TREMBLANT CAPITAL GROUP Information

767 FIFTH AVENUE, NEW YORK, New York, 10153, (212) 303-7373

Report Date: 12/31/2014

Position Statistics

Total Positions 37
New Positions 4
Increased Positions 13
Decreased Positions 24
Positions with Activity 37
Sold Out Positions 6
Total Mkt Value (in $ millions) 1,615

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.72%
Capital Goods 9.68%
Conglomerates 3.46%
Consumer Cyclical 0%
Consumer/Non-Cyclical 0.39%
Energy
Financial 2.74%
Healthcare
Services 57.4%
Technology 12.46%
Transportation 1.35%
Utilities 0.1%

24 DECREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 140,754 -11,053 (7.28) 316,229
DUNKIN BRANDS GROUP INC COM 137,430 -10,882 (7.34) 2,543,596
ELLIE MAE INC COM 97,851 -25,191 (20.47) 1,694,387
CHARTER COMMUNICATIONS INC DEL CL A NEW 80,770 -8,443 (9.46) 434,833
TILE SHOP HLDGS INC COM 67,750 -158 (0.23) 4,835,832
IMAX CORP COM 62,248 -11,487 (15.58) 1,654,649
TRANSDIGM GROUP INC COM 59,142 -15,011 (20.24) 265,177
WYNDHAM WORLDWIDE CORP COM 54,445 -12,394 (18.54) 596,139
NORWEGIAN CRUISE LINE HLDGS LT SHS 50,298 -49,953 (49.83) 978,368
AON PLC SHS CL A 44,213 -14,133 (24.22) 451,891
AIR PRODS & CHEMS INC COM 44,009 -16,901 (27.75) 293,275
EXPRESS SCRIPTS HLDG CO COM 39,196 -39,220 (50.02) 448,774
ROYAL CARIBBEAN CRUISES LTD COM 29,975 -98,133 (76.6) 413,622
UNION PAC CORP COM 21,804 -21,282 (49.4) 202,807
OSI SYSTEMS INC COM 21,043 -32,182 (60.46) 278,242
PROCTER & GAMBLE CO COM 6,321 -43,065 (87.2) 78,038
RE MAX HLDGS INC CL A 2,156 -2,798 (56.49) 62,862
KINDER MORGAN INC DEL WT EXP 052517 1,540 -105 (6.41) 294,441
FACEBOOK INC CL A -46,823 Sold Out 0
FORTINET INC COM -81,684 Sold Out 0


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