TREMBLANT CAPITAL GROUP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$885.7T
Holdings
37
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 412,322 | $62.6M | 0.00% | Call |
| 2 | UBERUBER TECHNOLOGIES INC | 960,589 | $59.1M | 0.00% | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 301,637 | $56.7M | 0.00% | |
| 4 | TKOTKO GROUP HOLDINGS INC | 578,763 | $47.2M | 0.00% | |
| 5 | CHTRCHARTER COMMUNICATIONS INC N | 110,838 | $43.1M | 0.00% | |
| 6 | GRABGRAB HOLDINGS LIMITED | 12,664,010 | $42.7M | 0.00% | |
| 7 | FIVNFIVE9 INC | 541,506 | $42.6M | 0.00% | |
| 8 | QTWOQ2 HLDGS INC | 974,692 | $42.3M | 0.00% | |
| 9 | DASHDOORDASH INC | 406,004 | $40.1M | 0.00% | |
| 10 | KDPKEURIG DR PEPPER INC | 1,178,146 | $39.3M | 0.00% | |
| 11 | PANWPALO ALTO NETWORKS INC | 129,860 | $38.3M | 0.00% | |
| 12 | WHWYNDHAM HOTELS & RESORTS INC | 464,060 | $37.3M | 0.00% | |
| 13 | DKNGDRAFTKINGS INC NEW | 995,036 | $35.1M | 0.00% | |
| 14 | APDAIR PRODS & CHEMS INC | 123,032 | $33.7M | 0.00% | |
| 15 | SMARGBPSMARTSHEET INC | 699,151 | $33.4M | 0.00% | |
| 16 | BLMNBLOOMIN BRANDS INC | 1,175,148 | $33.1M | 0.00% | |
| 17 | WABWABTEC | 239,089 | $30.3M | 0.00% | |
| 18 | FIVEFIVE BELOW INC | 139,787 | $29.8M | 0.00% | |
| 19 | VRNSVARONIS SYS INC | 627,128 | $28.4M | 0.00% | |
| 20 | METAMETA PLATFORMS INC | 74,878 | $26.5M | 0.00% | |
| 21 | AVDXAVIDXCHANGE HOLDINGS INC | 1,887,034 | $23.4M | 0.00% | |
| 22 | YUMCYUM CHINA HLDGS INC | 535,030 | $22.7M | 0.00% | |
| 23 | DISDISNEY WALT CO | 171,956 | $15.5M | 0.00% | |
| 24 | TNLTRAVEL PLUS LEISURE CO | 262,154 | $10.2M | 0.00% | |
| 25 | SKAASKECHERS U S A INC | 71,673 | $4.5M | 0.00% | |
| 26 | CPNGCOUPANG INC | 57,973 | $938K | 0.00% | |
| 27 | PGPROCTER AND GAMBLE CO | 5,832 | $854K | 0.00% | |
| 28 | MSFTMICROSOFT CORP | 2,187 | $822K | 0.00% | |
| 29 | RYROYAL BK CDA | 7,817 | $790K | 0.00% | |
| 30 | GOOGLALPHABET INC | 5,347 | $746K | 0.00% | |
| 31 | PGRPROGRESSIVE CORP | 4,320 | $688K | 0.00% | |
| 32 | EVREVERCORE INC | 3,602 | $616K | 0.00% | |
| 33 | MAMASTERCARD INCORPORATED | 1,284 | $547K | 0.00% | |
| 34 | VVISA INC | 2,071 | $539K | 0.00% | |
| 35 | ELLAUDER ESTEE COS INC | 2,775 | $405K | 0.00% | |
| 36 | GOOSCANADA GOOSE HLDGS INC | 31,922 | $378K | 0.00% | |
| 37 | PYPLPAYPAL HLDGS INC | 6,151 | $377K | 0.00% |