Tremblant Capital as of March 31, 2017
Portfolio Holdings for Tremblant Capital
Tremblant Capital holds 32 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Red Hat | 14.3 | $205M | 2.4M | 86.50 | |
| Realogy Hldgs (HOUS) | 8.6 | $124M | 4.1M | 29.79 | |
| Via | 8.5 | $123M | 2.6M | 46.62 | |
| Line Corp- | 5.8 | $83M | 2.2M | 38.46 | |
| Procter & Gamble Company (PG) | 4.9 | $71M | 786k | 89.85 | |
| Melco Crown Entertainment (MLCO) | 4.6 | $66M | 3.5M | 18.54 | |
| Tim Participacoes Sa- | 4.5 | $64M | 4.0M | 15.98 | |
| Mondelez Int (MDLZ) | 4.3 | $61M | 1.4M | 43.08 | |
| CBS Corporation | 3.8 | $55M | 791k | 69.36 | |
| Netflix (NFLX) | 3.6 | $51M | 348k | 147.81 | |
| TransDigm Group Incorporated (TDG) | 3.5 | $51M | 230k | 220.16 | |
| Amazon (AMZN) | 3.5 | $51M | 57k | 886.54 | |
| Alibaba Group Holding (BABA) | 3.4 | $49M | 453k | 107.83 | |
| Tile Shop Hldgs (TTSH) | 3.1 | $45M | 2.4M | 19.25 | |
| Palo Alto Networks (PANW) | 3.1 | $45M | 397k | 112.68 | |
| Colony Northstar | 2.9 | $42M | 3.3M | 12.91 | |
| Nimble Storage | 2.8 | $41M | 3.2M | 12.50 | |
| Wyndham Worldwide Corporation | 2.7 | $39M | 457k | 84.29 | |
| OSI Systems (OSIS) | 2.0 | $28M | 386k | 72.99 | |
| CIGNA Corporation | 1.9 | $28M | 189k | 146.49 | |
| Jd (JD) | 1.8 | $26M | 822k | 31.11 | |
| Allergan | 1.5 | $21M | 88k | 238.92 | |
| Proofpoint | 1.1 | $16M | 217k | 74.36 | |
| Universal Health Services (UHS) | 1.1 | $15M | 123k | 124.45 | |
| Ishares Inc etp (EWT) | 0.7 | $9.6M | 288k | 33.23 | |
| Anheuser-Busch InBev NV (BUD) | 0.6 | $8.4M | 77k | 109.76 | |
| Kate Spade & Co | 0.5 | $7.5M | 324k | 23.23 | |
| Bed Bath & Beyond | 0.5 | $6.7M | 170k | 39.46 | |
| Best Buy (BBY) | 0.4 | $5.5M | 112k | 49.15 | |
| Barnes & Noble | 0.1 | $905k | 98k | 9.25 | |
| Express Scripts Holding | 0.1 | $895k | 14k | 65.92 | |
| Kinder Morgan Inc/delaware Wts | 0.0 | $0 | 328k | 0.00 |
