TREMBLANT CAPITAL GROUP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$1.6T
Holdings
32
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMUST-MOBILE US INC | 865,939 | $116.2B | 7.05% | |
| 2 | AMZNAMAZON COM INC | 841,483 | $95.1B | 5.77% | Call |
| 3 | UBERUBER TECHNOLOGIES INC | 3,573,910 | $94.7B | 5.75% | Call |
| 4 | VRNSVARONIS SYS INC | 3,185,723 | $84.5B | 5.13% | |
| 5 | PANWPALO ALTO NETWORKS INC | 476,001 | $78.0B | 4.73% | |
| 6 | FWONALIBERTY MEDIA CORP DEL | 1,239,390 | $72.5B | 4.40% | |
| 7 | GRABGRAB HOLDINGS LIMITED | 27,192,608 | $71.5B | 4.34% | |
| 8 | FIVEFIVE BELOW INC | 515,079 | $70.9B | 4.30% | |
| 9 | SPOTSPOTIFY TECHNOLOGY S A | 790,113 | $68.2B | 4.14% | |
| 10 | KDPKEURIG DR PEPPER INC | 1,853,567 | $66.4B | 4.03% | |
| 11 | PINGUSDPING IDENTITY HLDG CORP | 2,334,695 | $65.5B | 3.98% | Call |
| 12 | FOURSHIFT4 PMTS INC | 1,421,792 | $63.4B | 3.85% | |
| 13 | SMARGBPSMARTSHEET INC | 1,770,086 | $60.8B | 3.69% | |
| 14 | FIVNFIVE9 INC | 792,486 | $59.4B | 3.61% | |
| 15 | FTCHQFARFETCH LTD | 7,952,022 | $59.2B | 3.60% | |
| 16 | DASHDOORDASH INC | 1,149,641 | $56.9B | 3.45% | |
| 17 | VACMARRIOTT VACATIONS WORLDWIDE | 462,162 | $56.3B | 3.42% | |
| 18 | QTWOQ2 HLDGS INC | 1,664,590 | $53.6B | 3.25% | |
| 19 | CHTRCHARTER COMMUNICATIONS INC N | 172,200 | $52.2B | 3.17% | |
| 20 | WINGWINGSTOP INC | 397,584 | $49.9B | 3.03% | |
| 21 | BLMNBLOOMIN BRANDS INC | 2,694,492 | $49.4B | 3.00% | |
| 22 | SKAASKECHERS U S A INC | 1,541,778 | $48.9B | 2.97% | |
| 23 | SBACSBA COMMUNICATIONS CORP NEW | 153,866 | $43.8B | 2.66% | |
| 24 | WHWYNDHAM HOTELS & RESORTS INC | 695,562 | $42.7B | 2.59% | |
| 25 | PROPROS HOLDINGS INC | 756,461 | $18.7B | 1.13% | |
| 26 | OLPXOLAPLEX HLDGS INC | 1,903,740 | $18.2B | 1.10% | |
| 27 | CARGCARGURUS INC | 1,064,472 | $15.1B | 0.92% | |
| 28 | APDAIR PRODS & CHEMS INC | 59,223 | $13.8B | 0.84% | |
| 29 | CAKECHEESECAKE FACTORY INC | 35,600 | $1.0B | 0.06% | Call |
| 30 | PGPROCTER AND GAMBLE CO | 3,378 | $426.0M | 0.03% | |
| 31 | PGRPROGRESSIVE CORP | 1,808 | $210.0M | 0.01% | |
| 32 | RYROYAL BK CDA | 2,254 | $203.0M | 0.01% |