Tremblant Capital Group as of March 31, 2019
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 35 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 7.6 | $131M | 787k | 166.69 | |
| 6.2 | $107M | 3.3M | 32.88 | ||
| Spotify Technology Sa (SPOT) | 6.0 | $103M | 744k | 138.80 | |
| CBS Corporation | 5.8 | $100M | 2.1M | 47.53 | |
| Progressive Corporation (PGR) | 5.7 | $98M | 1.4M | 72.09 | |
| TransDigm Group Incorporated (TDG) | 4.9 | $85M | 188k | 453.99 | |
| Realogy Hldgs (HOUS) | 4.8 | $84M | 7.3M | 11.40 | |
| Amazon (AMZN) | 4.6 | $80M | 45k | 1780.74 | |
| Palo Alto Networks (PANW) | 4.6 | $79M | 326k | 242.88 | |
| Wyndham Hotels And Resorts (WH) | 4.2 | $72M | 1.4M | 49.99 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 3.9 | $68M | 2.3M | 29.85 | |
| Skechers USA (SKX) | 3.8 | $66M | 2.0M | 33.61 | |
| Mondelez Int (MDLZ) | 3.6 | $62M | 1.2M | 49.92 | |
| Wyndham Worldwide Corporation | 3.3 | $57M | 1.4M | 40.49 | |
| Paypal Holdings (PYPL) | 2.8 | $48M | 462k | 103.84 | |
| Line Corp- | 2.7 | $46M | 1.3M | 35.21 | |
| Proofpoint | 2.7 | $46M | 379k | 121.43 | |
| Melco Crown Entertainment (MLCO) | 2.6 | $45M | 2.0M | 22.59 | |
| Avalara | 2.5 | $43M | 767k | 55.79 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 2.4 | $41M | 629k | 65.11 | |
| Five9 (FIVN) | 2.3 | $39M | 744k | 52.83 | |
| Target Corporation (TGT) | 2.1 | $37M | 460k | 80.26 | |
| Procter & Gamble Company (PG) | 1.6 | $27M | 261k | 104.05 | |
| Grubhub | 1.3 | $23M | 331k | 69.47 | |
| Q2 Holdings (QTWO) | 1.3 | $23M | 329k | 69.26 | |
| Kinder Morgan (KMI) | 1.2 | $21M | 1.0M | 20.01 | |
| Varonis Sys (VRNS) | 1.0 | $17M | 284k | 59.63 | |
| Blackline (BL) | 0.8 | $15M | 318k | 46.32 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.8 | $14M | 154k | 93.50 | |
| Michaels Cos Inc/the | 0.8 | $14M | 1.3M | 11.42 | |
| Red Hat | 0.6 | $11M | 58k | 182.70 | |
| Hilton Grand Vacations (HGV) | 0.5 | $8.5M | 275k | 30.85 | |
| Yum China Holdings (YUMC) | 0.4 | $7.4M | 164k | 44.91 | |
| Royal Caribbean Cruises (RCL) | 0.4 | $6.3M | 55k | 114.62 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.3 | $5.8M | 106k | 54.96 |
