TREMBLANT CAPITAL GROUP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1.2T
Holdings
35
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPOTSPOTIFY TECHNOLOGY S A | 932,790 | $73.6B | 6.30% | |
| 2 | GRABGRAB HOLDINGS LIMITED | 22,294,819 | $71.8B | 6.14% | |
| 3 | UBERUBER TECHNOLOGIES INC | 2,868,083 | $70.9B | 6.07% | Call |
| 4 | TMUST-MOBILE US INC | 482,591 | $67.6B | 5.78% | |
| 5 | FIVEFIVE BELOW INC | 357,647 | $63.3B | 5.41% | |
| 6 | AMZNAMAZON COM INC | 743,419 | $62.4B | 5.34% | Call |
| 7 | DASHDOORDASH INC | 1,271,071 | $62.1B | 5.31% | |
| 8 | VRNSVARONIS SYS INC | 2,590,046 | $62.0B | 5.31% | |
| 9 | FIVNFIVE9 INC | 874,943 | $59.4B | 5.08% | |
| 10 | PANWPALO ALTO NETWORKS INC | 422,471 | $59.0B | 5.04% | |
| 11 | FWONALIBERTY MEDIA CORP DEL | 919,376 | $55.0B | 4.70% | |
| 12 | SMARGBPSMARTSHEET INC | 1,292,832 | $50.9B | 4.35% | |
| 13 | KDPKEURIG DR PEPPER INC | 1,418,882 | $50.6B | 4.33% | |
| 14 | SBACSBA COMMUNICATIONS CORP NEW | 179,487 | $50.3B | 4.30% | |
| 15 | QTWOQ2 HLDGS INC | 1,868,473 | $50.2B | 4.30% | Call |
| 16 | WHWYNDHAM HOTELS & RESORTS INC | 623,973 | $44.5B | 3.81% | |
| 17 | VACMARRIOTT VACATIONS WORLDWIDE | 322,177 | $43.4B | 3.71% | |
| 18 | CHTRCHARTER COMMUNICATIONS INC N | 110,981 | $37.6B | 3.22% | |
| 19 | SKAASKECHERS U S A INC | 838,573 | $35.2B | 3.01% | |
| 20 | BLMNBLOOMIN BRANDS INC | 1,636,115 | $32.9B | 2.82% | |
| 21 | APDAIR PRODS & CHEMS INC | 78,974 | $24.3B | 2.08% | |
| 22 | FTCHQFARFETCH LTD | 2,518,613 | $11.9B | 1.02% | |
| 23 | TNLTRAVEL PLUS LEISURE CO | 324,998 | $11.8B | 1.01% | |
| 24 | WABWABTEC | 90,245 | $9.0B | 0.77% | |
| 25 | WINGWINGSTOP INC | 43,999 | $6.1B | 0.52% | |
| 26 | PGPROCTER AND GAMBLE CO | 4,351 | $659.4M | 0.06% | |
| 27 | PGRPROGRESSIVE CORP | 2,997 | $388.7M | 0.03% | |
| 28 | RYROYAL BK CDA SUSTAINABL | 3,320 | $311.8M | 0.03% | |
| 29 | MSFTMICROSOFT CORP | 1,280 | $307.0M | 0.03% | |
| 30 | GOOGLALPHABET INC | 3,370 | $297.3M | 0.03% | |
| 31 | DKSDICKS SPORTING GOODS INC | 2,020 | $243.0M | 0.02% | |
| 32 | EVREVERCORE INC | 2,209 | $241.0M | 0.02% | |
| 33 | MAMASTERCARD INCORPORATED | 691 | $240.3M | 0.02% | |
| 34 | VVISA INC | 1,102 | $229.0M | 0.02% | |
| 35 | CPNGCOUPANG INC | 10,994 | $161.7M | 0.01% |