Tremblant Capital

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

Companies in the Tremblant Capital portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Via (VIA.B) 9.40 +49% 3.92M 33.57
Realogy Hldgs 6.90 -28% 2.98M 32.45
Procter & Gamble Company (PG) 6.63 +35% 1.07M 87.15
Line Corp- 5.43 2.19M 34.78
Palo Alto Networks 5.35 +40% 559802 133.81
Amazon (AMZN) 5.26 +33% 76132 968.00
Red Hat (RHT) 5.24 -67% 767171 95.74
Mondelez Int 4.74 +7% 1.54M 43.19
CBS Corporation (CBS) 4.62 +28% 1.02M 63.78
Netflix (NFLX) 4.35 +17% 407684 149.41
Tim Participacoes Sa-adr spon 4.24 4.01M 14.80
TransDigm Group Incorporated (TDG) 3.92 -11% 204130 268.87
Alibaba Group Holding Ltd Spon 3.88 -14% 386103 140.90
Melco Crown Entertainment (MPEL) 3.68 -34% 2.30M 22.45
Macy's (M) 2.77 NEW 1.67M 23.24
Tile Shop Hldgs 2.75 -20% 1.86M 20.65
Wyndham Worldwide Corporation (WYN) 2.66 -18% 371482 100.41
Servicenow 2.37 NEW 313806 106.00
CIGNA Corporation (CI) 2.34 +3% 196017 167.39
Universal Health Services (UHS) 2.15 +100% 246495 122.08
Jd 2.13 -7% 762107 39.22
Allergan 1.65 +7% 95288 243.09
Anheuser-Busch InBev NV (BUD) 1.35 +123% 171625 110.36
Bed Bath & Beyond (BBBY) 1.34 +264% 616946 30.40
PowerShares QQQ Trust, Series 1 (QQQQ) 1.08 NEW 109500 137.64
Costco Wholesale Corporation (COST) 1.00 NEW 87400 159.93
Whole Foods Market (WFMI) 0.95 NEW 316600 42.11
iShares S&P; SmallCap 600 Index (IJR) 0.77 NEW 153900 70.11
Darden Restaurants (DRI) 0.49 NEW 75300 90.44
GameStop (GME) 0.46 NEW 300000 21.61
Express Scripts Holding 0.05 -22% 10544 63.83
Barnes & Noble (BKS) 0.04 -26% 72111 7.60

Past 13F-HR SEC Filings by Tremblant Capital

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