TREMBLANT CAPITAL GROUP Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 35
New Positions 6
Increased Positions 23
Decreased Positions 12
Positions with Activity 35
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,257

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

Sector Weighting

Basic Materials 3.1%
Capital Goods 11.24%
Conglomerates 6.42%
Consumer Cyclical
Consumer/Non-Cyclical 2.03%
Energy
Financial 5.63%
Healthcare
Services 47.35%
Technology 11.67%
Transportation 1.58%
Utilities 0.04%

35 Positions as of 06/30/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AIR PRODS & CHEMS INC COM 38,989 3,408 9.58 286,852
ALIBABA GROUP HLDG LTD SPONSORED ADS 25,303 25,303 New 390,291
AMAZON COM INC COM 28,999 -74,159 (71.89) 58,403
AON PLC SHS CL A 42,699 3,719 9.54 472,958
CBS CORP (CLASS B) CL B 66,762 -3,261 (4.66) 1,524,595
CDK GLOBAL INC COM -36,290 Sold Out 0
CHARTER COMMUNICATIONS INC DEL CL A NEW 61,267 -13,629 (18.2) 344,661
COMMSCOPE HLDG CO INC COM 50,536 4,387 9.51 1,589,678
CTRIP COM INTL LTD AMERICAN DEP SHS 55,159 55,159 New 857,567
CYRUSONE INC COM 80,715 30,708 61.41 2,616,384
DUNKIN BRANDS GROUP INC COM 53,679 -3,112 (5.48) 1,085,737
ELLIE MAE INC COM 59,497 -21,536 (26.58) 841,784
EXPRESS SCRIPTS HLDG CO COM 28,108 28,108 New 343,070
HOMEINNS HOTEL GROUP SPONSORED ADR 11,184 -30,607 (73.24) 441,197
IMAX CORP COM -32,281 Sold Out 0
KINDER MORGAN INC DEL WT EXP 052517 444 42 10.31 347,013
MELCO CROWN ENTMT LTD ADR 42,938 13,024 43.54 2,537,699
NIMBLE STORAGE INC COM 43,321 -11,596 (21.12) 1,655,998
NOODLES & CO CL A 14,391 -6,532 (31.22) 1,189,302
NORWEGIAN CRUISE LINE HLDGS LT SHS 28,999 6,812 30.70 518,310