HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AMAZON COM INC |
$62,648 | ||
| AMZN | 341,622 | -3,394 | $51,906 |
| Call | 70,700 | -229,100 | $10,742 |
 UBER TECHNOLOGIES INC |
960,589 | -56,465 | $59,143 |
| UBER | 960,589 | -56,465 | $59,143 |
| SPOTIFY TECHNOLOGY S A |
301,637 | -56,293 | $56,681 |
| SPOT | 301,637 | -56,293 | $56,681 |
| TKO GROUP HOLDINGS INC |
578,763 | +125,843 | $47,215 |
| TKO | 578,763 | +125,843 | $47,215 |
| CHARTER COMMUNICATIONS INC N |
110,838 | +15,760 | $43,081 |
| CHTR | 110,838 | +15,760 | $43,081 |
| GRAB HOLDINGS LIMITED |
12,664,010 | +2,098,590 | $42,678 |
| GRAB | 12,664,010 | +2,098,590 | $42,678 |
| FIVE9 INC |
541,506 | -27,535 | $42,611 |
| FIVN | 541,506 | -27,535 | $42,611 |
| Q2 HLDGS INC |
974,692 | -525,334 | $42,311 |
| QTWO | 974,692 | -369,334 | $42,311 |
| DOORDASH INC |
406,004 | -88,363 | $40,150 |
| DASH | 406,004 | -88,363 | $40,150 |
| KEURIG DR PEPPER INC |
1,178,146 | -1,382,949 | $39,256 |
| KDP | 1,178,146 | +22,451 | $39,256 |
| PALO ALTO NETWORKS INC |
129,860 | -75,262 | $38,293 |
| PANW | 129,860 | -1,262 | $38,293 |
| WYNDHAM HOTELS & RESORTS INC |
464,060 | +102,463 | $37,315 |
| WH | 464,060 | +102,463 | $37,315 |
| DRAFTKINGS INC NEW |
995,036 | -76,375 | $35,075 |
| DKNG | 995,036 | +416,725 | $35,075 |
| AIR PRODS & CHEMS INC |
123,032 | +17,514 | $33,686 |
| APD | 123,032 | +17,514 | $33,686 |
| SMARTSHEET INC |
699,151 | -23,639 | $33,433 |
| SMAR | 699,151 | -23,639 | $33,433 |
| BLOOMIN BRANDS INC |
1,175,148 | -179,367 | $33,080 |
| BLMN | 1,175,148 | -179,367 | $33,080 |
| WABTEC |
239,089 | +22,168 | $30,340 |
| WAB | 239,089 | +22,168 | $30,340 |
| FIVE BELOW INC |
139,787 | -83,578 | $29,797 |
| FIVE | 139,787 | -83,578 | $29,797 |
| VARONIS SYS INC |
627,128 | -771,946 | $28,396 |
| VRNS | 627,128 | -771,946 | $28,396 |
| META PLATFORMS INC |
74,878 | -29,711 | $26,504 |
| META | 74,878 | -29,711 | $26,504 |
| AVIDXCHANGE HOLDINGS INC |
1,887,034 | +381,260 | $23,380 |
| AVDX | 1,887,034 | +381,260 | $23,380 |
| YUM CHINA HLDGS INC |
535,030 | +116 | $22,701 |
| YUMC | 535,030 | +116 | $22,701 |
| DISNEY WALT CO |
171,956 | +171,956 | $15,526 |
| DIS | 171,956 | +171,956 | $15,526 |
| TRAVEL PLUS LEISURE CO |
262,154 | +6,363 | $10,248 |
| TNL | 262,154 | +6,363 | $10,248 |
| SKECHERS U S A INC |
71,673 | -2,512 | $4,468 |
| SKX | 71,673 | -2,512 | $4,468 |
| COUPANG INC |
57,973 | +39,254 | $939 |
| CPNG | 57,973 | +39,254 | $939 |
| PROCTER AND GAMBLE CO |
5,832 | +732 | $855 |
| PG | 5,832 | +732 | $855 |
| MICROSOFT CORP |
2,187 | UNCH | $822 |
| MSFT | 2,187 | UNCH | $822 |
| ROYAL BK CDA |
7,817 | +1,440 | $791 |
| RY | 7,817 | +1,440 | $791 |
| ALPHABET INC |
5,347 | +622 | $747 |
| GOOGL | 5,347 | +622 | $747 |
| PROGRESSIVE CORP |
4,320 | +16 | $688 |
| PGR | 4,320 | +16 | $688 |
| EVERCORE INC |
3,602 | +536 | $616 |
| EVR | 3,602 | +536 | $616 |
| MASTERCARD INCORPORATED |
1,284 | +242 | $548 |
| MA | 1,284 | +242 | $548 |
| VISA INC |
2,071 | +324 | $539 |
| V | 2,071 | +324 | $539 |
| LAUDER ESTEE COS INC |
2,775 | +2,775 | $406 |
| EL | 2,775 | +2,775 | $406 |
| CANADA GOOSE HLDGS INC |
31,922 | +31,922 | $378 |
| GOOS | 31,922 | +31,922 | $378 |
See Full List: All Stocks Held By Tremblant Capital Group
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Tremblant Capital Group
|
Size ($ in 1000's)
At 12/31/2023: $885,723 At 09/30/2023: $952,425 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 |
