TREMBLANT CAPITAL GROUP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 46
New Positions 5
Increased Positions 26
Decreased Positions 20
Positions with Activity 46
Sold Out Positions 5
Total Mkt Value (in $ millions) 2,235

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

Sector Weighting

Basic Materials 4.17%
Capital Goods 6.14%
Conglomerates
Consumer Cyclical 6.31%
Consumer/Non-Cyclical 6%
Energy
Financial 6.3%
Healthcare 4.67%
Services 41.03%
Technology 18.75%
Transportation 4.11%
Utilities 0%

46 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
KINDER MORGAN INC DEL WT EXP 052517 -625 Sold Out 0
SODASTREAM INTERNATIONAL LTD USD SHS -34,427 Sold Out 0
SPRINT CORP COM SER 1 -40,753 Sold Out 0
THE ADT CORPORATION COM -60,493 Sold Out 0
UNITED PARCEL SERVICE INC CL B -6,834 Sold Out 0
SEARS HOMETOWN & OUTLET STORES COM 6,161 -13,145 (68.09) 306,951
EXPRESS SCRIPTS HLDG CO COM 43,251 -48,485 (52.85) 638,822
YOUKU TUDOU INC SPONSORED ADR 19,039 -12,034 (38.73) 893,019
FACEBOOK INC CL A 50,566 -26,968 (34.78) 779,460
VISA INC COM CL A 69,070 -33,051 (32.37) 320,449
AMAZON COM INC COM 34,767 -14,212 (29.02) 106,023
TOWERS WATSON & CO CL A 18,757 -7,393 (28.27) 181,091
FORTINET INC COM 72,826 -20,326 (21.82) 3,023,063
ROYAL CARIBBEAN CRUISES LTD COM 107,815 -27,818 (20.51) 1,972,470
EQUINIX INC COM NEW 36,217 -7,925 (17.95) 171,233
COMMSCOPE HLDG CO INC COM 33,354 -6,890 (17.12) 1,498,371
ZOETIS INC CL A 57,285 -9,305 (13.97) 1,761,523
RED HAT INC COM 61,552 -9,398 (13.25) 1,123,620
WYNDHAM WORLDWIDE CORP COM 71,435 -7,444 (9.44) 931,353
TILE SHOP HLDGS INC COM 42,564 -1,061 (2.43) 3,610,195


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