Tremblant Capital Group as of Dec. 31, 2021
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 31 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 6.1 | $171M | 1.5M | 115.98 | |
| Spotify Technology S A SHS (SPOT) | 5.7 | $160M | 682k | 234.03 | |
| Skechers U S A Cl A (SKX) | 5.5 | $152M | 3.5M | 43.40 | |
| Keurig Dr Pepper (KDP) | 5.4 | $151M | 4.1M | 36.86 | |
| Farfetch Ord Sh Cl A (FTCHF) | 4.6 | $128M | 3.8M | 33.43 | |
| Walt Disney Company (DIS) | 4.6 | $127M | 823k | 154.89 | |
| Liberty Media Corp Del Com Ser C Frmla | 4.4 | $124M | 2.0M | 63.24 | |
| Q2 Holdings (QTWO) | 4.4 | $124M | 1.6M | 79.44 | |
| Marriott Vacations Wrldwde Cp (VAC) | 4.4 | $124M | 731k | 168.98 | |
| Doordash Cl A (DASH) | 4.3 | $121M | 810k | 148.90 | |
| Uber Technologies (UBER) | 4.2 | $117M | 2.8M | 41.93 | |
| Zendesk | 4.1 | $115M | 1.1M | 104.29 | |
| Sba Communications Corp Cl A (SBAC) | 4.0 | $112M | 289k | 389.02 | |
| Smartsheet Com Cl A (SMAR) | 4.0 | $112M | 1.4M | 77.45 | |
| Five9 (FIVN) | 3.9 | $109M | 791k | 137.32 | |
| Five Below (FIVE) | 3.9 | $108M | 523k | 206.89 | |
| Varonis Sys (VRNS) | 3.2 | $90M | 1.9M | 48.78 | |
| Wyndham Hotels And Resorts (WH) | 3.1 | $86M | 955k | 89.65 | |
| Amazon (AMZN) | 2.9 | $82M | 25k | 3334.33 | |
| Bloomin Brands (BLMN) | 2.7 | $76M | 3.6M | 20.98 | |
| Ping Identity Hldg Corp | 2.7 | $75M | 3.3M | 22.88 | |
| PROS Holdings (PRO) | 2.2 | $61M | 1.8M | 34.49 | |
| Charter Communications Inc N Cl A (CHTR) | 2.1 | $58M | 88k | 651.97 | |
| Brinker International (EAT) | 1.6 | $46M | 1.3M | 36.59 | |
| Yum China Holdings (YUMC) | 1.5 | $43M | 855k | 49.84 | |
| Leslies (LESL) | 1.5 | $42M | 1.8M | 23.66 | |
| Palo Alto Networks (PANW) | 1.2 | $35M | 62k | 556.76 | |
| Carlotz Com Cl A | 0.6 | $16M | 7.2M | 2.27 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.6 | $16M | 258k | 60.68 | |
| Peloton Interactive Cl A Com (PTON) | 0.4 | $9.8M | 273k | 35.76 | |
| Traeger Common Stock (COOK) | 0.1 | $1.6M | 130k | 12.16 |
