TREMBLANT CAPITAL GROUP Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$1.7T
Holdings
35
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFACEBOOK INC | 786,661 | $131.1B | 7.59% | Call |
| 2 | TWTRUSDTWITTER INC | 3,251,493 | $106.9B | 6.19% | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 744,365 | $103.3B | 5.98% | |
| 4 | —CBS CORP NEW | 2,094,427 | $99.5B | 5.76% | Call |
| 5 | PGRPROGRESSIVE CORP OHIO | 1,358,145 | $97.9B | 5.67% | Call |
| 6 | T7DTRANSDIGM GROUP INC | 188,088 | $85.4B | 4.94% | |
| 7 | HOUSREALOGY HLDGS CORP | 7,323,631 | $83.5B | 4.83% | Call |
| 8 | AMZNAMAZON COM INC | 44,756 | $79.7B | 4.61% | |
| 9 | PANWPALO ALTO NETWORKS INC | 325,652 | $79.1B | 4.58% | |
| 10 | WHWYNDHAM HOTELS & RESORTS INC | 1,438,217 | $71.9B | 4.16% | |
| 11 | PAGSPAGSEGURO DIGITAL LTD | 2,279,695 | $68.0B | 3.94% | Call |
| 12 | SKAASKECHERS U S A INC | 1,955,972 | $65.7B | 3.80% | |
| 13 | MDLZMONDELEZ INTL INC | 1,234,420 | $61.6B | 3.57% | |
| 14 | WYNEURWYNDHAM DESTINATIONS INC | 1,405,789 | $56.9B | 3.29% | |
| 15 | PYPLPAYPAL HLDGS INC | 462,005 | $48.0B | 2.78% | |
| 16 | —LINE CORP | 1,313,198 | $46.2B | 2.68% | |
| 17 | PFPTPROOFPOINT INC | 378,542 | $46.0B | 2.66% | |
| 18 | MLCOMELCO RESORTS AND ENTMT LTD | 1,968,209 | $44.5B | 2.57% | |
| 19 | AVLRUSDAVALARA INC | 767,084 | $42.8B | 2.48% | |
| 20 | QSRRESTAURANT BRANDS INTL INC | 628,683 | $40.9B | 2.37% | |
| 21 | FIVNFIVE9 INC | 743,615 | $39.3B | 2.27% | |
| 22 | DYHTARGET CORP | 460,263 | $36.9B | 2.14% | |
| 23 | PGPROCTER AND GAMBLE CO | 261,104 | $27.2B | 1.57% | Call |
| 24 | —GRUBHUB INC | 331,416 | $23.0B | 1.33% | |
| 25 | QTWOQ2 HLDGS INC | 329,019 | $22.8B | 1.32% | |
| 26 | KMIKINDER MORGAN INC DEL | 1,025,959 | $20.5B | 1.19% | |
| 27 | VRNSVARONIS SYS INC | 283,839 | $16.9B | 0.98% | |
| 28 | BLBLACKLINE INC | 318,021 | $14.7B | 0.85% | |
| 29 | MIKUSDMICHAELS COS INC | 1,264,745 | $14.4B | 0.84% | Call |
| 30 | VACMARRIOTT VACTINS WORLDWID CO | 154,317 | $14.4B | 0.84% | |
| 31 | RHT1EURRED HAT INC | 57,893 | $10.6B | 0.61% | |
| 32 | HGVHILTON GRAND VACATIONS INC | 274,948 | $8.5B | 0.49% | |
| 33 | YUMCYUM CHINA HLDGS INC | 164,030 | $7.4B | 0.43% | |
| 34 | RCLROYAL CARIBBEAN CRUISES LTD | 55,000 | $6.3B | 0.36% | |
| 35 | NCLHNORWEGIAN CRUISE LINE HLDG L | 105,981 | $5.8B | 0.34% |