TREMBLANT CAPITAL GROUP Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$1.4T
Holdings
32
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VIABVIACOM INC NEW | 3,921,934 | $131.7B | 9.40% | |
| 2 | HOUSREALOGY HLDGS CORP | 2,976,618 | $96.6B | 6.90% | |
| 3 | PGPROCTER AND GAMBLE CO | 1,066,132 | $92.9B | 6.63% | Call |
| 4 | —LINE CORP | 2,185,099 | $76.0B | 5.43% | |
| 5 | PANWPALO ALTO NETWORKS INC | 559,802 | $74.9B | 5.35% | |
| 6 | AMZNAMAZON COM INC | 76,132 | $73.7B | 5.26% | Call |
| 7 | RHT1EURRED HAT INC | 767,171 | $73.5B | 5.24% | Call |
| 8 | MDLZMONDELEZ INTL INC | 1,538,106 | $66.4B | 4.74% | |
| 9 | —CBS CORP NEW | 1,015,099 | $64.7B | 4.62% | |
| 10 | NFLXNETFLIX INC | 407,684 | $60.9B | 4.35% | |
| 11 | —TIM PARTICIPACOES S A | 4,014,218 | $59.4B | 4.24% | |
| 12 | T7DTRANSDIGM GROUP INC | 204,130 | $54.9B | 3.92% | Call |
| 13 | BABAALIBABA GROUP HLDG LTD | 386,103 | $54.4B | 3.88% | |
| 14 | MLCOMELCO RESORT ENTERTAINMENT L | 2,297,102 | $51.6B | 3.68% | |
| 15 | FDO.FMACYS INC | 1,670,750 | $38.8B | 2.77% | Call |
| 16 | TTS1EURTILE SHOP HLDGS INC | 1,864,024 | $38.5B | 2.75% | |
| 17 | WYNEURWYNDHAM WORLDWIDE CORP | 371,482 | $37.3B | 2.66% | |
| 18 | NOWSERVICENOW INC | 313,806 | $33.3B | 2.37% | |
| 19 | CICIGNA CORPORATION | 196,017 | $32.8B | 2.34% | |
| 20 | UHSUNIVERSAL HLTH SVCS INC | 246,495 | $30.1B | 2.15% | |
| 21 | JDJD COM INC | 762,107 | $29.9B | 2.13% | |
| 22 | —ALLERGAN PLC | 95,288 | $23.2B | 1.65% | |
| 23 | BUDANHEUSER BUSCH INBEV SA/NV | 171,625 | $18.9B | 1.35% | |
| 24 | BBBYEURBED BATH & BEYOND INC | 616,946 | $18.8B | 1.34% | Call |
| 25 | —POWERSHARES QQQ TRUST | 109,500 | $15.1B | 1.08% | Put |
| 26 | COSTCOSTCO WHSL CORP NEW | 87,400 | $14.0B | 1.00% | Put |
| 27 | —WHOLE FOODS MKT INC | 316,600 | $13.3B | 0.95% | Call |
| 28 | IJRISHARES TR | 153,900 | $10.8B | 0.77% | Put |
| 29 | DRIDARDEN RESTAURANTS INC | 75,300 | $6.8B | 0.49% | Call |
| 30 | GMEGAMESTOP CORP NEW | 300,000 | $6.5B | 0.46% | Call |
| 31 | —EXPRESS SCRIPTS HLDG CO | 10,544 | $673.0M | 0.05% | |
| 32 | BNEDBARNES & NOBLE INC | 72,111 | $548.0M | 0.04% |