TREMBLANT CAPITAL GROUP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 44
New Positions 3
Increased Positions 25
Decreased Positions 19
Positions with Activity 44
Sold Out Positions 7
Total Mkt Value (in $ millions) 2,051

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

Sector Weighting

Basic Materials 4.29%
Capital Goods 7.59%
Conglomerates 0.95%
Consumer Cyclical 4.53%
Consumer/Non-Cyclical 4.48%
Energy
Financial 3.91%
Healthcare 2.05%
Services 52.62%
Technology 13.27%
Transportation 3.23%
Utilities 0.05%

44 Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AIR PRODS & CHEMS INC COM 88,001 -8,237 (8.56) 662,911
AMAZON COM INC COM 98,485 63,329 180.14 297,009
AON PLC SHS CL A 55,891 4,185 8.10 644,721
CBS CORP (CLASS B) CL B 100,607 14,003 16.17 1,662,931
CHARTER COMMUNICATIONS INC DEL CL A NEW 85,888 -23,092 (21.19) 552,583
COMMSCOPE HLDG CO INC COM 41,995 3,202 8.25 1,622,042
CYRUSONE INC COM 19,439 19,439 New 737,733
DUNKIN BRANDS GROUP INC COM 88,955 24,119 37.20 2,033,264
ELLIE MAE INC COM 85,036 -113 (0.13) 2,430,308
EQUINIX INC COM NEW -38,151 Sold Out 0
EXPRESS SCRIPTS HLDG CO COM 70,210 22,279 46.48 935,754
FACEBOOK INC CL A -58,124 Sold Out 0
FIDELITY NATIONAL FINANCIAL IN CL A 24,367 6,264 34.61 743,815
FLEETMATICS GROUP PLC COM -24,731 Sold Out 0
FORTINET INC COM 58,564 -18,327 (23.84) 2,302,506
GENERAL MTRS CO COM 93,029 -23,543 (20.2) 2,716,982
GRAINGER W W INC COM -12,406 Sold Out 0
HOME INNS & HOTELS MGMT INC SPON ADR 69,308 16,477 31.19 2,011,268
IMAX CORP COM 64,262 -22,057 (25.55) 2,371,303
INFOBLOX INC COM 2,457 2,457 New 198,656