13F HOLDINGS REPORT
TREMBLANT CAPITAL GROUP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001214659-23-014936
Total Value
$952.4M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPOTIFY TECHNOLOGY S A | SPOT | 357,930 | $55.4M | 5.81% |
| 2 | UBER TECHNOLOGIES INC | UBER | 1,017,054 | $46.8M | 4.91% |
| 3 | KEURIG DR PEPPER INC | KDP | 1,405,400 | $44.4M | 4.66% |
| 4 | AMAZON COM INC | AMZN | 345,016 | $43.9M | 4.60% |
| 5 | Q2 HLDGS INC | QTWO | 1,344,026 | $43.4M | 4.55% |
| 6 | VARONIS SYS INC | VRNS | 1,399,074 | $42.7M | 4.49% |
| 7 | CHARTER COMMUNICATIONS INC N | 16119P108 | 95,078 | $41.8M | 4.39% |
| 8 | DOORDASH INC | DASH | 494,367 | $39.3M | 4.12% |
| 9 | AMAZON COM INC | AMZN | 299,800 | $38.1M | 4.00% |
| 10 | TKO GROUP HOLDINGS INC | TKO | 452,920 | $38.1M | 4.00% |
| 11 | GRAB HOLDINGS LIMITED | GRABW | 10,565,420 | $37.4M | 3.93% |
| 12 | FIVE9 INC | FIVN | 569,041 | $36.6M | 3.84% |
| 13 | KEURIG DR PEPPER INC | KDP | 1,155,695 | $36.5M | 3.83% |
| 14 | FIVE BELOW INC | FIVE | 223,365 | $35.9M | 3.77% |
| 15 | BLOOMIN BRANDS INC | BLMN | 1,354,515 | $33.3M | 3.50% |
| 16 | META PLATFORMS INC | META | 104,589 | $31.4M | 3.30% |
| 17 | PALO ALTO NETWORKS INC | PANW | 131,122 | $30.7M | 3.23% |
| 18 | AIR PRODS & CHEMS INC | AIIR | 105,518 | $29.9M | 3.14% |
| 19 | YUM CHINA HLDGS INC | YUMC | 534,914 | $29.8M | 3.13% |
| 20 | SMARTSHEET INC | 83200N103 | 722,790 | $29.2M | 3.07% |
| 21 | WYNDHAM HOTELS & RESORTS INC | WH | 361,597 | $25.1M | 2.64% |
| 22 | WABTEC | 929740108 | 216,921 | $23.1M | 2.42% |
| 23 | SBA COMMUNICATIONS CORP NEW | SBAC | 96,864 | $19.4M | 2.04% |
| 24 | LIBERTY MEDIA CORP DEL | FWONB | 291,089 | $18.1M | 1.90% |
| 25 | PALO ALTO NETWORKS INC | PANW | 74,000 | $17.3M | 1.82% |
| 26 | DRAFTKINGS INC NEW | DKNG | 578,311 | $17.0M | 1.79% |
| 27 | DRAFTKINGS INC NEW | DKNG | 493,100 | $14.5M | 1.52% |
| 28 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 1,505,774 | $14.3M | 1.50% |
| 29 | TRAVEL PLUS LEISURE CO | 894164102 | 255,791 | $9.4M | 0.99% |
| 30 | FARFETCH LTD | 30744W107 | 4,073,935 | $8.5M | 0.89% |
| 31 | ZOOMINFO TECHNOLOGIES INC | GTM | 446,647 | $7.3M | 0.77% |
| 32 | Q2 HLDGS INC | QTWO | 156,000 | $5.0M | 0.53% |
| 33 | SKECHERS U S A INC | 830566105 | 74,185 | $3.6M | 0.38% |
| 34 | PROCTER AND GAMBLE CO | 742718109 | 5,100 | $743,886 | 0.08% |
| 35 | MICROSOFT CORP | MSFT | 2,187 | $690,545 | 0.07% |
| 36 | ALPHABET INC | GOOG | 4,725 | $618,314 | 0.06% |
| 37 | PROGRESSIVE CORP | 743315103 | 4,304 | $599,547 | 0.06% |
| 38 | ROYAL BK CDA | 780087102 | 6,377 | $557,318 | 0.06% |
| 39 | EVERCORE INC | EVR | 3,066 | $422,740 | 0.04% |
| 40 | MASTERCARD INCORPORATED | MA | 1,042 | $412,538 | 0.04% |
| 41 | VISA INC | V | 1,747 | $401,827 | 0.04% |
| 42 | PAYPAL HLDGS INC | PYPL | 5,469 | $319,718 | 0.03% |
| 43 | COUPANG INC | CPNG | 18,719 | $318,223 | 0.03% |