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) 1,306

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

Sector Weighting

Basic Materials 3.09%
Capital Goods 11.2%
Conglomerates 6.45%
Consumer Cyclical
Consumer/Non-Cyclical 2.03%
Energy
Financial 5.67%
Healthcare
Services 47.62%
Technology 11.74%
Transportation 1.57%
Utilities 0.03%

35 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
CDK GLOBAL INC COM -37,186 Sold Out 0
IMAX CORP COM -34,249 Sold Out 0
TRANSUNION COM 1,424 1,424 New 55,796
AMAZON COM INC COM 30,274 -77,419 (71.89) 58,403
RE MAX HLDGS INC CL A 2,716 262 10.66 74,480
TRIPADVISOR INC COM 8,864 3,162 55.45 126,011
RENTRAK CORP COM 8,004 8,004 New 168,678
UNION PAC CORP COM 20,567 1,879 10.05 238,373
TRANSDIGM GROUP INC COM 62,868 253 .40 266,716
AIR PRODS & CHEMS INC COM 40,346 3,526 9.58 286,852
OSI SYSTEMS INC COM 24,892 -376 (1.49) 342,440
EXPRESS SCRIPTS HLDG CO COM 29,230 29,230 New 343,070
CHARTER COMMUNICATIONS INC DEL CL A NEW 62,608 -13,927 (18.2) 344,661
KINDER MORGAN INC DEL WT EXP 052517 444 42 10.31 347,013
PROCTER & GAMBLE CO COM 26,524 10,438 64.89 371,070
ALIBABA GROUP HLDG LTD SPONSORED ADS 27,648 27,648 New 390,291
VISA INC COM CL A 29,441 29,441 New 406,643
HOMEINNS HOTEL GROUP SPONSORED ADR 12,133 -33,203 (73.24) 441,197
AON PLC SHS CL A 44,643 3,889 9.54 472,958
NORWEGIAN CRUISE LINE HLDGS LT SHS 29,938 7,032 30.70 518,310


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