Tremblant Capital Group as of Dec. 31, 2023
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 37 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.1 | $63M | 412k | 151.94 | |
| Uber Technologies (UBER) | 6.7 | $59M | 961k | 61.57 | |
| Spotify Technology S A SHS (SPOT) | 6.4 | $57M | 302k | 187.91 | |
| Tko Group Holdings Cl A (TKO) | 5.3 | $47M | 579k | 81.58 | |
| Charter Communications Inc N Cl A (CHTR) | 4.9 | $43M | 111k | 388.68 | |
| Grab Holdings Class A Ord (GRAB) | 4.8 | $43M | 13M | 3.37 | |
| Five9 (FIVN) | 4.8 | $43M | 542k | 78.69 | |
| Q2 Holdings (QTWO) | 4.8 | $42M | 975k | 43.41 | |
| Doordash Cl A (DASH) | 4.5 | $40M | 406k | 98.89 | |
| Keurig Dr Pepper (KDP) | 4.4 | $39M | 1.2M | 33.32 | |
| Palo Alto Networks (PANW) | 4.3 | $38M | 130k | 294.88 | |
| Wyndham Hotels And Resorts (WH) | 4.2 | $37M | 464k | 80.41 | |
| Draftkings Com Cl A (DKNG) | 4.0 | $35M | 995k | 35.25 | |
| Air Products & Chemicals (APD) | 3.8 | $34M | 123k | 273.80 | |
| Smartsheet Com Cl A (SMAR) | 3.8 | $33M | 699k | 47.82 | |
| Bloomin Brands (BLMN) | 3.7 | $33M | 1.2M | 28.15 | |
| Wabtec Corporation (WAB) | 3.4 | $30M | 239k | 126.90 | |
| Five Below (FIVE) | 3.4 | $30M | 140k | 213.16 | |
| Varonis Sys (VRNS) | 3.2 | $28M | 627k | 45.28 | |
| Meta Platforms Cl A (META) | 3.0 | $27M | 75k | 353.96 | |
| Avidxchange Holdings (AVDX) | 2.6 | $23M | 1.9M | 12.39 | |
| Yum China Holdings (YUMC) | 2.6 | $23M | 535k | 42.43 | |
| Walt Disney Company (DIS) | 1.8 | $16M | 172k | 90.29 | |
| Travel Leisure Ord (TNL) | 1.2 | $10M | 262k | 39.09 | |
| Skechers U S A Cl A (SKX) | 0.5 | $4.5M | 72k | 62.34 | |
| Coupang Cl A (CPNG) | 0.1 | $939k | 58k | 16.19 | |
| Procter & Gamble Company (PG) | 0.1 | $855k | 5.8k | 146.54 | |
| Microsoft Corporation (MSFT) | 0.1 | $822k | 2.2k | 376.04 | |
| Rbc Cad (RY) | 0.1 | $791k | 7.8k | 101.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $747k | 5.3k | 139.69 | |
| Progressive Corporation (PGR) | 0.1 | $688k | 4.3k | 159.28 | |
| Evercore Class A (EVR) | 0.1 | $616k | 3.6k | 171.05 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $548k | 1.3k | 426.51 | |
| Visa Com Cl A (V) | 0.1 | $539k | 2.1k | 260.35 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $406k | 2.8k | 146.25 | |
| Canada Goose Hldgs Shs Sub Vtg (GOOS) | 0.0 | $378k | 32k | 11.85 | |
| Paypal Holdings (PYPL) | 0.0 | $378k | 6.2k | 61.41 |
