TREMBLANT CAPITAL GROUP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 37
New Positions 4
Increased Positions 13
Decreased Positions 24
Positions with Activity 37
Sold Out Positions 6
Total Mkt Value (in $ millions) 1,532

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

Sector Weighting

Basic Materials 2.96%
Capital Goods 8.9%
Conglomerates 3.41%
Consumer Cyclical 0%
Consumer/Non-Cyclical 0.43%
Energy
Financial 2.94%
Healthcare
Services 57.71%
Technology 11.78%
Transportation 1.57%
Utilities 0.08%

37 Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AIR PRODS & CHEMS INC COM 45,381 -17,428 (27.75) 293,275
ALIBABA GROUP HLDG LTD SPONSORED ADS 41,464 41,464 New 485,012
AMAZON COM INC COM 121,027 -9,504 (7.28) 316,229
AON PLC SHS CL A 45,022 -14,392 (24.22) 451,891
CBS CORP (CLASS B) CL B 112,695 4,731 4.38 1,804,272
CHARTER COMMUNICATIONS INC DEL CL A NEW 80,766 -8,443 (9.46) 434,833
COMMSCOPE HLDG CO INC COM 48,651 1,058 2.22 1,560,316
CYRUSONE INC COM 52,264 4,916 10.38 1,749,142
DUNKIN BRANDS GROUP INC COM 115,505 -9,145 (7.34) 2,543,596
ELLIE MAE INC COM 88,091 -22,678 (20.47) 1,694,387
EXPRESS SCRIPTS HLDG CO COM 38,069 -38,093 (50.02) 448,774
FACEBOOK INC CL A -46,459 Sold Out 0
FORTINET INC COM -71,146 Sold Out 0
GENERAL MTRS CO COM -52,734 Sold Out 0
HOMEINNS HOTEL GROUP SPONSORED ADR 55,104 5,048 10.09 2,066,934
IMAX CORP COM 57,284 -10,571 (15.58) 1,654,649
KINDER MORGAN INC DEL WT EXP 052517 1,166 -80 (6.41) 294,441
LIONS GATE ENTMNT CORP COM NEW -42,607 Sold Out 0
MELCO CROWN ENTMT LTD ADR 39,269 5,045 14.74 1,574,536
NIMBLE STORAGE INC COM 14,352 14,352 New 563,025


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