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) 1,548

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

Sector Weighting

Basic Materials 3%
Capital Goods 8.97%
Conglomerates 3.41%
Consumer Cyclical 0%
Consumer/Non-Cyclical 0.43%
Energy
Financial 2.93%
Healthcare
Services 57.4%
Technology 12.01%
Transportation 1.58%
Utilities 0.07%

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 121,955 -9,577 (7.28) 316,229
DUNKIN BRANDS GROUP INC COM 119,015 -9,423 (7.34) 2,543,596
ELLIE MAE INC COM 90,768 -23,367 (20.47) 1,694,387
CHARTER COMMUNICATIONS INC DEL CL A NEW 80,857 -8,452 (9.46) 434,833
TRANSDIGM GROUP INC COM 57,838 -14,680 (20.24) 265,177
IMAX CORP COM 57,681 -10,644 (15.58) 1,654,649
WYNDHAM WORLDWIDE CORP COM 56,103 -12,771 (18.54) 596,139
TILE SHOP HLDGS INC COM 51,840 -121 (0.23) 4,835,832
NORWEGIAN CRUISE LINE HLDGS LT SHS 49,721 -49,380 (49.83) 978,368
AIR PRODS & CHEMS INC COM 46,376 -17,810 (27.75) 293,275
AON PLC SHS CL A 45,298 -14,480 (24.22) 451,891
EXPRESS SCRIPTS HLDG CO COM 38,114 -38,138 (50.02) 448,774
ROYAL CARIBBEAN CRUISES LTD COM 32,680 -106,989 (76.6) 413,622
UNION PAC CORP COM 24,489 -23,903 (49.4) 202,807
OSI SYSTEMS INC COM 20,412 -31,216 (60.46) 278,242
PROCTER & GAMBLE CO COM 6,665 -45,409 (87.2) 78,038
RE MAX HLDGS INC CL A 2,076 -2,696 (56.49) 62,862
KINDER MORGAN INC DEL WT EXP 052517 1,104 -76 (6.41) 294,441
FACEBOOK INC CL A -45,801 Sold Out 0
FORTINET INC COM -72,012 Sold Out 0


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