Tremblant Capital Group

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