Tremblant Capital Group as of Dec. 31, 2017
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 34 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Procter & Gamble Company (PG) | 15.4 | $319M | 3.5M | 91.88 | |
| Via | 6.7 | $139M | 4.5M | 30.81 | |
| Mondelez Int (MDLZ) | 6.7 | $139M | 3.2M | 42.80 | |
| Financial Select Sector SPDR (XLF) | 6.0 | $125M | 4.5M | 27.91 | |
| Palo Alto Networks (PANW) | 5.9 | $123M | 849k | 144.94 | |
| Realogy Hldgs (HOUS) | 5.0 | $105M | 3.9M | 26.50 | |
| Amazon (AMZN) | 4.8 | $100M | 86k | 1169.47 | |
| Line Corp- | 4.8 | $99M | 2.4M | 40.99 | |
| Red Hat | 4.4 | $91M | 755k | 120.10 | |
| Melco Crown Entertainment (MLCO) | 4.3 | $89M | 3.1M | 29.04 | |
| CBS Corporation | 3.8 | $78M | 1.3M | 59.00 | |
| Tim Participacoes Sa- | 3.7 | $77M | 4.0M | 19.31 | |
| Alibaba Group Holding (BABA) | 3.1 | $65M | 378k | 172.43 | |
| Servicenow (NOW) | 2.7 | $56M | 431k | 130.39 | |
| Target Corporation (TGT) | 2.6 | $54M | 822k | 65.25 | |
| Wyndham Worldwide Corporation | 2.3 | $48M | 410k | 115.87 | |
| CIGNA Corporation | 2.2 | $47M | 230k | 203.09 | |
| Anheuser-Busch InBev NV (BUD) | 2.1 | $43M | 385k | 111.56 | |
| TransDigm Group Incorporated (TDG) | 2.0 | $41M | 150k | 274.62 | |
| Netflix (NFLX) | 1.7 | $35M | 183k | 191.96 | |
| Universal Health Services (UHS) | 1.6 | $32M | 285k | 113.35 | |
| Deckers Outdoor Corporation (DECK) | 1.4 | $30M | 374k | 80.25 | |
| Five9 (FIVN) | 1.4 | $28M | 1.1M | 24.88 | |
| iShares S&P SmallCap 600 Index (IJR) | 1.2 | $25M | 325k | 76.81 | |
| Jd (JD) | 0.9 | $19M | 449k | 41.42 | |
| Darden Restaurants (DRI) | 0.7 | $14M | 147k | 96.02 | |
| Bed Bath & Beyond | 0.5 | $11M | 512k | 21.99 | |
| Tesla Motors (TSLA) | 0.5 | $9.8M | 32k | 311.36 | |
| Tile Shop Hldgs (TTSH) | 0.4 | $8.2M | 856k | 9.60 | |
| PowerShares QQQ Trust, Series 1 | 0.3 | $7.0M | 45k | 155.76 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $6.1M | 35k | 175.23 | |
| Ellie Mae | 0.2 | $4.5M | 51k | 89.39 | |
| Macy's (M) | 0.1 | $2.8M | 111k | 25.19 | |
| Express Scripts Holding | 0.0 | $531k | 7.1k | 74.58 |
