TREMBLANT CAPITAL GROUP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 32
New Positions 1
Increased Positions 11
Decreased Positions 21
Positions with Activity 32
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,245

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 12.61%
Conglomerates 4.02%
Consumer Cyclical
Consumer/Non-Cyclical 1.38%
Energy
Financial 3.45%
Healthcare
Services 50.09%
Technology 10.09%
Transportation 1.68%
Utilities 0.04%

32 Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AIR PRODS & CHEMS INC COM 38,189 -4,594 (10.74) 261,781
ALIBABA GROUP HLDG LTD SPONSORED ADS -37,826 Sold Out 0
AMAZON COM INC COM 111,155 -58,037 (34.3) 207,754
AON PLC SHS CL A 42,977 -2,004 (4.46) 431,759
CBS CORP (CLASS B) CL B 84,799 -10,882 (11.37) 1,599,070
CDK GLOBAL INC COM 38,751 38,751 New 759,373
CHARTER COMMUNICATIONS INC DEL CL A NEW 78,919 -2,529 (3.11) 421,329
COMMSCOPE HLDG CO INC COM 44,799 -3,352 (6.96) 1,451,693
CYRUSONE INC COM 49,992 -3,952 (7.33) 1,621,000
DUNKIN BRANDS GROUP INC COM 63,385 -76,971 (54.84) 1,148,687
ELLIE MAE INC COM 90,377 -43,191 (32.34) 1,146,484
EXPRESS SCRIPTS HLDG CO COM -40,044 Sold Out 0
HOMEINNS HOTEL GROUP SPONSORED ADR 47,924 -12,162 (20.24) 1,648,566
IMAX CORP COM 40,015 -21,886 (35.36) 1,069,625
KINDER MORGAN INC DEL WT EXP 052517 497 32 6.84 314,582
MELCO CROWN ENTMT LTD ADR 35,660 3,902 12.29 1,767,971
NIMBLE STORAGE INC COM 55,841 40,864 272.86 2,099,278
NOODLES & CO CL A 26,940 -15,241 (36.13) 1,729,157
NORWEGIAN CRUISE LINE HLDGS LT SHS 24,587 -36,072 (59.47) 396,565
OSI SYSTEMS INC COM 24,114 4,812 24.93 347,612