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) 1,219

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

Sector Weighting

Basic Materials 2.85%
Capital Goods 12.47%
Conglomerates 3.96%
Consumer Cyclical
Consumer/Non-Cyclical 1.48%
Energy
Financial 3.58%
Healthcare
Services 50.42%
Technology 9.6%
Transportation 1.72%
Utilities 0.05%

32 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ALIBABA GROUP HLDG LTD SPONSORED ADS -39,073 Sold Out 0
EXPRESS SCRIPTS HLDG CO COM -41,458 Sold Out 0
TIME WARNER INC COM NEW -57,152 Sold Out 0
RE MAX HLDGS INC CL A 2,593 171 7.07 67,308
TRIPADVISOR INC COM 6,432 -13,031 (66.96) 81,063
RED HAT INC COM 11,207 -73,242 (86.73) 142,351
AMAZON COM INC COM 109,285 -57,061 (34.3) 207,754
UNION PAC CORP COM 20,928 1,332 6.80 216,597
PROCTER & GAMBLE CO COM 18,055 11,794 188.37 225,039
AIR PRODS & CHEMS INC COM 34,770 -4,183 (10.74) 261,781
TRANSDIGM GROUP INC COM 57,660 101 .18 265,643
KINDER MORGAN INC DEL WT EXP 052517 563 36 6.84 314,582
OSI SYSTEMS INC COM 23,745 4,739 24.93 347,612
NORWEGIAN CRUISE LINE HLDGS LT SHS 23,171 -33,995 (59.47) 396,565
CHARTER COMMUNICATIONS INC DEL CL A NEW 77,807 -2,494 (3.11) 421,329
AON PLC SHS CL A 43,677 -2,037 (4.46) 431,759
WYNDHAM WORLDWIDE CORP COM 38,548 -9,507 (19.78) 478,200
ROYAL CARIBBEAN CRUISES LTD COM 42,121 7,915 23.14 509,327
CDK GLOBAL INC COM 39,039 39,039 New 759,373
REALOGY HLDGS CORP COM 49,750 -3,525 (6.62) 1,021,554


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