TREMBLANT CAPITAL GROUP Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$2.4T
Holdings
35
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SKAASKECHERS U S A INC | 5,925,194 | $185.9B | 7.82% | Call |
| 2 | PANWPALO ALTO NETWORKS INC | 711,324 | $163.4B | 6.87% | Call |
| 3 | FTCHQFARFETCH LTD | 8,757,130 | $151.2B | 6.36% | Call |
| 4 | SPOTSPOTIFY TECHNOLOGY S A | 537,989 | $138.9B | 5.84% | |
| 5 | QSRRESTAURANT BRANDS INTL INC | 2,494,800 | $136.3B | 5.73% | |
| 6 | QTWOQ2 HLDGS INC | 1,310,528 | $112.4B | 4.73% | |
| 7 | TWTRUSDTWITTER INC | 3,573,298 | $106.4B | 4.48% | |
| 8 | PROPROS HOLDINGS INC | 2,355,383 | $104.7B | 4.40% | |
| 9 | FWONALIBERTY MEDIA CORP DEL | 3,222,745 | $102.2B | 4.30% | |
| 10 | FOXAFOX CORP | 3,655,193 | $98.0B | 4.12% | |
| 11 | AMZNAMAZON COM INC | 27,495 | $75.9B | 3.19% | |
| 12 | MLCOMELCO RESORTS AND ENTMNT LTD | 4,828,358 | $74.9B | 3.15% | Call |
| 13 | SBACSBA COMMUNICATIONS CORP NEW | 245,392 | $73.1B | 3.08% | |
| 14 | —CYRUSONE INC | 975,208 | $70.9B | 2.99% | |
| 15 | CHTRCHARTER COMMUNICATIONS INC N | 136,705 | $69.7B | 2.93% | |
| 16 | WHWYNDHAM HOTELS & RESORTS INC | 1,530,556 | $65.2B | 2.74% | |
| 17 | VRNSVARONIS SYS INC | 670,805 | $59.4B | 2.50% | |
| 18 | FIVEFIVE BELOW INC | 549,108 | $58.7B | 2.47% | Call |
| 19 | VRRMVERRA MOBILITY CORP | 5,678,047 | $58.4B | 2.46% | |
| 20 | YUMCYUM CHINA HLDGS INC | 1,199,223 | $57.6B | 2.43% | |
| 21 | VACMARRIOTT VACTINS WORLDWID CO | 684,137 | $56.2B | 2.37% | |
| 22 | PGPROCTER AND GAMBLE CO | 414,114 | $49.5B | 2.08% | |
| 23 | HOUSREALOGY HLDGS CORP | 6,480,834 | $48.0B | 2.02% | |
| 24 | MDLZMONDELEZ INTL INC | 893,965 | $45.7B | 1.92% | |
| 25 | KDPKEURIG DR PEPPER INC | 1,558,187 | $44.3B | 1.86% | |
| 26 | EPCEDGEWELL PERS CARE CO | 1,327,034 | $41.4B | 1.74% | |
| 27 | SMARGBPSMARTSHEET INC | 725,222 | $36.9B | 1.55% | |
| 28 | RCLROYAL CARIBBEAN CRUISES LTD | 554,181 | $27.9B | 1.17% | Call |
| 29 | WEXWEX INC | 142,967 | $23.6B | 0.99% | |
| 30 | WYNEURWYNDHAM DESTINATIONS INC | 648,736 | $18.3B | 0.77% | |
| 31 | DAYCERIDIAN HCM HLDG INC | 186,743 | $14.8B | 0.62% | |
| 32 | UAAUNDER ARMOUR INC | 394,900 | $3.8B | 0.16% | Put |
| 33 | WINGWINGSTOP INC | 9,435 | $1.3B | 0.06% | |
| 34 | CHWYCHEWY INC | 22,806 | $1.0B | 0.04% | |
| 35 | SBUXSTARBUCKS CORP | 7,675 | $565.0M | 0.02% |