Tremblant Capital Group as of March 31, 2023
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 36 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.6 | $91M | 881k | 103.29 | |
| Meta Platforms Cl A (META) | 5.9 | $56M | 264k | 211.94 | |
| Spotify Technology S A SHS (SPOT) | 5.8 | $55M | 410k | 133.62 | |
| Uber Technologies (UBER) | 5.6 | $53M | 1.7M | 31.70 | |
| Keurig Dr Pepper (KDP) | 5.2 | $49M | 1.4M | 35.28 | |
| Doordash Cl A (DASH) | 5.1 | $48M | 762k | 63.56 | |
| Palo Alto Networks (PANW) | 5.0 | $48M | 238k | 199.74 | |
| Five Below (FIVE) | 5.0 | $47M | 229k | 205.97 | |
| Charter Communications Inc N Cl A (CHTR) | 4.8 | $45M | 127k | 357.61 | |
| Five9 (FIVN) | 4.7 | $44M | 609k | 72.29 | |
| Bloomin Brands (BLMN) | 4.4 | $41M | 1.6M | 25.65 | |
| Grab Holdings Class A Ord (GRAB) | 3.9 | $37M | 12M | 3.01 | |
| Metropcs Communications (TMUS) | 3.6 | $34M | 232k | 144.84 | |
| Smartsheet Com Cl A (SMAR) | 3.4 | $32M | 674k | 47.80 | |
| Liberty Media Corp Del Com Ser C Frmla | 3.3 | $32M | 422k | 74.83 | |
| Q2 Holdings (QTWO) | 3.1 | $30M | 1.2M | 24.62 | |
| Wyndham Hotels And Resorts (WH) | 3.1 | $29M | 426k | 67.85 | |
| Sba Communications Corp Cl A (SBAC) | 2.8 | $27M | 102k | 261.07 | |
| Marriott Vacations Wrldwde Cp (VAC) | 2.8 | $26M | 196k | 134.86 | |
| Varonis Sys (VRNS) | 2.6 | $25M | 948k | 26.01 | |
| Air Products & Chemicals (APD) | 2.6 | $25M | 85k | 287.21 | |
| Wabtec Corporation (WAB) | 2.4 | $23M | 226k | 101.06 | |
| Skechers U S A Cl A (SKX) | 1.9 | $18M | 373k | 47.52 | |
| Farfetch Ord Sh Cl A (FTCHF) | 1.5 | $14M | 2.9M | 4.91 | |
| Travel Leisure Ord (TNL) | 1.2 | $12M | 298k | 39.20 | |
| Procter & Gamble Company (PG) | 0.1 | $717k | 4.8k | 148.69 | |
| Wingstop (WING) | 0.1 | $710k | 3.9k | 183.58 | |
| Microsoft Corporation (MSFT) | 0.1 | $565k | 2.0k | 288.30 | |
| Progressive Corporation (PGR) | 0.0 | $463k | 3.2k | 143.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $461k | 4.4k | 103.73 | |
| Rbc Cad (RY) | 0.0 | $370k | 3.8k | 96.30 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $289k | 794.00 | 363.41 | |
| Visa Com Cl A (V) | 0.0 | $288k | 1.3k | 225.46 | |
| Dick's Sporting Goods (DKS) | 0.0 | $287k | 2.0k | 141.89 | |
| Evercore Class A (EVR) | 0.0 | $262k | 2.3k | 115.38 | |
| Coupang Cl A (CPNG) | 0.0 | $186k | 12k | 16.00 |
