HoldingsChannel.com
Tremblant Capital Group Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VIACOMCBS INC      $228,840
     CBS3,689,643+1,730,073$154,854
     Call1,762,829+1,342,829$73,986
SPOTIFY TECHNOLOGY S A 1,075,689 +66,682 $160,869
     SPOT1,075,689+66,682$160,869
AMAZON COM INC 77,640 +10,066 $143,466
     AMZN77,640+10,066$143,466
FARFETCH LTD 11,550,374 +11,550,374 $119,546
     FTCH11,550,374+11,550,374$119,546
MONDELEZ INTL INC      $115,715
     Call1,058,800+847,600$58,319
     MDLZ1,042,052-38,476$57,396
MELCO RESORTS AND ENTMT LTD      $107,613
     Call2,509,300+2,509,300$60,650
     MLCO1,943,032-985,263$46,963
PALO ALTO NETWORKS INC 445,414 +29,191 $103,002
     PANW445,414+29,191$103,002
RESTAURANT BRANDS INTL INC 1,543,656 +473,538 $98,439
     QSR1,543,656+473,538$98,439
SKECHERS U S A INC 2,275,205 -355,539 $98,266
     SKX2,275,205-355,539$98,266
REALOGY HLDGS CORP      $95,896
     RLGY9,631,624+187,819$93,234
     Call275,000-52,100$2,662
WYNDHAM HOTELS & RESORTS INC 1,406,467 -255,927 $88,340
     WH1,406,467-255,927$88,340
Q2 HLDGS INC 1,063,545 +487,512 $86,232
     QTWO1,063,545+487,512$86,232
TWITTER INC 2,561,428 +178,516 $82,094
     TWTR2,561,428+178,516$82,094
FIVE9 INC 1,185,029 +181,697 $77,714
     FIVN1,185,029+181,697$77,714
SMARTSHEET INC 1,461,662 +881,635 $65,658
     SMAR1,461,662+881,635$65,658
ROYAL CARIBBEAN CRUISES LTD 459,459 +109,230 $61,342
     RCL459,459+109,230$61,342
PROOFPOINT INC 500,690 -11,186 $57,469
     PFPT500,690-11,186$57,469
PROS HOLDINGS INC 914,041 +665,261 $54,769
     PRO914,041+665,261$54,769
VARONIS SYS INC 573,994 +28,301 $44,605
     VRNS573,994+28,301$44,605
EDGEWELL PERS CARE CO 1,105,214 +628,700 $34,217
     EPC1,105,214+628,700$34,217
PROCTER & GAMBLE CO 234,180 +19,235 $29,249
     PG234,180+19,235$29,249
YUM CHINA HLDGS INC 415,821 +51,301 $19,964
     YUMC415,821+51,301$19,964
NORWEGIAN CRUISE LINE HLDG L 276,885 -341,430 $16,173
     NCLH276,885-341,430$16,173
MICHAELS COS INC      $7,851
     Call872,200-1,221,300$7,056
     MIK98,234+1,960$795
FIVE BELOW INC 47,583 +47,583 $6,084
     FIVE47,583+47,583$6,084

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 12/31/2019: $2,008,933
At 09/30/2019: $1,739,601

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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