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 |
