Tremblant Capital Group Top Holdings and 13F Report (2024) → Biden Nomination CANCELED? (From The Freeport Society) (Ad) About Tremblant Capital GroupInvestment ActivityTremblant Capital Group has $926.83 million in total holdings as of March 31, 2024.Tremblant Capital Group owns shares of 39 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 16.09% of the portfolio was purchased this quarter.About 19.00% of the portfolio was sold this quarter.This quarter, Tremblant Capital Group has purchased 37 new stocks and bought additional shares in 20 stocks.Tremblant Capital Group sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Keurig Dr Pepper $65,322,285Spotify Technology $61,103,934Uber Technologies $56,966,441TKO GROUP HOLDINGS INC $56,478,440Amazon.com $51,938,798 Largest New Holdings this Quarter MercadoLibre $30,963,429 HoldingLions Gate Entertainment $12,344,436 HoldingLions Gate Entertainment $9,236,983 HoldingMarriott Vacations Worldwide $5,628,031 HoldingEastman Chemical $2,233,503 Holding Largest Purchases this Quarter MercadoLibre 20,479 shares (about $30.96M)Keurig Dr Pepper 951,697 shares (about $29.19M)Walt Disney 198,559 shares (about $24.30M)Lions Gate Entertainment 1,325,933 shares (about $12.34M)Lions Gate Entertainment 928,340 shares (about $9.24M) Largest Sales this Quarter Palo Alto Networks 126,712 shares (about $36.00M)Air Products and Chemicals 114,677 shares (about $27.78M)Amazon.com 124,381 shares (about $22.44M)Spotify Technology 70,095 shares (about $18.50M)Uber Technologies 220,669 shares (about $16.99M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTremblant Capital Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKDPKeurig Dr Pepper$65,322,285$29,188,547 ▲80.8%2,129,8437.0%Consumer StaplesSPOTSpotify Technology$61,103,934$18,498,071 ▼-23.2%231,5426.6%Business ServicesUBERUber Technologies$56,966,441$16,989,306 ▼-23.0%739,9206.1%Computer and TechnologyTKO GROUP HOLDINGS INC$56,478,440$6,467,529 ▲12.9%653,6106.1%CL AAMZNAmazon.com$51,938,798$22,435,845 ▼-30.2%287,9415.6%Retail/WholesaleDISWalt Disney$45,336,215$24,295,679 ▲115.5%370,5154.9%Consumer DiscretionaryFIVNFive9$42,735,779$9,102,842 ▲27.1%688,0664.6%Computer and TechnologyDOORDASH INC$42,259,520$13,655,351 ▼-24.4%306,8514.6%CL AGRABGrab$41,010,749$1,245,757 ▲3.1%13,060,7484.4%Business ServicesQTWOQ2$38,477,284$12,752,528 ▼-24.9%732,0644.2%Computer and TechnologyMETAMeta Platforms$38,024,799$1,665,539 ▲4.6%78,3084.1%Computer and TechnologyDKNGDraftKings$37,967,301$7,217,284 ▼-16.0%836,1004.1%Consumer DiscretionaryWHWyndham Hotels & Resorts$35,529,571$87,035 ▼-0.2%462,9263.8%Consumer DiscretionaryWABWestinghouse Air Brake Technologies$33,467,795$1,362,691 ▼-3.9%229,7353.6%TransportationMELIMercadoLibre$30,963,429$30,963,429 ▲New Holding20,4793.3%Retail/WholesaleSMARSmartsheet$29,656,820$2,739,506 ▲10.2%770,3073.2%Computer and TechnologyVRNSVaronis Systems$29,627,477$45,849 ▲0.2%628,1003.2%Computer and TechnologyBLMNBloomin' Brands$28,948,990$4,754,255 ▼-14.1%1,009,3793.1%Retail/WholesaleAVDXAvidXchange$28,458,480$3,643,983 ▲14.7%2,164,1433.1%Computer and TechnologyCHTRCharter Communications$28,169,313$4,043,535 ▼-12.6%96,9253.0%Consumer DiscretionaryYUMCYum China$23,978,170$2,689,326 ▲12.6%602,6182.6%Retail/WholesaleFIVEFive Below$16,859,452$8,495,113 ▼-33.5%92,9511.8%Retail/WholesaleTNLTravel + Leisure$13,047,987$212,927 ▲1.7%266,5031.4%Consumer DiscretionaryLGF.BLions Gate Entertainment$12,344,436$12,344,436 ▲New Holding1,325,9331.3%Consumer DiscretionaryLGF.ALions Gate Entertainment$9,236,983$9,236,983 ▲New Holding928,3401.0%Consumer DiscretionaryVACMarriott Vacations Worldwide$5,628,031$5,628,031 ▲New Holding52,2420.6%Consumer DiscretionarySKXSkechers U.S.A.$4,822,448$431,760 ▲9.8%78,7210.5%Consumer DiscretionaryCPNGCoupang$2,253,851$1,222,511 ▲118.5%126,6920.2%Retail/WholesaleEMNEastman Chemical$2,233,503$2,233,503 ▲New Holding22,2860.2%Basic MaterialsAPDAir Products and Chemicals$2,024,166$27,782,799 ▼-93.2%8,3550.2%Basic MaterialsPGRProgressive$1,777,825$884,362 ▲99.0%8,5960.2%FinancePGProcter & Gamble$1,663,387$717,145 ▲75.8%10,2520.2%Consumer StaplesGOOGLAlphabet$1,421,006$613,983 ▲76.1%9,4150.2%Computer and TechnologyRYRoyal Bank of Canada$1,355,293$566,379 ▲71.8%13,4290.1%FinanceEVREvercore$1,341,967$648,258 ▲93.4%6,9680.1%FinanceMAMastercard$1,322,391$704,055 ▲113.9%2,7460.1%Business ServicesVVisa$1,287,117$709,142 ▲122.7%4,6120.1%Business ServicesTSLATesla$896,529$896,529 ▲New Holding5,1000.1%Auto/Tires/TrucksPANWPalo Alto Networks$894,441$36,002,671 ▼-97.6%3,1480.1%Computer and TechnologyMSFTMicrosoft$0$822,399 ▼-100.0%00.0%Computer and TechnologyELEstée Lauder Companies$0$405,844 ▼-100.0%00.0%Consumer StaplesGOOSCanada Goose$0$378,276 ▼-100.0%00.0%Retail/WholesalePYPLPayPal$0$377,733 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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