HoldingsChannel.com
Tremblant Capital Group Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
SKECHERS U S A INC      $185,933
     SKX4,335,594+311,333$136,051
     Call1,589,600+1,089,600$49,882
PALO ALTO NETWORKS INC      $163,370
     PANW458,424-169,077$105,286
     Call252,900+18,800$58,084
FARFETCH LTD      $151,236
     FTCH8,169,230-5,184,437$141,083
     Call587,900-1,012,100$10,153
SPOTIFY TECHNOLOGY S A 537,989 -110,551 $138,903
     SPOT537,989-110,551$138,903
RESTAURANT BRANDS INTL INC 2,494,800 +703,106 $136,291
     QSR2,494,800+703,106$136,291
Q2 HLDGS INC 1,310,528 +224,478 $112,430
     QTWO1,310,528+224,478$112,430
TWITTER INC 3,573,298 +495,329 $106,449
     TWTR3,573,298+495,329$106,449
PROS HOLDINGS INC 2,355,383 +202,979 $104,650
     PRO2,355,383+202,979$104,650
LIBERTY MEDIA CORP DEL 3,222,745 +3,222,745 $102,193
     FWONK3,222,745+3,222,745$102,193
FOX CORP 3,655,193 +1,605,814 $98,032
     FOXA3,655,193+1,605,814$98,032
AMAZON COM INC 27,495 -31,427 $75,854
     AMZN27,495-31,427$75,854
MELCO RESORTS AND ENTMNT LTD      $74,936
     MLCO4,228,358-114,533$65,624
     Call600,000+600,000$9,312
SBA COMMUNICATIONS CORP NEW 245,392 +99,269 $73,107
     SBAC245,392+99,269$73,107
CYRUSONE INC 975,208 -18,761 $70,946
     CONE975,208-18,761$70,946
CHARTER COMMUNICATIONS INC N 136,705 +46,741 $69,725
     CHTR136,705+46,741$69,725
WYNDHAM HOTELS & RESORTS INC 1,530,556 +426,529 $65,232
     WH1,530,556+536,229$65,232
VARONIS SYS INC 670,805 -55,314 $59,353
     VRNS670,805-55,314$59,353
FIVE BELOW INC      $58,705
     FIVE434,508+249,098$46,453
     Call114,600+114,600$12,252
VERRA MOBILITY CORP 5,678,047 +5,678,047 $58,370
     VRRM5,678,047+5,678,047$58,370
YUM CHINA HLDGS INC 1,199,223 +357,427 $57,647
     YUMC1,199,223+357,427$57,647
MARRIOTT VACTINS WORLDWID CO 684,137 +684,137 $56,243
     VAC684,137+684,137$56,243
PROCTER AND GAMBLE CO 414,114 +46,613 $49,516
     PG414,114+46,613$49,516
REALOGY HLDGS CORP 6,480,834 +3,534,061 $48,023
     RLGY6,480,834+3,534,061$48,023
MONDELEZ INTL INC 893,965 -349,527 $45,708
     MDLZ893,965-489,027$45,708
KEURIG DR PEPPER INC 1,558,187 +1,152,420 $44,253
     KDP1,558,187+1,152,420$44,253
EDGEWELL PERS CARE CO 1,327,034 -261,503 $41,350
     EPC1,327,034-79,503$41,350
SMARTSHEET INC 725,222 -342,285 $36,928
     SMAR725,222-342,285$36,928
ROYAL CARIBBEAN CRUISES LTD      $27,875
     RCL413,281+413,281$20,788
     Call140,900+33,400$7,087
WEX INC 142,967 +142,967 $23,591
     WEX142,967+142,967$23,591
WYNDHAM DESTINATIONS INC 648,736 +648,736 $18,281
     WYND648,736+648,736$18,281
CERIDIAN HCM HLDG INC 186,743 -111,901 $14,803
     CDAY186,743-111,901$14,803
WINGSTOP INC 9,435 -167,789 $1,311
     WING9,435-167,789$1,311
CHEWY INC 22,806 -165,100 $1,019
     CHWY22,806-165,100$1,019
STARBUCKS CORP 7,675 -69,525 $565
     SBUX7,675-69,525$565

See Full List: All Stocks Held By Tremblant Capital Group
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Tremblant Capital Group

Size ($ in 1000's)
At 06/30/2020: $2,376,674
At 03/31/2020: $1,589,183

Tremblant Capital Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tremblant Capital Group 13F filings. Link to 13F filings: SEC filings

Tremblant Capital Group Top Holdings 13F Filings | www.HoldingsChannel.com

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