13F HOLDINGS REPORT
TREMBLANT CAPITAL GROUP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001214659-24-009123
Total Value
$926.8M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPOTIFY TECHNOLOGY S A | SPOT | 231,542 | $61.1M | 6.59% |
| 2 | UBER TECHNOLOGIES INC | UBER | 739,920 | $57.0M | 6.15% |
| 3 | TKO GROUP HOLDINGS INC | TKO | 653,610 | $56.5M | 6.09% |
| 4 | AMAZON COM INC | AMZN | 269,341 | $48.6M | 5.24% |
| 5 | DISNEY WALT CO | 254687106 | 370,515 | $45.3M | 4.89% |
| 6 | DOORDASH INC | DASH | 306,851 | $42.3M | 4.56% |
| 7 | GRAB HOLDINGS LIMITED | GRABW | 13,060,748 | $41.0M | 4.42% |
| 8 | Q2 HLDGS INC | QTWO | 732,064 | $38.5M | 4.15% |
| 9 | FIVE9 INC | FIVN | 613,066 | $38.1M | 4.11% |
| 10 | META PLATFORMS INC | META | 78,308 | $38.0M | 4.10% |
| 11 | DRAFTKINGS INC NEW | DKNG | 836,100 | $38.0M | 4.10% |
| 12 | KEURIG DR PEPPER INC | KDP | 1,208,443 | $37.1M | 4.00% |
| 13 | WYNDHAM HOTELS & RESORTS INC | WH | 462,926 | $35.5M | 3.83% |
| 14 | WABTEC | 929740108 | 229,735 | $33.5M | 3.61% |
| 15 | MERCADOLIBRE INC | MELI | 20,479 | $31.0M | 3.34% |
| 16 | SMARTSHEET INC | 83200N103 | 770,307 | $29.7M | 3.20% |
| 17 | VARONIS SYS INC | VRNS | 628,100 | $29.6M | 3.20% |
| 18 | BLOOMIN BRANDS INC | BLMN | 1,009,379 | $28.9M | 3.12% |
| 19 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 2,164,143 | $28.5M | 3.07% |
| 20 | KEURIG DR PEPPER INC | KDP | 921,400 | $28.3M | 3.05% |
| 21 | CHARTER COMMUNICATIONS INC N | 16119P108 | 96,925 | $28.2M | 3.04% |
| 22 | YUM CHINA HLDGS INC | YUMC | 602,618 | $24.0M | 2.59% |
| 23 | FIVE BELOW INC | FIVE | 92,951 | $16.9M | 1.82% |
| 24 | TRAVEL PLUS LEISURE CO | 894164102 | 266,503 | $13.0M | 1.41% |
| 25 | LIONS GATE ENTMNT CORP | 535919500 | 1,325,933 | $12.3M | 1.33% |
| 26 | LIONS GATE ENTMNT CORP | 535919401 | 928,340 | $9.2M | 1.00% |
| 27 | MARRIOTT VACATIONS WORLDWIDE | VAC | 52,242 | $5.6M | 0.61% |
| 28 | SKECHERS U S A INC | 830566105 | 78,721 | $4.8M | 0.52% |
| 29 | FIVE9 INC | FIVN | 75,000 | $4.7M | 0.50% |
| 30 | AMAZON COM INC | AMZN | 18,600 | $3.4M | 0.36% |
| 31 | COUPANG INC | CPNG | 126,692 | $2.3M | 0.24% |
| 32 | EASTMAN CHEM CO | EMN | 22,286 | $2.2M | 0.24% |
| 33 | AIR PRODS & CHEMS INC | AIIR | 8,355 | $2.0M | 0.22% |
| 34 | PROGRESSIVE CORP | 743315103 | 8,596 | $1.8M | 0.19% |
| 35 | PROCTER AND GAMBLE CO | 742718109 | 10,252 | $1.7M | 0.18% |
| 36 | ALPHABET INC | GOOG | 9,415 | $1.4M | 0.15% |
| 37 | ROYAL BK CDA | 780087102 | 13,429 | $1.4M | 0.15% |
| 38 | EVERCORE INC | EVR | 6,968 | $1.3M | 0.14% |
| 39 | MASTERCARD INCORPORATED | MA | 2,746 | $1.3M | 0.14% |
| 40 | VISA INC | V | 4,612 | $1.3M | 0.14% |
| 41 | TESLA INC | TSLA | 5,100 | $896,529 | 0.10% |
| 42 | PALO ALTO NETWORKS INC | PANW | 3,148 | $894,441 | 0.10% |