TREMBLANT CAPITAL GROUP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 39
New Positions 2
Increased Positions 14
Decreased Positions 25
Positions with Activity 39
Sold Out Positions 6
Total Mkt Value (in $ millions) 1,863

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

Sector Weighting

Basic Materials 2.98%
Capital Goods 6.73%
Conglomerates 2.22%
Consumer Cyclical 2.31%
Consumer/Non-Cyclical 2.92%
Energy
Financial 3.02%
Healthcare 0%
Services 57.23%
Technology 14.91%
Transportation 2.41%
Utilities 0.05%

39 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
FIDELITY NATIONAL FINANCIAL IN CL A -24,367 Sold Out 0
INFOBLOX INC COM -3,465 Sold Out 0
NEW YORK & CO INC COM -1,206 Sold Out 0
SBA COMMUNICATIONS CORP COM -79,343 Sold Out 0
SIRONA DENTAL SYSTEMS INC COM -15,198 Sold Out 0
ZOETIS INC CL A -32,518 Sold Out 0
RE MAX HLDGS INC CL A 4,850 28 .58 144,471
TOWERS WATSON & CO CL A 19,045 -2,781 (12.74) 171,437
KINDER MORGAN INC DEL WT EXP 052517 875 140 19.05 314,597
TRANSDIGM GROUP INC COM 63,587 -24,079 (27.47) 332,481
AMAZON COM INC COM 100,634 12,998 14.83 341,062
UNION PAC CORP COM 44,966 -25,324 (36.03) 400,763
AIR PRODS & CHEMS INC COM 55,536 -35,164 (38.77) 405,902
CHARTER COMMUNICATIONS INC DEL CL A NEW 77,129 -11,610 (13.08) 480,287
FACEBOOK INC CL A 42,895 42,895 New 574,307
AON PLC SHS CL A 56,361 -4,572 (7.5) 596,345
PROCTER & GAMBLE CO COM 54,483 -43,939 (44.64) 609,699
OSI SYSTEMS INC COM 48,067 5,304 12.40 703,764
WYNDHAM WORLDWIDE CORP COM 59,631 -7,556 (11.25) 731,843
RED HAT INC COM 47,638 -31,176 (39.56) 818,103


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