Tremblant Capital

Latest statistics and disclosures from Tremblant Capital's latest quarterly 13F-HR filing:

Companies in the Tremblant Capital portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Facebook Inc cl a 7.59 786661 NEW 166.69
Twitter 6.19 3.25M +8% 32.88
Spotify Technology Sa 5.98 744365 +10% 138.80
CBS Corporation (CBS) 5.76 2.09M +11% 47.53
Progressive Corporation (PGR) 5.67 1.36M +23% 72.09
TransDigm Group Incorporated (TDG) 4.94 188088 -20% 453.99
Realogy Hldgs 4.83 7.32M -24% 11.40
Amazon (AMZN) 4.61 44756 -25% 1780.74
Palo Alto Networks 4.58 325652 -19% 242.88
Wyndham Hotels And Resorts Inc 4.16 1.44M +23% 49.99
Pagseguro Digital Ltd-cl A 3.94 2.28M -3% 29.85
Skechers USA (SKX) 3.80 1.96M -22% 33.61
Mondelez Int 3.57 1.23M +2% 49.92
Wyndham Worldwide Corporation (WYN) 3.29 1.41M +6% 40.49
Paypal Holdings 2.78 462005 -50% 103.84
Line Corp- 2.68 1.31M -9% 35.21
Proofpoint 2.66 378542 -49% 121.43
Melco Crown Entertainment (MPEL) 2.57 1.97M -22% 22.59
Avalara Inc 2.48 767084 NEW 55.79
Restaurant Brands Intl Inc Com equity / large cap 2.37 628683 +56% 65.11
Five9 2.27 743615 -8% 52.83
Target Corporation (TGT) 2.14 460263 +26% 80.26
Procter & Gamble Company (PG) 1.57 261104 -21% 104.05
Grubhub 1.33 331416 +68% 69.47
Q2 Holdings 1.32 329019 +146% 69.26
Kinder Morgan Inc. 1.19 1.03M -5% 20.01
Varonis Sys 0.98 283839 NEW 59.63
Blackline 0.85 318021 NEW 46.32
Marriott Vacations Wrldwde Cp 0.84 154317 -6% 93.50
Michaels Cos Inc/the 0.84 1.26M NEW 11.42
Red Hat (RHT) 0.61 57893 -32% 182.70
Hilton Grand Vacations 0.49 274948 -6% 30.85
Yum China Holdings 0.43 164030 NEW 44.91
Royal Caribbean Cruises Ltd. 0.36 55000 NEW 114.62
Norwegian Cruise Line Hldgs shs 0.34 105981 NEW 54.96

Past 13F-HR SEC Filings by Tremblant Capital

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