Tremblant Capital Group

Tremblant Capital Group as of March 31, 2023

Portfolio Holdings for Tremblant Capital Group

Tremblant Capital Group holds 36 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 9.6 $91M 881k 103.29
Meta Platforms Cl A (META) 5.9 $56M 264k 211.94
Spotify Technology S A SHS (SPOT) 5.8 $55M 410k 133.62
Uber Technologies (UBER) 5.6 $53M 1.7M 31.70
Keurig Dr Pepper (KDP) 5.2 $49M 1.4M 35.28
Doordash Cl A (DASH) 5.1 $48M 762k 63.56
Palo Alto Networks (PANW) 5.0 $48M 238k 199.74
Five Below (FIVE) 5.0 $47M 229k 205.97
Charter Communications Inc N Cl A (CHTR) 4.8 $45M 127k 357.61
Five9 (FIVN) 4.7 $44M 609k 72.29
Bloomin Brands (BLMN) 4.4 $41M 1.6M 25.65
Grab Holdings Class A Ord (GRAB) 3.9 $37M 12M 3.01
Metropcs Communications (TMUS) 3.6 $34M 232k 144.84
Smartsheet Com Cl A (SMAR) 3.4 $32M 674k 47.80
Liberty Media Corp Del Com Ser C Frmla 3.3 $32M 422k 74.83
Q2 Holdings (QTWO) 3.1 $30M 1.2M 24.62
Wyndham Hotels And Resorts (WH) 3.1 $29M 426k 67.85
Sba Communications Corp Cl A (SBAC) 2.8 $27M 102k 261.07
Marriott Vacations Wrldwde Cp (VAC) 2.8 $26M 196k 134.86
Varonis Sys (VRNS) 2.6 $25M 948k 26.01
Air Products & Chemicals (APD) 2.6 $25M 85k 287.21
Wabtec Corporation (WAB) 2.4 $23M 226k 101.06
Skechers U S A Cl A (SKX) 1.9 $18M 373k 47.52
Farfetch Ord Sh Cl A (FTCHQ) 1.5 $14M 2.9M 4.91
Travel Leisure Ord (TNL) 1.2 $12M 298k 39.20
Procter & Gamble Company (PG) 0.1 $717k 4.8k 148.69
Wingstop (WING) 0.1 $710k 3.9k 183.58
Microsoft Corporation (MSFT) 0.1 $565k 2.0k 288.30
Progressive Corporation (PGR) 0.0 $463k 3.2k 143.06
Alphabet Cap Stk Cl A (GOOGL) 0.0 $461k 4.4k 103.73
Rbc Cad (RY) 0.0 $370k 3.8k 96.30
Mastercard Incorporated Cl A (MA) 0.0 $289k 794.00 363.41
Visa Com Cl A (V) 0.0 $288k 1.3k 225.46
Dick's Sporting Goods (DKS) 0.0 $287k 2.0k 141.89
Evercore Class A (EVR) 0.0 $262k 2.3k 115.38
Coupang Cl A (CPNG) 0.0 $186k 12k 16.00