TREMBLANT CAPITAL GROUP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 39
New Positions 2
Increased Positions 14
Decreased Positions 25
Positions with Activity 39
Sold Out Positions 6
Total Mkt Value (in $ millions) 1,932

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

Sector Weighting

Basic Materials 3.06%
Capital Goods 6.6%
Conglomerates 2.3%
Consumer Cyclical 2.37%
Consumer/Non-Cyclical 2.66%
Energy
Financial 2.78%
Healthcare 0%
Services 56.49%
Technology 15.65%
Transportation 2.43%
Utilities 0.06%

39 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
SBA COMMUNICATIONS CORP COM -84,808 Sold Out 0
GENERAL MTRS CO COM 45,786 -42,842 (48.34) 1,403,631
PROCTER & GAMBLE CO COM 51,392 -41,446 (44.64) 609,699
AIR PRODS & CHEMS INC COM 59,103 -37,423 (38.77) 405,902
RED HAT INC COM 52,187 -34,153 (39.56) 818,103
ZOETIS INC CL A -34,014 Sold Out 0
ROYAL CARIBBEAN CRUISES LTD COM 133,553 -26,799 (16.71) 1,767,743
UNION PAC CORP COM 46,973 -26,454 (36.03) 400,763
TRANSDIGM GROUP INC COM 68,335 -25,877 (27.47) 332,481
FIDELITY NATIONAL FINANCIAL IN CL A -24,367 Sold Out 0
SIRONA DENTAL SYSTEMS INC COM -15,936 Sold Out 0
IMAX CORP COM 65,326 -13,709 (17.35) 1,959,980
ELLIE MAE INC COM 94,257 -13,260 (12.33) 2,130,590
CHARTER COMMUNICATIONS INC DEL CL A NEW 72,579 -10,925 (13.08) 480,287
WYNDHAM WORLDWIDE CORP COM 61,321 -7,771 (11.25) 731,843
MELCO CROWN ENTMT LTD ADR 32,934 -6,949 (17.42) 1,372,265
LIONS GATE ENTMNT CORP COM NEW 37,049 -5,838 (13.61) 1,289,570
FORTINET INC COM 63,132 -5,702 (8.28) 2,111,777
AON PLC SHS CL A 53,701 -4,356 (7.5) 596,345
INFOBLOX INC COM -3,709 Sold Out 0


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