TREMBLANT CAPITAL GROUP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$923.7T
Holdings
39
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KDPKEURIG DR PEPPER INC | 2,159,527 | $72.1M | 0.00% | Call |
| 2 | SPOTSPOTIFY TECHNOLOGY S A | 198,167 | $62.2M | 0.00% | |
| 3 | UBERUBER TECHNOLOGIES INC | 854,986 | $62.1M | 0.00% | Call |
| 4 | TKOTKO GROUP HOLDINGS INC | 558,460 | $60.3M | 0.00% | |
| 5 | AMZNAMAZON COM INC | 266,152 | $51.4M | 0.00% | |
| 6 | GRABGRAB HOLDINGS LIMITED | 13,892,011 | $49.3M | 0.00% | |
| 7 | GOOGLALPHABET INC | 232,404 | $42.3M | 0.00% | |
| 8 | MLB1MERCADOLIBRE INC | 23,992 | $39.4M | 0.00% | |
| 9 | QTWOQ2 HLDGS INC | 597,056 | $36.0M | 0.00% | |
| 10 | DKNGDRAFTKINGS INC NEW | 923,369 | $35.2M | 0.00% | |
| 11 | DISDISNEY WALT CO | 346,897 | $34.4M | 0.00% | |
| 12 | WHWYNDHAM HOTELS & RESORTS INC | 460,843 | $34.1M | 0.00% | |
| 13 | SMARGBPSMARTSHEET INC | 695,023 | $30.6M | 0.00% | |
| 14 | DASHDOORDASH INC | 273,625 | $29.8M | 0.00% | |
| 15 | VRNSVARONIS SYS INC | 600,234 | $28.8M | 0.00% | |
| 16 | CHTRCHARTER COMMUNICATIONS INC N | 93,763 | $28.0M | 0.00% | |
| 17 | AVDXAVIDXCHANGE HOLDINGS INC | 2,170,114 | $26.2M | 0.00% | |
| 18 | PANWPALO ALTO NETWORKS INC | 75,896 | $25.7M | 0.00% | |
| 19 | FIVNFIVE9 INC | 573,440 | $25.3M | 0.00% | |
| 20 | WABWABTEC | 127,628 | $20.2M | 0.00% | |
| 21 | YUMCYUM CHINA HLDGS INC | 625,881 | $19.3M | 0.00% | |
| 22 | CPNGCOUPANG INC | 823,641 | $17.3M | 0.00% | |
| 23 | SBUXSTARBUCKS CORP | 210,994 | $16.4M | 0.00% | |
| 24 | MBLYMOBILEYE GLOBAL INC | 557,714 | $15.7M | 0.00% | |
| 25 | LGF/BEURLIONS GATE ENTMNT CORP | 1,161,467 | $10.0M | 0.00% | |
| 26 | LGFEURLIONS GATE ENTMNT CORP | 928,105 | $8.7M | 0.00% | |
| 27 | VACMARRIOTT VACATIONS WORLDWIDE | 93,858 | $8.2M | 0.00% | |
| 28 | FIVEFIVE BELOW INC | 59,634 | $6.5M | 0.00% | |
| 29 | SKAASKECHERS U S A INC | 80,507 | $5.6M | 0.00% | |
| 30 | APDAIR PRODS & CHEMS INC | 12,503 | $3.2M | 0.00% | |
| 31 | PGPROCTER AND GAMBLE CO | 17,316 | $2.9M | 0.00% | |
| 32 | PGRPROGRESSIVE CORP | 12,279 | $2.5M | 0.00% | |
| 33 | EMNEASTMAN CHEM CO | 25,820 | $2.5M | 0.00% | |
| 34 | METAMETA PLATFORMS INC | 4,439 | $2.2M | 0.00% | |
| 35 | EVREVERCORE INC | 10,651 | $2.2M | 0.00% | |
| 36 | RYROYAL BK CDA | 19,926 | $2.1M | 0.00% | |
| 37 | MAMASTERCARD INCORPORATED | 4,028 | $1.8M | 0.00% | |
| 38 | VVISA INC | 6,542 | $1.7M | 0.00% | |
| 39 | ELLAUDER ESTEE COS INC | 11,603 | $1.2M | 0.00% |