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TREMBLANT CAPITAL GROUP Information

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

Report Date: 03/31/2019

Position Statistics

Total Positions 39
New Positions 8
Increased Positions 19
Decreased Positions 20
Positions with Activity 39
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,573

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

Sector Weighting

Energy 1.31%
Basic Materials
Industrials 9.44%
Consumer Cyclicals 34.09%
Consumer Non-Cyclicals 4.23%
Financials 8.33%
Healthcare
Technology 42.6%
Telecommunication Services 0%
Utilities

39 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TWITTER INC COM 121,638 9,487 8.46 3,251,493
CBS CORP NEW CL B 93,062 3,581 4.00 1,960,027
SPOTIFY TECHNOLOGY S A SHS 92,785 10,918 13.34 744,365
TRANSDIGM GROUP INC COM 83,868 -21,264 (20.23) 188,088
AMAZON COM INC COM 81,603 -28,392 (25.81) 44,756
PROGRESSIVE CORP OHIO COM 79,502 -8,403 (9.56) 991,045
WYNDHAM HOTELS & RESORTS INC COM 78,498 14,827 23.29 1,438,217
PALO ALTO NETWORKS INC COM 70,426 -17,314 (19.73) 325,652
FACEBOOK INC CL A 67,637 67,637 New 373,561
PAGSEGURO DIGITAL LTD COM CL A 64,647 -11,472 (15.07) 2,015,195
MONDELEZ INTL INC CL A 64,350 1,511 2.41 1,234,420
WYNDHAM DESTINATIONS INC COM 58,748 3,350 6.05 1,405,789
SKECHERS U S A INC CL A 56,293 -16,605 (22.78) 1,955,972
AVALARA INC COM 53,136 53,136 New 767,084
REALOGY HLDGS CORP COM 51,493 6,387 14.16 6,958,531
PAYPAL HLDGS INC COM 50,751 -52,685 (50.94) 462,005
PROOFPOINT INC COM 43,862 -42,573 (49.26) 378,542
RESTAURANT BRANDS INTL INC COM 43,021 15,512 56.39 628,683
MELCO RESORTS AND ENTMT LTD ADR 40,447 -11,858 (22.67) 1,968,209
LINE CORP SPONSORED ADR 39,632 -4,365 (9.92) 1,313,198