TREMBLANT CAPITAL GROUP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 44
New Positions 3
Increased Positions 25
Decreased Positions 19
Positions with Activity 44
Sold Out Positions 7
Total Mkt Value (in $ millions) 2,047

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

Sector Weighting

Basic Materials 4.26%
Capital Goods 7.41%
Conglomerates 0.89%
Consumer Cyclical 4.48%
Consumer/Non-Cyclical 4.52%
Energy
Financial 3.93%
Healthcare 2.09%
Services 53.13%
Technology 13.1%
Transportation 3.3%
Utilities 0.05%

44 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
VISA INC COM CL A -69,634 Sold Out 0
FACEBOOK INC CL A -59,301 Sold Out 0
PROCTER & GAMBLE CO COM 92,606 -45,581 (32.99) 1,101,409
OSI SYSTEMS INC COM 40,860 -42,571 (51.03) 626,111
EQUINIX INC COM NEW -37,091 Sold Out 0
ZOETIS INC CL A 29,047 -35,231 (54.81) 796,029
UNION PAC CORP COM 67,608 -31,924 (32.07) 626,464
SIRONA DENTAL SYSTEMS INC COM 13,776 -31,048 (69.27) 176,633
FLEETMATICS GROUP PLC COM -24,154 Sold Out 0
CHARTER COMMUNICATIONS INC DEL CL A NEW 89,198 -23,982 (21.19) 552,583
GENERAL MTRS CO COM 91,589 -23,178 (20.2) 2,716,982
IMAX CORP COM 66,159 -22,709 (25.55) 2,371,303
FORTINET INC COM 60,095 -18,807 (23.84) 2,302,506
YOUKU TUDOU INC SPONSORED ADR -17,378 Sold Out 0
GRAINGER W W INC COM -12,489 Sold Out 0
WYNDHAM WORLDWIDE CORP COM 67,006 -8,676 (11.46) 824,582
AIR PRODS & CHEMS INC COM 87,160 -8,159 (8.56) 662,911
SEARS HOMETOWN & OUTLET STORES COM -5,372 Sold Out 0
ELLIE MAE INC COM 82,217 -110 (0.13) 2,430,308
NEW YORK & CO INC COM 1,664 72 4.53 515,225