13F HOLDINGS REPORT
TREMBLANT CAPITAL GROUP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001214659-23-007017
Total Value
$943.7M
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 263,923 | $55.9M | 5.93% |
| 2 | SPOTIFY TECHNOLOGY S A | SPOT | 410,077 | $54.8M | 5.81% |
| 3 | UBER TECHNOLOGIES INC | UBER | 1,670,269 | $52.9M | 5.61% |
| 4 | DOORDASH INC | DASH | 761,501 | $48.4M | 5.13% |
| 5 | PALO ALTO NETWORKS INC | PANW | 237,642 | $47.5M | 5.03% |
| 6 | FIVE BELOW INC | FIVE | 229,253 | $47.2M | 5.00% |
| 7 | AMAZON COM INC | AMZN | 445,900 | $46.1M | 4.88% |
| 8 | CHARTER COMMUNICATIONS INC N | 16119P108 | 126,450 | $45.2M | 4.79% |
| 9 | AMAZON COM INC | AMZN | 434,800 | $44.9M | 4.76% |
| 10 | FIVE9 INC | FIVN | 609,258 | $44.0M | 4.67% |
| 11 | KEURIG DR PEPPER INC | KDP | 1,241,191 | $43.8M | 4.64% |
| 12 | BLOOMIN BRANDS INC | BLMN | 1,497,727 | $38.4M | 4.07% |
| 13 | GRAB HOLDINGS LIMITED | GRABW | 12,290,983 | $37.0M | 3.92% |
| 14 | T-MOBILE US INC | TMUSZ | 231,465 | $33.5M | 3.55% |
| 15 | SMARTSHEET INC | 83200N103 | 674,390 | $32.2M | 3.42% |
| 16 | LIBERTY MEDIA CORP DEL | FWONB | 422,206 | $31.6M | 3.35% |
| 17 | Q2 HLDGS INC | QTWO | 1,203,601 | $29.6M | 3.14% |
| 18 | WYNDHAM HOTELS & RESORTS INC | WH | 426,199 | $28.9M | 3.06% |
| 19 | SBA COMMUNICATIONS CORP NEW | SBAC | 101,937 | $26.6M | 2.82% |
| 20 | MARRIOTT VACATIONS WORLDWIDE | VAC | 195,567 | $26.4M | 2.79% |
| 21 | VARONIS SYS INC | VRNS | 948,143 | $24.7M | 2.61% |
| 22 | AIR PRODS & CHEMS INC | AIIR | 85,206 | $24.5M | 2.59% |
| 23 | WABTEC | 929740108 | 225,682 | $22.8M | 2.42% |
| 24 | SKECHERS U S A INC | 830566105 | 372,570 | $17.7M | 1.88% |
| 25 | FARFETCH LTD | 30744W107 | 2,563,473 | $12.6M | 1.33% |
| 26 | TRAVEL PLUS LEISURE CO | 894164102 | 298,214 | $11.7M | 1.24% |
| 27 | KEURIG DR PEPPER INC | KDP | 157,900 | $5.6M | 0.59% |
| 28 | BLOOMIN BRANDS INC | BLMN | 114,100 | $2.9M | 0.31% |
| 29 | FARFETCH LTD | 30744W107 | 320,600 | $1.6M | 0.17% |
| 30 | PROCTER AND GAMBLE CO | 742718109 | 4,822 | $716,983 | 0.08% |
| 31 | WINGSTOP INC | WING | 3,868 | $710,088 | 0.08% |
| 32 | MICROSOFT CORP | MSFT | 1,958 | $564,491 | 0.06% |
| 33 | PROGRESSIVE CORP | 743315103 | 3,237 | $463,085 | 0.05% |
| 34 | ALPHABET INC | GOOG | 4,439 | $460,457 | 0.05% |
| 35 | ROYAL BK CDA SUSTAINABL | 780087102 | 3,837 | $369,506 | 0.04% |
| 36 | MASTERCARD INCORPORATED | MA | 794 | $288,548 | 0.03% |
| 37 | VISA INC | V | 1,278 | $288,138 | 0.03% |
| 38 | DICKS SPORTING GOODS INC | 253393102 | 2,020 | $286,618 | 0.03% |
| 39 | EVERCORE INC | EVR | 2,267 | $261,566 | 0.03% |
| 40 | COUPANG INC | CPNG | 11,614 | $185,824 | 0.02% |