Tremblant Capital Group as of March 31, 2022
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 32 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zendesk | 5.7 | $159M | 1.3M | 120.29 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 5.5 | $154M | 10M | 15.12 | |
| Uber Technologies (UBER) | 5.2 | $148M | 4.1M | 35.68 | |
| Metropcs Communications (TMUS) | 5.2 | $147M | 1.1M | 128.35 | |
| Skechers U S A Cl A (SKX) | 4.5 | $127M | 3.1M | 40.76 | |
| Liberty Media Corp Del Com Ser C Frmla | 4.2 | $119M | 1.7M | 69.84 | |
| Smartsheet Com Cl A (SMAR) | 4.2 | $117M | 2.1M | 54.78 | |
| Doordash Cl A (DASH) | 4.1 | $117M | 995k | 117.19 | |
| Five9 (FIVN) | 4.1 | $115M | 1.0M | 110.40 | |
| Varonis Sys (VRNS) | 4.0 | $112M | 2.4M | 47.54 | |
| Amazon (AMZN) | 4.0 | $111M | 34k | 3259.95 | |
| Spotify Technology S A SHS (SPOT) | 3.9 | $111M | 734k | 151.02 | |
| Q2 Holdings (QTWO) | 3.8 | $107M | 1.7M | 61.65 | |
| Five Below (FIVE) | 3.7 | $105M | 661k | 158.37 | |
| Marriott Vacations Wrldwde Cp (VAC) | 3.6 | $101M | 640k | 157.70 | |
| Walt Disney Company (DIS) | 3.5 | $100M | 725k | 137.16 | |
| Keurig Dr Pepper (KDP) | 3.5 | $98M | 2.6M | 37.90 | |
| Ping Identity Hldg Corp | 3.3 | $94M | 3.4M | 27.43 | |
| Sba Communications Corp Cl A (SBAC) | 2.9 | $81M | 235k | 344.10 | |
| Wyndham Hotels And Resorts (WH) | 2.7 | $77M | 905k | 84.69 | |
| Bloomin Brands (BLMN) | 2.7 | $75M | 3.4M | 21.94 | |
| Shift4 Pmts Cl A (FOUR) | 2.6 | $74M | 1.2M | 61.93 | |
| Charter Communications Inc N Cl A (CHTR) | 1.8 | $51M | 93k | 545.52 | |
| Brinker International (EAT) | 1.7 | $47M | 1.2M | 38.16 | |
| Cargurus Com Cl A (CARG) | 1.6 | $46M | 1.1M | 42.46 | |
| Olaplex Hldgs (OLPX) | 1.5 | $41M | 2.6M | 15.63 | |
| Grab Holdings Class A Ord (GRAB) | 1.4 | $38M | 11M | 3.50 | |
| Yum China Holdings (YUMC) | 1.3 | $38M | 906k | 41.54 | |
| PROS Holdings (PRO) | 1.2 | $33M | 996k | 33.31 | |
| Palo Alto Networks (PANW) | 1.2 | $33M | 53k | 622.52 | |
| Wingstop (WING) | 1.1 | $31M | 261k | 117.35 | |
| Carlotz Com Cl A | 0.3 | $7.7M | 5.6M | 1.37 |
