Tremblant Capital Group as of June 30, 2022
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 29 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 7.3 | $120M | 892k | 134.54 | |
| Liberty Media Corp Del Com Ser C Frmla | 5.3 | $88M | 1.4M | 63.47 | |
| Five9 (FIVN) | 5.1 | $84M | 920k | 91.14 | |
| Charter Communications Inc N Cl A (CHTR) | 4.8 | $79M | 169k | 468.53 | |
| Amazon (AMZN) | 4.4 | $73M | 683k | 106.21 | |
| Skechers U S A Cl A (SKX) | 4.3 | $72M | 2.0M | 35.58 | |
| Grab Holdings Class A Ord (GRAB) | 4.3 | $71M | 28M | 2.53 | |
| Five Below (FIVE) | 4.3 | $71M | 625k | 113.43 | |
| Varonis Sys (VRNS) | 4.3 | $71M | 2.4M | 29.32 | |
| Spotify Technology S A SHS (SPOT) | 4.3 | $71M | 752k | 93.83 | |
| Doordash Cl A (DASH) | 4.2 | $70M | 1.1M | 64.17 | |
| Smartsheet Com Cl A (SMAR) | 4.0 | $67M | 2.1M | 31.43 | |
| Palo Alto Networks (PANW) | 4.0 | $66M | 134k | 493.94 | |
| Keurig Dr Pepper (KDP) | 4.0 | $65M | 1.8M | 35.39 | |
| Q2 Holdings (QTWO) | 3.9 | $65M | 1.7M | 38.57 | |
| Uber Technologies (UBER) | 3.8 | $62M | 3.0M | 20.46 | |
| Ping Identity Hldg Corp | 3.2 | $53M | 2.9M | 18.14 | |
| Sba Communications Corp Cl A (SBAC) | 3.1 | $51M | 160k | 320.05 | |
| Marriott Vacations Wrldwde Cp (VAC) | 3.1 | $50M | 434k | 116.20 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 2.8 | $46M | 6.4M | 7.16 | |
| Bloomin Brands (BLMN) | 2.6 | $44M | 2.6M | 16.62 | |
| Wyndham Hotels And Resorts (WH) | 2.6 | $43M | 649k | 65.72 | |
| Shift4 Pmts Cl A (FOUR) | 2.3 | $38M | 1.2M | 33.06 | |
| Zendesk | 1.7 | $29M | 385k | 74.07 | |
| Olaplex Hldgs (OLPX) | 1.7 | $27M | 1.9M | 14.09 | |
| Cargurus Com Cl A (CARG) | 1.4 | $23M | 1.1M | 21.49 | |
| PROS Holdings (PRO) | 1.1 | $18M | 697k | 26.23 | |
| Brinker International (EAT) | 1.1 | $18M | 816k | 22.03 | |
| Wingstop (WING) | 1.1 | $18M | 235k | 74.77 |
