Tremblant Capital Group as of March 31, 2020
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 37 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 8.9 | $141M | 862k | 163.96 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 7.4 | $118M | 15M | 7.90 | |
| Amazon (AMZN) | 7.2 | $115M | 59k | 1949.71 | |
| Skechers USA (SKX) | 6.8 | $107M | 4.5M | 23.74 | |
| Spotify Technology Sa (SPOT) | 5.0 | $79M | 649k | 121.44 | |
| Mondelez Int (MDLZ) | 4.8 | $76M | 1.5M | 50.08 | |
| 4.8 | $76M | 3.1M | 24.56 | ||
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 4.5 | $72M | 1.8M | 40.03 | |
| PROS Holdings (PRO) | 4.2 | $67M | 2.2M | 31.03 | |
| Q2 Holdings (QTWO) | 4.0 | $64M | 1.1M | 59.06 | |
| Cyrusone | 3.9 | $61M | 994k | 61.75 | |
| Melco Crown Entertainment (MLCO) | 3.4 | $54M | 4.3M | 12.40 | |
| Fox Corp (FOXA) | 3.0 | $48M | 2.0M | 23.63 | |
| Varonis Sys (VRNS) | 2.9 | $46M | 726k | 63.67 | |
| Smartsheet (SMAR) | 2.8 | $44M | 1.1M | 41.51 | |
| Procter & Gamble Company (PG) | 2.5 | $40M | 368k | 110.00 | |
| Sba Communications Corp (SBAC) | 2.5 | $39M | 146k | 269.97 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.5 | $39M | 90k | 436.31 | |
| Edgewell Pers Care (EPC) | 2.4 | $38M | 1.6M | 24.08 | |
| Proofpoint | 2.4 | $37M | 364k | 102.59 | |
| Yum China Holdings (YUMC) | 2.3 | $36M | 842k | 42.63 | |
| Wyndham Hotels And Resorts (WH) | 2.2 | $35M | 1.1M | 31.51 | |
| Walt Disney Company (DIS) | 2.2 | $35M | 357k | 96.60 | |
| Booking Holdings (BKNG) | 2.1 | $33M | 24k | 1345.33 | |
| Ceridian Hcm Hldg (DAY) | 0.9 | $15M | 299k | 50.07 | |
| Five Below (FIVE) | 0.9 | $15M | 207k | 70.38 | |
| Wingstop (WING) | 0.9 | $14M | 177k | 79.70 | |
| Keurig Dr Pepper (KDP) | 0.6 | $9.8M | 406k | 24.27 | |
| Realogy Hldgs (HOUS) | 0.6 | $8.9M | 2.9M | 3.01 | |
| Chewy Inc cl a (CHWY) | 0.4 | $7.0M | 188k | 37.49 | |
| Starbucks Corporation (SBUX) | 0.3 | $5.1M | 77k | 65.74 | |
| Dunkin' Brands Group | 0.2 | $3.9M | 73k | 53.10 | |
| Royal Caribbean Cruises (RCL) | 0.2 | $3.5M | 108k | 32.17 | |
| Uber Technologies (UBER) | 0.1 | $2.1M | 77k | 27.92 | |
| Michaels Cos Inc/the | 0.1 | $1.9M | 1.2M | 1.62 | |
| Wayfair (W) | 0.1 | $859k | 16k | 53.46 | |
| Harley-Davidson (HOG) | 0.0 | $619k | 33k | 18.93 |
