Tremblant Capital Group

Tremblant Capital Group as of Dec. 31, 2018

Portfolio Holdings for Tremblant Capital Group

Tremblant Capital Group holds 38 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Realogy Hldgs (HOUS) 9.6 $142M 9.7M 14.68
Amazon (AMZN) 6.1 $91M 60k 1501.97
Twitter 5.8 $86M 3.0M 28.74
CBS Corporation 5.6 $82M 1.9M 43.72
TransDigm Group Incorporated (TDG) 5.4 $80M 236k 340.06
Paypal Holdings (PYPL) 5.4 $79M 942k 84.09
Palo Alto Networks (PANW) 5.2 $76M 406k 188.35
Spotify Technology Sa (SPOT) 5.2 $77M 674k 113.51
Progressive Corporation (PGR) 4.5 $66M 1.1M 60.33
Proofpoint 4.2 $63M 746k 83.81
Skechers USA (SKX) 3.9 $58M 2.5M 22.89
Wyndham Hotels And Resorts (WH) 3.6 $53M 1.2M 45.37
Line Corp- 3.4 $50M 1.5M 34.11
Mondelez Int (MDLZ) 3.3 $48M 1.2M 40.03
Wyndham Worldwide Corporation 3.2 $48M 1.3M 35.84
Melco Crown Entertainment (MLCO) 3.0 $45M 2.5M 17.62
Pagseguro Digital Ltd-cl A (PAGS) 3.0 $44M 2.4M 18.73
Servicenow (NOW) 3.0 $44M 247k 178.05
Five9 (FIVN) 2.4 $35M 810k 43.72
Ellie Mae 2.2 $32M 516k 62.83
Procter & Gamble Company (PG) 2.1 $31M 334k 91.92
Target Corporation (TGT) 1.6 $24M 365k 66.09
Restaurant Brands Intl Inc Com equity / large cap (QSR) 1.4 $21M 402k 52.30
Kinder Morgan (KMI) 1.1 $17M 1.1M 15.38
Red Hat 1.0 $15M 86k 175.64
Grubhub 1.0 $15M 197k 76.81
Marriott Vacations Wrldwde Cp (VAC) 0.8 $12M 164k 70.51
Costco Wholesale Corporation (COST) 0.7 $9.8M 48k 203.71
Liberty Interactive Corp (QRTEA) 0.7 $9.6M 490k 19.52
Hilton Grand Vacations (HGV) 0.5 $7.7M 294k 26.39
Q2 Holdings (QTWO) 0.5 $6.6M 133k 49.55
Tim Participacoes Sa- 0.3 $4.1M 267k 15.34
Microsoft Corporation (MSFT) 0.1 $2.0M 20k 101.57
salesforce (CRM) 0.1 $1.1M 8.2k 136.95
Adobe Systems Incorporated (ADBE) 0.1 $995k 4.4k 226.14
Kroger (KR) 0.1 $1.1M 39k 27.51
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $518k 2.1k 245.03
Tesla Motors (TSLA) 0.0 $632k 1.9k 332.63