TREMBLANT CAPITAL GROUP Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$2.3T
Holdings
32
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PGPROCTER AND GAMBLE CO | 7,494,001 | $681.8B | 30.20% | Call |
| 2 | RHT1EURRED HAT INC | 1,258,994 | $139.6B | 6.18% | Call |
| 3 | AMZNAMAZON COM INC | 134,559 | $129.4B | 5.73% | Call |
| 4 | PANWPALO ALTO NETWORKS INC | 893,315 | $128.7B | 5.70% | Call |
| 5 | VIABVIACOM INC NEW | 4,507,778 | $125.5B | 5.56% | Call |
| 6 | HOUSREALOGY HLDGS CORP | 2,892,267 | $95.3B | 4.22% | |
| 7 | —LINE CORP | 2,594,156 | $93.9B | 4.16% | |
| 8 | —TIM PARTICIPACOES S A | 4,618,379 | $84.4B | 3.74% | |
| 9 | MDLZMONDELEZ INTL INC | 1,803,282 | $73.3B | 3.25% | |
| 10 | MLCOMELCO RESORT ENTERTAINMENT L | 3,022,118 | $72.9B | 3.23% | Call |
| 11 | —CBS CORP NEW | 1,165,583 | $67.6B | 2.99% | |
| 12 | BABAALIBABA GROUP HLDG LTD | 365,091 | $63.1B | 2.79% | |
| 13 | NOWSERVICENOW INC | 435,776 | $51.2B | 2.27% | |
| 14 | WYNEURWYNDHAM WORLDWIDE CORP | 440,072 | $46.4B | 2.05% | |
| 15 | T7DTRANSDIGM GROUP INC | 165,019 | $42.2B | 1.87% | |
| 16 | CICIGNA CORPORATION | 221,250 | $41.4B | 1.83% | |
| 17 | NFLXNETFLIX INC | 212,489 | $38.5B | 1.71% | |
| 18 | EXPEEXPEDIA INC DEL | 258,420 | $37.2B | 1.65% | |
| 19 | JDJD COM INC | 933,681 | $35.7B | 1.58% | |
| 20 | UHSUNIVERSAL HLTH SVCS INC | 294,750 | $32.7B | 1.45% | |
| 21 | FDO.FMACYS INC | 1,237,031 | $27.0B | 1.20% | Call |
| 22 | BUDANHEUSER BUSCH INBEV SA/NV | 207,637 | $24.8B | 1.10% | |
| 23 | TSLATESLA INC | 68,700 | $23.4B | 1.04% | Put |
| 24 | TTS1EURTILE SHOP HLDGS INC | 1,663,183 | $21.1B | 0.94% | |
| 25 | FIVNFIVE9 INC | 817,722 | $19.5B | 0.87% | |
| 26 | —ALLERGAN PLC | 93,510 | $19.2B | 0.85% | |
| 27 | DECKDECKERS OUTDOOR CORP | 272,445 | $18.6B | 0.83% | |
| 28 | IJRISHARES TR | 146,100 | $10.8B | 0.48% | Put |
| 29 | COSTCOSTCO WHSL CORP NEW | 50,700 | $8.3B | 0.37% | Put |
| 30 | CMGCHIPOTLE MEXICAN GRILL INC | 7,400 | $2.3B | 0.10% | Put |
| 31 | AEOAMERICAN EAGLE OUTFITTERS NE | 91,030 | $1.3B | 0.06% | |
| 32 | —EXPRESS SCRIPTS HLDG CO | 9,426 | $597.0M | 0.03% |