TREMBLANT CAPITAL GROUP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$2.8T
Holdings
31
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMUST-MOBILE US INC | 1,470,927 | $170.6B | 6.12% | |
| 2 | SPOTSPOTIFY TECHNOLOGY S A | 682,377 | $159.7B | 5.73% | |
| 3 | SKAASKECHERS U S A INC | 3,503,195 | $152.0B | 5.45% | Call |
| 4 | KDPKEURIG DR PEPPER INC | 4,103,136 | $151.2B | 5.42% | Call |
| 5 | FTCHQFARFETCH LTD | 3,835,414 | $128.2B | 4.60% | |
| 6 | DISDISNEY WALT CO | 822,627 | $127.4B | 4.57% | |
| 7 | FWONALIBERTY MEDIA CORP DEL | 1,958,061 | $123.8B | 4.44% | |
| 8 | QTWOQ2 HLDGS INC | 1,557,513 | $123.7B | 4.44% | |
| 9 | VACMARRIOTT VACATIONS WORLDWIDE | 730,943 | $123.5B | 4.43% | |
| 10 | DASHDOORDASH INC | 809,500 | $120.5B | 4.32% | |
| 11 | UBERUBER TECHNOLOGIES INC | 2,785,968 | $116.8B | 4.19% | |
| 12 | ZEN1EURZENDESK INC | 1,105,246 | $115.3B | 4.13% | |
| 13 | SBACSBA COMMUNICATIONS CORP NEW | 289,038 | $112.4B | 4.03% | |
| 14 | SMARGBPSMARTSHEET INC | 1,441,589 | $111.7B | 4.00% | |
| 15 | FIVNFIVE9 INC | 790,640 | $108.6B | 3.89% | |
| 16 | FIVEFIVE BELOW INC | 523,345 | $108.3B | 3.88% | |
| 17 | VRNSVARONIS SYS INC | 1,851,619 | $90.3B | 3.24% | |
| 18 | WHWYNDHAM HOTELS & RESORTS INC | 954,537 | $85.6B | 3.07% | |
| 19 | AMZNAMAZON COM INC | 24,461 | $81.6B | 2.92% | |
| 20 | BLMNBLOOMIN BRANDS INC | 3,611,417 | $75.8B | 2.72% | |
| 21 | PINGUSDPING IDENTITY HLDG CORP | 3,284,460 | $75.1B | 2.69% | |
| 22 | PROPROS HOLDINGS INC | 1,769,400 | $61.0B | 2.19% | |
| 23 | CHTRCHARTER COMMUNICATIONS INC N | 88,283 | $57.6B | 2.06% | |
| 24 | EATBRINKER INTL INC | 1,250,826 | $45.8B | 1.64% | |
| 25 | YUMCYUM CHINA HLDGS INC | 855,320 | $42.6B | 1.53% | |
| 26 | —LESLIES INC | 1,763,160 | $41.7B | 1.50% | |
| 27 | PANWPALO ALTO NETWORKS INC | 62,249 | $34.7B | 1.24% | |
| 28 | —CARLOTZ INC | 7,204,828 | $16.4B | 0.59% | |
| 29 | QSRRESTAURANT BRANDS INTL INC | 257,954 | $15.7B | 0.56% | |
| 30 | PTONPELOTON INTERACTIVE INC | 273,348 | $9.8B | 0.35% | |
| 31 | COOKTRAEGER INC | 129,558 | $1.6B | 0.06% |