13F HOLDINGS REPORT
TREMBLANT CAPITAL GROUP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001214659-23-002202
Total Value
$1.17B
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPOTIFY TECHNOLOGY S A | SPOT | 932,790 | $73.6M | 6.30% |
| 2 | GRAB HOLDINGS LIMITED | GRABW | 22,294,819 | $71.8M | 6.14% |
| 3 | T-MOBILE US INC | TMUSZ | 482,591 | $67.6M | 5.78% |
| 4 | UBER TECHNOLOGIES INC | UBER | 2,562,883 | $63.4M | 5.42% |
| 5 | FIVE BELOW INC | FIVE | 357,647 | $63.3M | 5.41% |
| 6 | DOORDASH INC | DASH | 1,271,071 | $62.1M | 5.31% |
| 7 | VARONIS SYS INC | VRNS | 2,590,046 | $62.0M | 5.31% |
| 8 | FIVE9 INC | FIVN | 874,943 | $59.4M | 5.08% |
| 9 | PALO ALTO NETWORKS INC | PANW | 422,471 | $59.0M | 5.04% |
| 10 | LIBERTY MEDIA CORP DEL | FWONB | 919,376 | $55.0M | 4.70% |
| 11 | SMARTSHEET INC | 83200N103 | 1,292,832 | $50.9M | 4.35% |
| 12 | KEURIG DR PEPPER INC | KDP | 1,418,882 | $50.6M | 4.33% |
| 13 | SBA COMMUNICATIONS CORP NEW | SBAC | 179,487 | $50.3M | 4.30% |
| 14 | AMAZON COM INC | AMZN | 583,719 | $49.0M | 4.20% |
| 15 | Q2 HLDGS INC | QTWO | 1,792,273 | $48.2M | 4.12% |
| 16 | WYNDHAM HOTELS & RESORTS INC | WH | 623,973 | $44.5M | 3.81% |
| 17 | MARRIOTT VACATIONS WORLDWIDE | VAC | 322,177 | $43.4M | 3.71% |
| 18 | CHARTER COMMUNICATIONS INC N | 16119P108 | 110,981 | $37.6M | 3.22% |
| 19 | SKECHERS U S A INC | 830566105 | 838,573 | $35.2M | 3.01% |
| 20 | BLOOMIN BRANDS INC | BLMN | 1,636,115 | $32.9M | 2.82% |
| 21 | AIR PRODS & CHEMS INC | AIIR | 78,974 | $24.3M | 2.08% |
| 22 | AMAZON COM INC | AMZN | 159,700 | $13.4M | 1.15% |
| 23 | FARFETCH LTD | 30744W107 | 2,518,613 | $11.9M | 1.02% |
| 24 | TRAVEL PLUS LEISURE CO | 894164102 | 324,998 | $11.8M | 1.01% |
| 25 | WABTEC | 929740108 | 90,245 | $9.0M | 0.77% |
| 26 | UBER TECHNOLOGIES INC | UBER | 305,200 | $7.5M | 0.65% |
| 27 | WINGSTOP INC | WING | 43,999 | $6.1M | 0.52% |
| 28 | Q2 HLDGS INC | QTWO | 76,200 | $2.0M | 0.18% |
| 29 | PROCTER AND GAMBLE CO | 742718109 | 4,351 | $659,438 | 0.06% |
| 30 | PROGRESSIVE CORP | 743315103 | 2,997 | $388,741 | 0.03% |
| 31 | ROYAL BK CDA SUSTAINABL | 780087102 | 3,320 | $311,816 | 0.03% |
| 32 | MICROSOFT CORP | MSFT | 1,280 | $306,970 | 0.03% |
| 33 | ALPHABET INC | GOOG | 3,370 | $297,335 | 0.03% |
| 34 | DICKS SPORTING GOODS INC | 253393102 | 2,020 | $242,986 | 0.02% |
| 35 | EVERCORE INC | EVR | 2,209 | $240,958 | 0.02% |
| 36 | MASTERCARD INCORPORATED | MA | 691 | $240,281 | 0.02% |
| 37 | VISA INC | V | 1,102 | $228,952 | 0.02% |
| 38 | COUPANG INC | CPNG | 10,994 | $161,722 | 0.01% |