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) 1,967

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

Sector Weighting

Basic Materials 3.07%
Capital Goods 6.61%
Conglomerates 2.21%
Consumer Cyclical 2.39%
Consumer/Non-Cyclical 2.89%
Energy
Financial 2.93%
Healthcare 0%
Services 56.54%
Technology 15.71%
Transportation 2.45%
Utilities 0.07%

39 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
FIDELITY NATIONAL FINANCIAL IN CL A -24,367 Sold Out 0
INFOBLOX INC COM -4,132 Sold Out 0
NEW YORK & CO INC COM -1,324 Sold Out 0
SBA COMMUNICATIONS CORP COM -82,315 Sold Out 0
SIRONA DENTAL SYSTEMS INC COM -15,712 Sold Out 0
ZOETIS INC CL A -34,898 Sold Out 0
GENERAL MTRS CO COM 46,923 -43,905 (48.34) 1,403,631
PROCTER & GAMBLE CO COM 56,787 -45,798 (44.64) 609,699
RED HAT INC COM 58,020 -37,970 (39.56) 818,103
AIR PRODS & CHEMS INC COM 60,309 -38,186 (38.77) 405,902
UNION PAC CORP COM 48,212 -27,152 (36.03) 400,763
TRANSDIGM GROUP INC COM 66,699 -25,258 (27.47) 332,481
MELCO CROWN ENTMT LTD ADR 34,046 -7,184 (17.42) 1,372,265
IMAX CORP COM 59,760 -12,541 (17.35) 1,959,980
ROYAL CARIBBEAN CRUISES LTD COM 145,591 -29,215 (16.71) 1,767,743
LIONS GATE ENTMNT CORP COM NEW 41,730 -6,576 (13.61) 1,289,570
CHARTER COMMUNICATIONS INC DEL CL A NEW 80,429 -12,107 (13.08) 480,287
TOWERS WATSON & CO CL A 19,993 -2,919 (12.74) 171,437
ELLIE MAE INC COM 88,206 -12,408 (12.33) 2,130,590
WYNDHAM WORLDWIDE CORP COM 62,704 -7,946 (11.25) 731,843


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