Investor

TREMBLANT CAPITAL GROUP

Portfolio Total Value

$966,140,000.00

Number of Stocks

46

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
GRAB $65,784,000.0 7.14%
Added 1.24%
13,937,392 $4.72 $3.9
Reduced 17.37%
$2.98 $5.72
$57,371,000.0 6.23%
Reduced 16.49%
403,709 $142.11 $nan
Reduced nan%
$nan $nan
SPOT $55,591,000.0 6.04%
Reduced 24.12%
124,260 $447.38 $518.0
Added 15.79%
$209.18 $510.84
AMZN $45,046,000.0 4.89%
Reduced 25.2%
205,325 $219.39 $263.99
Added 20.33%
$151.61 $235.44
ROKU $43,220,000.0 4.69%
No Change
581,383 $74.34 $115.22
Added 54.99%
$48.33 $99.8
SMAR $37,463,000.0 4.41%
No Change
676,729 $55.36 $0.0
Reduced 100.0%
$0.0 $0.0
MELI $40,169,000.0 4.36%
Added 0.5%
23,623 $1,700.44 $1,835.22
Added 7.93%
$1,324.99 $2,161.73
DASH $39,132,000.0 4.25%
Reduced 22.35%
233,279 $167.75 $176.78
Added 5.38%
$99.32 $181.78
SKX $34,696,000.0 3.77%
Added 0.54%
516,007 $67.24 $0.0
Reduced 100.0%
$0.0 $0.0
AVDX $33,410,000.0 3.63%
Added 2.34%
3,231,149 $10.34 $0.0
Reduced 100.0%
$0.0 $0.0
UBER $33,066,000.0 3.59%
Added 11.21%
548,183 $60.32 $74.64
Added 23.74%
$54.84 $87.0
DIS $29,732,000.0 3.23%
Reduced 21.44%
267,018 $111.35 $102.6
Reduced 7.86%
$83.91 $123.74
CHTR $29,405,000.0 3.19%
Reduced 20.97%
85,788 $342.77 $180.13
Reduced 47.45%
$236.08 $415.27
WH $28,440,000.0 3.09%
Reduced 7.73%
282,178 $100.79 $85.88
Reduced 14.79%
$67.67 $105.72
FIVN $26,585,000.0 2.89%
Added 24.32%
654,174 $40.64 $16.55
Reduced 59.28%
$26.6 $80.39
VRNS $26,581,000.0 2.89%
Added 2.27%
598,271 $44.43 $24.53
Reduced 44.79%
$41.13 $60.58
MNDY $26,030,000.0 2.83%
No Change
110,562 $235.44 $67.79
Reduced 71.21%
$174.75 $324.99
KDP $23,807,000.0 2.59%
Reduced 16.72%
741,215 $32.12 $29.22
Reduced 9.03%
$28.62 $38.28
CPNG $23,657,000.0 2.57%
Added 44.8%
1,076,311 $21.98 $20.51
Reduced 6.69%
$13.51 $26.91
VSCO $22,786,000.0 2.47%
Added 137.07%
550,135 $41.42 $52.78
Added 27.43%
$15.12 $48.73
PANW $22,107,000.0 2.4%
Added 75.06%
121,497 $181.96 $178.54
Reduced 1.88%
$130.05 $207.24
QTWO $21,965,000.0 2.39%
Reduced 45.31%
218,237 $100.65 $49.46
Reduced 50.86%
$40.6 $112.82
WAB $21,578,000.0 2.34%
Reduced 25.83%
113,817 $189.59 $267.06
Added 40.86%
$128.96 $207.51
GPS $21,300,000.0 2.31%
No Change
901,419 $23.63 $0.0
Reduced 100.0%
$0.0 $0.0
TCOM $20,439,000.0 2.22%
Added 220.27%
297,695 $68.66 $53.11
Reduced 22.65%
$35.9 $77.18
GOOGL $19,313,000.0 2.1%
Reduced 42.98%
102,026 $189.3 $344.4
Added 81.93%
$130.67 $202.29
ONON $15,147,000.0 1.65%
No Change
276,571 $54.77 $36.25
Reduced 33.81%
$26.03 $60.61
YUMC $15,203,000.0 1.65%
Reduced 19.11%
315,618 $48.17 $48.81
Added 1.33%
$28.5 $52.0
NCNO $12,902,000.0 1.4%
Added 4.64%
384,239 $33.58 $17.68
Reduced 47.35%
$28.09 $43.2
CSGP $12,447,000.0 1.35%
No Change
173,868 $71.59 $36.44
Reduced 49.1%
$68.26 $100.38
BBWI $6,891,000.0 0.75%
No Change
177,743 $38.77 $20.09
Reduced 48.18%
$26.21 $52.99
LGFB $6,423,000.0 0.7%
Reduced 18.15%
850,750 $7.55 $0.0
Reduced 100.0%
$0.0 $0.0
LGFA $4,519,000.0 0.49%
Reduced 33.62%
529,263 $8.54 $0.0
Reduced 100.0%
$0.0 $0.0
FIVE $4,123,000.0 0.49%
No Change
46,674 $88.35 $234.01
Added 164.87%
$64.87 $212.01
MTCH $4,228,000.0 0.46%
No Change
129,271 $32.71 $36.75
Added 12.35%
$27.66 $39.91
APD $3,744,000.0 0.44%
No Change
12,576 $297.74 $301.76
Added 1.35%
$212.24 $337.0
BIDU $3,903,000.0 0.42%
Reduced 62.88%
46,304 $84.31 $128.71
Added 52.66%
$77.19 $116.25
EL $3,781,000.0 0.41%
No Change
50,429 $74.98 $77.82
Added 3.79%
$62.29 $159.75
EVR $3,671,000.0 0.4%
Added 15.0%
13,245 $277.19 $344.3
Added 24.21%
$168.04 $324.06
PG $3,613,000.0 0.39%
Added 15.03%
21,553 $167.65 $148.18
Reduced 11.61%
$152.06 $180.43
FB $3,223,000.0 0.35%
Added 14.66%
5,506 $585.51 $43.66
Reduced 92.54%
$0.0 $0.0
PGR $2,995,000.0 0.33%
Added 20.9%
12,501 $239.61 $200.89
Reduced 16.16%
$175.5 $270.62
EMN $2,933,000.0 0.32%
Added 14.96%
32,128 $91.32 $72.0
Reduced 21.16%
$80.71 $114.5
MA $2,631,000.0 0.29%
Added 14.69%
4,998 $526.57 $504.17
Reduced 4.25%
$428.86 $537.7
V $2,564,000.0 0.28%
Added 14.76%
8,116 $316.04 $309.42
Reduced 2.09%
$252.7 $325.74
RY $2,526,000.0 0.27%
Added 14.84%
20,960 $120.54 $175.33
Added 45.45%
$93.97 $128.05

Put Options

Stock Options % Change
KRE 175,100 0.0%
TSLA 8,900 0.0%

Call Options

Stock Options % Change
KDP 94,200 0.0%
UBER 71,200 0.0%
AMZN 56,900 0.0%
SMAR 42,100 0.0%