DJ CFA SOURCE: SEC 13F-HR
FILER: Tremblant Capital Group
QUARTER ENDED: 09/30/2013
SEC RECEIVED: 11/14/2013
The following sets forth up to 200 of the largest holdings of
Tremblant Capital Group as of Sep. 30, according to a Form 13F
filed with the Securities and Exchange Commission.
As of Sep. 30, Tremblant Capital Group held 41 positions valued
at $2,076,787,985.
Up to 200 of the largest holdings of Tremblant Capital Group are
listed below in order of dollar value as of Sep. 30.
Company Name Value Holdings Change
PROCTER & GAMBLE CO COM $118,163,724 1,563,219 146,150
ROYAL CARIBBEAN CRUISES LTD C $98,928,765 2,584,346 487,942
VISA INC CL A $94,135,478 492,598 115,642
OSI SYSTEMS INC COM $79,266,022 1,065,690 (536,563)
EXPRESS SCRIPTS HOLDING CO CO $78,017,247 1,262,415 173,926
IMAX CORP COM $73,001,719 2,414,078 112,925
FACEBOOK INC CL A $70,955,049 1,412,603 (917,796)
AMAZON.COM INC COM $70,069,502 224,122 (91,500)
DUNKIN BRANDS GROUP INC COM $69,906,650 1,544,557 68,147
SODASTREAM INTERNATIONAL LTD $67,983,338 1,090,088 491,225
CHARTER COMMUNICATIONS INC CL $67,091,748 497,861 (40,864)
FORTINET INC COM $65,798,463 3,247,703 700,581
GENERAL MOTORS CO COM $64,172,566 1,784,058 1,235,330
ZOETIS INC CL A $62,705,586 2,014,961 2,014,961 *
RED HAT INC COM $60,693,110 1,315,412 112,506
ADT CORP COM $60,351,841 1,484,305 808,767
ELLIE MAE INC COM $60,234,785 1,881,749 258,647
HOME INNS & HOTELS MGT INC AD $58,638,205 1,766,211 110,258
TRANSDIGM GROUP INC COM $58,226,954 419,805 23,344
WYNDHAM WORLDWIDE CORP COM $56,637,045 928,933 132,053
TILE SHOP HOLDINGS INC COM $56,566,627 1,918,163 859,620
CBS CORP CL B $55,309,649 1,002,713 (232,177)
UNION PACIFIC CORP COM $50,919,209 327,792 (60,595)
YOUKU TUDOU INC ADR A $49,149,271 1,793,769 (608,387)
SBA COMMUNICATIONS CORP COM $44,927,577 558,384 558,384 *
MELCO CROWN ENTERTAINMENT LTD $44,422,203 1,395,608 (685,087)
SPRINT CORP COM $44,401,172 7,139,600 7,139,600 *
AON PLC CL A $41,903,020 562,910 90,431
AIR PRODUCTS & CHEMICALS INC $41,400,100 388,478 388,478 *
FIVE BELOW INC COM $40,845,935 934,262 934,262 *
SEARS HOMETOWN & OUTLET STORES $29,825,791 939,395 939,395 *
TOWERS WATSON & CO CL A $29,084,242 271,917 (40,422)
ABERCROMBIE & FITCH CO CL A $24,896,236 703,880 703,880 *
CAESARSTONE SDOT YAM LTD COM $21,872,498 478,820 (256,575)
TAYLOR MORRISON HOME CORP CL $21,527,511 950,442 258,884
KINDER MORGAN INC COM CL P $19,841,586 557,818 (280,656)
UNITED PARCEL SERVICE INC CL $13,930,362 152,461 (63,235)
BONA FILM GROUP LTD ADR $6,671,222 1,270,709 (172,437)
NORWEGIAN CRUISE LINE HOLDINGS $4,315,977 139,902 7,631
FIFTH & PACIFIC COS INC COM $0 0 (740,560)
GOOGLE INC CL A $0 0 (43,777)
JOY GLOBAL INC COM $0 0 (121,016)
GREEN MOUNTAIN COFFEE ROASTERS $0 0 (21,015)
PENTAIR LTD COM $0 0 (458,938)
* New holding 13F data provided by: FactSet Research Systems
Inc.; Please send questions to lionsharesinfo@factset.com.
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