TREMBLANT CAPITAL GROUP Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$3.2T
Holdings
39
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZEN1EURZENDESK INC | 1,531,124 | $178.2B | 5.64% | Call |
| 2 | UBERUBER TECHNOLOGIES INC | 3,811,031 | $170.7B | 5.41% | Call |
| 3 | SKAASKECHERS U S A INC | 3,797,053 | $159.9B | 5.06% | Call |
| 4 | TMUST-MOBILE US INC | 1,163,154 | $148.6B | 4.71% | |
| 5 | SPOTSPOTIFY TECHNOLOGY S A | 625,678 | $141.0B | 4.46% | |
| 6 | DASHDOORDASH INC | 657,939 | $135.5B | 4.29% | |
| 7 | FTCHQFARFETCH LTD | 3,586,628 | $134.4B | 4.26% | |
| 8 | FWONALIBERTY MEDIA CORP DEL | 2,493,649 | $128.2B | 4.06% | |
| 9 | PANWPALO ALTO NETWORKS INC | 256,234 | $122.7B | 3.89% | |
| 10 | AMZNAMAZON COM INC | 36,877 | $121.1B | 3.84% | |
| 11 | SBACSBA COMMUNICATIONS CORP NEW | 357,635 | $118.2B | 3.74% | |
| 12 | JWNUSDNORDSTROM INC | 4,449,517 | $117.7B | 3.73% | |
| 13 | KDPKEURIG DR PEPPER INC | 3,438,891 | $117.5B | 3.72% | Call |
| 14 | TWTRUSDTWITTER INC | 1,875,921 | $113.3B | 3.59% | |
| 15 | VACMARRIOTT VACATIONS WORLDWIDE | 708,418 | $111.5B | 3.53% | |
| 16 | WHWYNDHAM HOTELS & RESORTS INC | 1,129,636 | $87.2B | 2.76% | |
| 17 | SMARGBPSMARTSHEET INC | 1,259,723 | $86.7B | 2.75% | |
| 18 | CHTRCHARTER COMMUNICATIONS INC N | 116,044 | $84.4B | 2.67% | |
| 19 | PINGUSDPING IDENTITY HLDG CORP | 3,257,801 | $80.0B | 2.53% | |
| 20 | FIVEFIVE BELOW INC | 443,064 | $78.3B | 2.48% | |
| 21 | VRNSVARONIS SYS INC | 1,233,074 | $75.0B | 2.38% | |
| 22 | BLMNBLOOMIN BRANDS INC | 2,916,881 | $72.9B | 2.31% | |
| 23 | EATBRINKER INTL INC | 1,430,903 | $70.2B | 2.22% | |
| 24 | FIVNFIVE9 INC | 410,977 | $65.6B | 2.08% | |
| 25 | PROPROS HOLDINGS INC | 1,772,930 | $62.9B | 1.99% | |
| 26 | QTWOQ2 HLDGS INC | 768,082 | $61.6B | 1.95% | |
| 27 | WINGWINGSTOP INC | 315,686 | $51.8B | 1.64% | |
| 28 | YUMCYUM CHINA HLDGS INC | 876,375 | $50.9B | 1.61% | |
| 29 | DISDISNEY WALT CO | 243,037 | $41.1B | 1.30% | |
| 30 | CHWYCHEWY INC | 475,072 | $32.4B | 1.02% | |
| 31 | —LESLIES INC | 1,313,464 | $27.0B | 0.85% | |
| 32 | —CARLOTZ INC | 6,899,773 | $26.3B | 0.83% | |
| 33 | COINCOINBASE GLOBAL INC | 100,000 | $22.7B | 0.72% | Put |
| 34 | VRRMVERRA MOBILITY CORP | 1,032,471 | $15.6B | 0.49% | |
| 35 | COOKTRAEGER INC | 654,194 | $13.7B | 0.43% | |
| 36 | QSRRESTAURANT BRANDS INTL INC | 211,858 | $13.0B | 0.41% | |
| 37 | EPCEDGEWELL PERS CARE CO | 262,300 | $9.5B | 0.30% | Call |
| 38 | MDLZMONDELEZ INTL INC | 148,039 | $8.6B | 0.27% | |
| 39 | RCLROYAL CARIBBEAN GROUP | 22,600 | $2.0B | 0.06% | Call |