Tremblant Capital Group

Tremblant Capital as of Dec. 31, 2016

Portfolio Holdings for Tremblant Capital

Tremblant Capital holds 31 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Procter & Gamble Company (PG) 14.8 $234M 2.8M 84.08
Realogy Hldgs (HOUS) 9.2 $146M 5.7M 25.73
CBS Corporation 6.2 $97M 1.5M 63.62
Wyndham Worldwide Corporation 5.4 $86M 1.1M 76.37
Palo Alto Networks (PANW) 5.4 $85M 683k 125.05
Red Hat 5.2 $81M 1.2M 69.70
Melco Crown Entertainment (MLCO) 4.8 $76M 4.8M 15.90
Colony Financial 4.3 $68M 3.4M 20.25
Line Corp- 3.9 $61M 1.8M 34.01
Via 3.7 $59M 1.7M 35.10
Tim Participacoes Sa- 3.5 $55M 4.7M 11.80
Mondelez Int (MDLZ) 3.5 $55M 1.2M 44.33
Tile Shop Hldgs (TTSH) 3.2 $50M 2.6M 19.55
Amazon (AMZN) 2.9 $46M 62k 749.87
Alibaba Group Holding (BABA) 2.9 $46M 527k 87.81
Cyrusone 2.9 $45M 1.0M 44.73
Nimble Storage 2.7 $42M 5.3M 7.92
TransDigm Group Incorporated (TDG) 2.2 $35M 140k 248.96
Tesla Motors (TSLA) 2.1 $34M 157k 213.69
Bed Bath & Beyond 1.7 $27M 664k 40.63
CIGNA Corporation 1.6 $26M 192k 133.39
Jd (JD) 1.4 $22M 852k 25.44
OSI Systems (OSIS) 1.4 $21M 281k 76.12
Carnival Corporation (CCL) 1.2 $18M 352k 52.06
Dunkin' Brands Group 1.1 $17M 332k 52.44
Allergan 1.1 $17M 79k 210.01
Commscope Hldg (COMM) 0.9 $14M 370k 37.20
Ishares Inc etp (EWT) 0.5 $8.0M 273k 29.37
Barnes & Noble 0.1 $1.8M 165k 11.15
Express Scripts Holding 0.1 $1.5M 21k 68.79
Kinder Morgan Inc/delaware Wts 0.0 $3.3k 332k 0.01