TREMBLANT CAPITAL GROUP Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$1.7T
Holdings
37
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —CBS CORP NEW | 2,823,407 | $158.7B | 9.33% | |
| 2 | HOUSREALOGY HLDGS CORP | 5,503,546 | $125.5B | 7.38% | |
| 3 | MLCOMELCO RESORT ENTERTAINMENT L | 4,295,629 | $120.3B | 7.07% | Call |
| 4 | PGPROCTER AND GAMBLE CO | 1,288,330 | $100.6B | 5.91% | Call |
| 5 | RHT1EURRED HAT INC | 654,530 | $87.9B | 5.17% | Call |
| 6 | SPOTSPOTIFY TECHNOLOGY S A | 512,996 | $86.3B | 5.08% | |
| 7 | AMZNAMAZON COM INC | 50,309 | $85.5B | 5.03% | |
| 8 | —LINE CORP | 1,778,652 | $73.0B | 4.30% | |
| 9 | PANWPALO ALTO NETWORKS INC | 353,776 | $72.7B | 4.27% | |
| 10 | TWTRUSDTWITTER INC | 1,661,941 | $72.6B | 4.27% | |
| 11 | PGRPROGRESSIVE CORP OHIO | 1,216,718 | $72.0B | 4.23% | |
| 12 | T7DTRANSDIGM GROUP INC | 208,441 | $71.9B | 4.23% | |
| 13 | PYPLPAYPAL HLDGS INC | 735,298 | $61.2B | 3.60% | |
| 14 | JDJD COM INC | 1,341,516 | $52.3B | 3.07% | Call |
| 15 | MDLZMONDELEZ INTL INC | 1,234,476 | $50.6B | 2.98% | |
| 16 | WHWYNDHAM HOTELS & RESORTS INC | 820,082 | $48.2B | 2.84% | |
| 17 | —HORTONWORKS INC | 1,990,541 | $36.3B | 2.13% | |
| 18 | FIVNFIVE9 INC | 1,048,041 | $36.2B | 2.13% | |
| 19 | CICIGNA CORPORATION | 199,860 | $34.0B | 2.00% | |
| 20 | NOWSERVICENOW INC | 190,208 | $32.8B | 1.93% | |
| 21 | WYNEURWYNDHAM DESTINATIONS INC | 724,258 | $32.1B | 1.89% | |
| 22 | UHSUNIVERSAL HLTH SVCS INC | 264,541 | $29.5B | 1.73% | |
| 23 | —TIM PARTICIPACOES S A | 1,553,001 | $26.2B | 1.54% | |
| 24 | VIABVIACOM INC NEW | 756,197 | $22.8B | 1.34% | |
| 25 | KMIKINDER MORGAN INC DEL | 1,223,932 | $21.6B | 1.27% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 91,600 | $19.1B | 1.13% | Put |
| 27 | BUDANHEUSER BUSCH INBEV SA/NV | 166,380 | $16.8B | 0.99% | |
| 28 | QSRRESTAURANT BRANDS INTL INC | 267,398 | $16.1B | 0.95% | |
| 29 | DYHTARGET CORP | 108,751 | $8.3B | 0.49% | |
| 30 | ULTAULTA BEAUTY INC | 26,724 | $6.2B | 0.37% | |
| 31 | YUMCYUM CHINA HLDGS INC | 133,814 | $5.1B | 0.30% | |
| 32 | SBUXSTARBUCKS CORP | 98,706 | $4.8B | 0.28% | |
| 33 | IWMISHARES TR | 26,500 | $4.3B | 0.26% | Put |
| 34 | —GRUBHUB INC | 41,226 | $4.3B | 0.25% | |
| 35 | AAPLAPPLE INC | 9,200 | $1.7B | 0.10% | Put |
| 36 | KRKROGER CO | 50,787 | $1.4B | 0.08% | |
| 37 | SFMSPROUTS FMRS MKT INC | 63,500 | $1.4B | 0.08% | Put |