Tremblant Capital Group as of Dec. 31, 2019
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 26 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Viacomcbs (PARA) | 11.4 | $229M | 5.5M | 41.97 | |
| Spotify Technology Sa (SPOT) | 8.0 | $161M | 1.1M | 149.55 | |
| Amazon (AMZN) | 7.1 | $144M | 78k | 1847.84 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 6.0 | $120M | 12M | 10.35 | |
| Mondelez Int (MDLZ) | 5.8 | $116M | 2.1M | 55.08 | |
| Melco Crown Entertainment (MLCO) | 5.4 | $108M | 4.5M | 24.17 | |
| Palo Alto Networks (PANW) | 5.1 | $103M | 445k | 231.25 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 4.9 | $98M | 1.5M | 63.77 | |
| Skechers USA (SKX) | 4.9 | $98M | 2.3M | 43.19 | |
| Realogy Hldgs (HOUS) | 4.8 | $96M | 9.9M | 9.68 | |
| Wyndham Hotels And Resorts (WH) | 4.4 | $88M | 1.4M | 62.81 | |
| Q2 Holdings (QTWO) | 4.3 | $86M | 1.1M | 81.08 | |
| 4.1 | $82M | 2.6M | 32.05 | ||
| Five9 (FIVN) | 3.9 | $78M | 1.2M | 65.58 | |
| Smartsheet (SMAR) | 3.3 | $66M | 1.5M | 44.92 | |
| Royal Caribbean Cruises (RCL) | 3.0 | $61M | 460k | 133.51 | |
| Proofpoint | 2.9 | $58M | 501k | 114.78 | |
| PROS Holdings (PRO) | 2.7 | $55M | 914k | 59.92 | |
| Varonis Sys (VRNS) | 2.2 | $45M | 574k | 77.71 | |
| Edgewell Pers Care (EPC) | 1.7 | $34M | 1.1M | 30.96 | |
| Procter & Gamble Company (PG) | 1.5 | $29M | 234k | 124.90 | |
| Yum China Holdings (YUMC) | 1.0 | $20M | 416k | 48.01 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.8 | $16M | 277k | 58.41 | |
| Michaels Cos Inc/the | 0.4 | $7.9M | 970k | 8.09 | |
| Five Below (FIVE) | 0.3 | $6.1M | 48k | 127.86 | |
| Line Corp- | 0.3 | $5.5M | 113k | 49.01 |
