TREMBLANT CAPITAL GROUP Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$1.7T
Holdings
29
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMUST-MOBILE US INC | 892,247 | $120.0B | 7.27% | |
| 2 | FWONALIBERTY MEDIA CORP DEL | 1,386,865 | $88.0B | 5.33% | |
| 3 | FIVNFIVE9 INC | 919,883 | $83.8B | 5.08% | |
| 4 | CHTRCHARTER COMMUNICATIONS INC N | 169,419 | $79.4B | 4.81% | |
| 5 | AMZNAMAZON COM INC | 682,763 | $72.5B | 4.39% | |
| 6 | SKAASKECHERS U S A INC | 2,008,498 | $71.5B | 4.33% | |
| 7 | GRABGRAB HOLDINGS LIMITED | 28,020,847 | $70.9B | 4.29% | |
| 8 | FIVEFIVE BELOW INC | 624,684 | $70.9B | 4.29% | |
| 9 | VRNSVARONIS SYS INC | 2,413,405 | $70.8B | 4.29% | |
| 10 | SPOTSPOTIFY TECHNOLOGY S A | 752,433 | $70.6B | 4.28% | |
| 11 | DASHDOORDASH INC | 1,089,339 | $69.9B | 4.23% | |
| 12 | SMARGBPSMARTSHEET INC | 2,125,226 | $66.8B | 4.05% | |
| 13 | PANWPALO ALTO NETWORKS INC | 134,055 | $66.2B | 4.01% | |
| 14 | KDPKEURIG DR PEPPER INC | 1,843,611 | $65.2B | 3.95% | |
| 15 | QTWOQ2 HLDGS INC | 1,681,228 | $64.8B | 3.93% | |
| 16 | UBERUBER TECHNOLOGIES INC | 3,032,001 | $62.0B | 3.76% | |
| 17 | PINGUSDPING IDENTITY HLDG CORP | 2,924,578 | $53.1B | 3.21% | |
| 18 | SBACSBA COMMUNICATIONS CORP NEW | 159,642 | $51.1B | 3.09% | |
| 19 | VACMARRIOTT VACATIONS WORLDWIDE | 433,918 | $50.4B | 3.05% | |
| 20 | FTCHQFARFETCH LTD | 6,375,849 | $45.7B | 2.77% | |
| 21 | BLMNBLOOMIN BRANDS INC | 2,618,917 | $43.5B | 2.64% | |
| 22 | WHWYNDHAM HOTELS & RESORTS INC | 649,149 | $42.7B | 2.58% | |
| 23 | FOURSHIFT4 PMTS INC | 1,158,730 | $38.3B | 2.32% | |
| 24 | ZEN1EURZENDESK INC | 384,858 | $28.5B | 1.73% | |
| 25 | OLPXOLAPLEX HLDGS INC | 1,936,939 | $27.3B | 1.65% | |
| 26 | CARGCARGURUS INC | 1,078,587 | $23.2B | 1.40% | |
| 27 | PROPROS HOLDINGS INC | 696,869 | $18.3B | 1.11% | |
| 28 | EATBRINKER INTL INC | 815,803 | $18.0B | 1.09% | |
| 29 | WINGWINGSTOP INC | 235,113 | $17.6B | 1.06% |