | $731.0M | 0.04% |