TREMBLANT CAPITAL GROUP Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$1.7T
Holdings
34
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 67,574 | $117.3B | 6.74% | |
| 2 | SPOTSPOTIFY TECHNOLOGY S A | 1,009,007 | $115.0B | 6.61% | |
| 3 | SKAASKECHERS U S A INC | 2,630,744 | $98.3B | 5.65% | |
| 4 | TWTRUSDTWITTER INC | 2,382,912 | $98.2B | 5.64% | |
| 5 | —CBS CORP NEW | 2,379,570 | $96.1B | 5.52% | Call |
| 6 | WHWYNDHAM HOTELS & RESORTS INC | 1,662,394 | $86.0B | 4.94% | |
| 7 | PANWPALO ALTO NETWORKS INC | 416,223 | $84.8B | 4.88% | |
| 8 | QSRRESTAURANT BRANDS INTL INC | 1,070,118 | $76.1B | 4.38% | |
| 9 | WYNEURWYNDHAM DESTINATIONS INC | 1,604,434 | $73.8B | 4.24% | |
| 10 | MDLZMONDELEZ INTL INC | 1,291,728 | $71.5B | 4.11% | Call |
| 11 | PFPTPROOFPOINT INC | 511,876 | $66.1B | 3.80% | |
| 12 | HOUSREALOGY HLDGS CORP | 9,770,905 | $65.3B | 3.75% | Call |
| 13 | NOWSERVICENOW INC | 250,842 | $63.7B | 3.66% | |
| 14 | VIABVIACOM INC NEW | 2,381,926 | $57.2B | 3.29% | |
| 15 | MLCOMELCO RESORTS AND ENTMT LTD | 2,928,295 | $56.8B | 3.27% | |
| 16 | FIVNFIVE9 INC | 1,003,332 | $53.9B | 3.10% | |
| 17 | —LINE CORP | 1,452,494 | $52.2B | 3.00% | |
| 18 | QTWOQ2 HLDGS INC | 576,033 | $45.4B | 2.61% | |
| 19 | —GRUBHUB INC | 784,463 | $44.1B | 2.53% | |
| 20 | RCLROYAL CARIBBEAN CRUISES LTD | 350,229 | $37.9B | 2.18% | |
| 21 | CDKCDK GLOBAL INC | 780,844 | $37.6B | 2.16% | |
| 22 | VRNSVARONIS SYS INC | 545,693 | $32.6B | 1.88% | |
| 23 | NCLHNORWEGIAN CRUISE LINE HLDG L | 618,315 | $32.0B | 1.84% | |
| 24 | PGPROCTER & GAMBLE CO | 214,945 | $26.7B | 1.54% | |
| 25 | MIKUSDMICHAELS COS INC | 2,189,774 | $21.4B | 1.23% | Call |
| 26 | SMARGBPSMARTSHEET INC | 580,027 | $20.9B | 1.20% | |
| 27 | VACMARRIOTT VACTINS WORLDWID CO | 168,550 | $17.5B | 1.00% | |
| 28 | YUMCYUM CHINA HLDGS INC | 364,520 | $16.6B | 0.95% | |
| 29 | EPCEDGEWELL PERS CARE CO | 476,514 | $15.5B | 0.89% | |
| 30 | PROPROS HOLDINGS INC | 248,780 | $14.8B | 0.85% | |
| 31 | DYHTARGET CORP | 129,490 | $13.8B | 0.80% | |
| 32 | HGVHILTON GRAND VACATIONS INC | 396,203 | $12.7B | 0.73% | |
| 33 | T7DTRANSDIGM GROUP INC | 23,273 | $12.1B | 0.70% | |
| 34 | WWAYFAIR INC | 50,000 | $5.6B | 0.32% | Call |