TREMBLANT CAPITAL GROUP Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$2.6T
Holdings
35
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TWTRUSDTWITTER INC | 4,650,142 | $206.9B | 7.83% | Call |
| 2 | SPOTSPOTIFY TECHNOLOGY S A | 714,841 | $173.4B | 6.56% | Call |
| 3 | SKAASKECHERS U S A INC | 5,730,975 | $173.2B | 6.55% | Call |
| 4 | FTCHQFARFETCH LTD | 6,381,050 | $160.5B | 6.07% | Call |
| 5 | QSRRESTAURANT BRANDS INTL INC | 2,177,938 | $125.3B | 4.74% | |
| 6 | FWONALIBERTY MEDIA CORP DEL | 3,387,907 | $122.9B | 4.65% | |
| 7 | DISDISNEY WALT CO | 973,983 | $120.9B | 4.57% | |
| 8 | PANWPALO ALTO NETWORKS INC | 443,351 | $108.5B | 4.10% | |
| 9 | MLCOMELCO RESORTS AND ENTMNT LTD | 6,187,599 | $103.0B | 3.90% | Call |
| 10 | CHTRCHARTER COMMUNICATIONS INC N | 164,091 | $102.4B | 3.87% | |
| 11 | QTWOQ2 HLDGS INC | 1,022,222 | $93.3B | 3.53% | |
| 12 | YUMCYUM CHINA HLDGS INC | 1,704,416 | $90.2B | 3.41% | |
| 13 | MDLZMONDELEZ INTL INC | 1,526,485 | $87.7B | 3.32% | |
| 14 | KDPKEURIG DR PEPPER INC | 2,876,045 | $79.4B | 3.00% | |
| 15 | WHWYNDHAM HOTELS & RESORTS INC | 1,464,640 | $74.0B | 2.80% | |
| 16 | FIVEFIVE BELOW INC | 581,954 | $73.9B | 2.80% | |
| 17 | PROPROS HOLDINGS INC | 2,291,737 | $73.2B | 2.77% | |
| 18 | VACMARRIOTT VACTINS WORLDWID CO | 802,047 | $72.8B | 2.75% | |
| 19 | SBACSBA COMMUNICATIONS CORP NEW | 214,897 | $68.4B | 2.59% | |
| 20 | HOUSREALOGY HLDGS CORP | 6,463,020 | $61.0B | 2.31% | |
| 21 | VRNSVARONIS SYS INC | 528,122 | $61.0B | 2.31% | |
| 22 | VRRMVERRA MOBILITY CORP | 5,692,365 | $55.0B | 2.08% | |
| 23 | SMARGBPSMARTSHEET INC | 925,011 | $45.7B | 1.73% | |
| 24 | PFPTPROOFPOINT INC | 426,787 | $45.0B | 1.70% | |
| 25 | RKTROCKET COS INC | 2,166,970 | $43.2B | 1.63% | |
| 26 | AMZNAMAZON COM INC | 13,359 | $42.1B | 1.59% | |
| 27 | WEXWEX INC | 302,078 | $42.0B | 1.59% | |
| 28 | RCLROYAL CARIBBEAN GROUP | 630,620 | $40.8B | 1.54% | Call |
| 29 | EATBRINKER INTL INC | 863,487 | $36.9B | 1.40% | |
| 30 | UBERUBER TECHNOLOGIES INC | 790,000 | $28.8B | 1.09% | Call |
| 31 | WYNEURWYNDHAM DESTINATIONS INC | 564,171 | $17.4B | 0.66% | |
| 32 | EPCEDGEWELL PERS CARE CO | 304,891 | $8.5B | 0.32% | |
| 33 | UAAUNDER ARMOUR INC | 394,900 | $4.4B | 0.17% | Put |
| 34 | PGPROCTER AND GAMBLE CO | 8,593 | $1.2B | 0.05% | |
| 35 | CHWYCHEWY INC | 19,016 | $1.0B | 0.04% |