TREMBLANT CAPITAL GROUP Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$2.0T
Holdings
26
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 0VVBVIACOMCBS INC | 5,452,472 | $228.8B | 11.39% | Call |
| 2 | SPOTSPOTIFY TECHNOLOGY S A | 1,075,689 | $160.9B | 8.01% | |
| 3 | AMZNAMAZON COM INC | 77,640 | $143.5B | 7.14% | |
| 4 | FTCHQFARFETCH LTD | 11,550,374 | $119.5B | 5.95% | |
| 5 | MDLZMONDELEZ INTL INC | 2,100,852 | $115.7B | 5.76% | Call |
| 6 | MLCOMELCO RESORTS AND ENTMT LTD | 4,452,332 | $107.6B | 5.36% | Call |
| 7 | PANWPALO ALTO NETWORKS INC | 445,414 | $103.0B | 5.13% | |
| 8 | QSRRESTAURANT BRANDS INTL INC | 1,543,656 | $98.4B | 4.90% | |
| 9 | SKAASKECHERS U S A INC | 2,275,205 | $98.3B | 4.89% | |
| 10 | HOUSREALOGY HLDGS CORP | 9,906,624 | $95.9B | 4.77% | Call |
| 11 | WHWYNDHAM HOTELS & RESORTS INC | 1,406,467 | $88.3B | 4.40% | |
| 12 | QTWOQ2 HLDGS INC | 1,063,545 | $86.2B | 4.29% | |
| 13 | TWTRUSDTWITTER INC | 2,561,428 | $82.1B | 4.09% | |
| 14 | FIVNFIVE9 INC | 1,185,029 | $77.7B | 3.87% | |
| 15 | SMARGBPSMARTSHEET INC | 1,461,662 | $65.7B | 3.27% | |
| 16 | RCLROYAL CARIBBEAN CRUISES LTD | 459,459 | $61.3B | 3.05% | |
| 17 | PFPTPROOFPOINT INC | 500,690 | $57.5B | 2.86% | |
| 18 | PROPROS HOLDINGS INC | 914,041 | $54.8B | 2.73% | |
| 19 | VRNSVARONIS SYS INC | 573,994 | $44.6B | 2.22% | |
| 20 | EPCEDGEWELL PERS CARE CO | 1,105,214 | $34.2B | 1.70% | |
| 21 | PGPROCTER & GAMBLE CO | 234,180 | $29.2B | 1.46% | |
| 22 | YUMCYUM CHINA HLDGS INC | 415,821 | $20.0B | 0.99% | |
| 23 | NCLHNORWEGIAN CRUISE LINE HLDG L | 276,885 | $16.2B | 0.81% | |
| 24 | MIKUSDMICHAELS COS INC | 970,434 | $7.9B | 0.39% | Call |
| 25 | FIVEFIVE BELOW INC | 47,583 | $6.1B | 0.30% | |
| 26 | —LINE CORP | 112,626 | $5.5B | 0.27% |