Tremblant Capital Group as of Sept. 30, 2017
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 32 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Procter & Gamble Company (PG) | 30.2 | $682M | 7.5M | 90.98 | |
| Red Hat | 6.2 | $140M | 1.3M | 110.86 | |
| Amazon (AMZN) | 5.7 | $129M | 135k | 961.34 | |
| Palo Alto Networks (PANW) | 5.7 | $129M | 893k | 144.10 | |
| Via | 5.6 | $126M | 4.5M | 27.84 | |
| Realogy Hldgs (HOUS) | 4.2 | $95M | 2.9M | 32.95 | |
| Line Corp- | 4.2 | $94M | 2.6M | 36.20 | |
| Tim Participacoes Sa- | 3.7 | $84M | 4.6M | 18.28 | |
| Mondelez Int (MDLZ) | 3.2 | $73M | 1.8M | 40.66 | |
| Melco Crown Entertainment (MLCO) | 3.2 | $73M | 3.0M | 24.12 | |
| CBS Corporation | 3.0 | $68M | 1.2M | 58.00 | |
| Alibaba Group Holding (BABA) | 2.8 | $63M | 365k | 172.71 | |
| Servicenow (NOW) | 2.3 | $51M | 436k | 117.53 | |
| Wyndham Worldwide Corporation | 2.0 | $46M | 440k | 105.41 | |
| TransDigm Group Incorporated (TDG) | 1.9 | $42M | 165k | 255.65 | |
| CIGNA Corporation | 1.8 | $41M | 221k | 186.94 | |
| Netflix (NFLX) | 1.7 | $39M | 213k | 181.35 | |
| Expedia (EXPE) | 1.6 | $37M | 258k | 143.94 | |
| Jd (JD) | 1.6 | $36M | 934k | 38.20 | |
| Universal Health Services (UHS) | 1.4 | $33M | 295k | 110.94 | |
| Macy's (M) | 1.2 | $27M | 1.2M | 21.82 | |
| Anheuser-Busch InBev NV (BUD) | 1.1 | $25M | 208k | 119.30 | |
| Tesla Motors (TSLA) | 1.0 | $23M | 69k | 341.11 | |
| Tile Shop Hldgs (TTSH) | 0.9 | $21M | 1.7M | 12.70 | |
| Five9 (FIVN) | 0.9 | $20M | 818k | 23.90 | |
| Allergan | 0.8 | $19M | 94k | 204.95 | |
| Deckers Outdoor Corporation (DECK) | 0.8 | $19M | 272k | 68.41 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.5 | $11M | 146k | 74.22 | |
| Costco Wholesale Corporation (COST) | 0.4 | $8.3M | 51k | 164.30 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $2.3M | 7.4k | 307.84 | |
| American Eagle Outfitters (AEO) | 0.1 | $1.3M | 91k | 14.30 | |
| Express Scripts Holding | 0.0 | $597k | 9.4k | 63.34 |
