Tremblant Capital Group 3Q 13F: Holdings As Of Sep 30

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 [e-mail]. Copyright, FactSet Research Systems, 2013. All Rights Reserved.