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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

TREMBLANT CAPITAL GROUP INSTITUTION : Bret Barakett (TREMBLANT CAPITAL GROUP )
Bret Barakett Latest Top 20 Portfolio Holdings: (Filing Date: 2019-08-14) --- full portfolio
Company (links to holding history) Ticker Value On
2019-06-30
No of Shares % of portfolio
SPOTIFY TECHNOLOGY S A    (SHS) 178,007,000 1,217,395 10.89%
PALO ALTO NETWORKS INC    (COM) PANW 135,614,000 665,556 8.30%
CBS CORP NEW    (CL B) CBS 102,763,000 2,059,379 6.29%
AMAZON COM INC    (COM) AMZN 94,216,000 49,754 5.76%
TWITTER INC    (COM) TWTR 91,262,000 2,614,943 5.58%
WYNDHAM HOTELS & RESORTS INC    (COM) 89,865,000 1,612,210 5.50%
SKECHERS U S A INC    (CL A) SKX 74,103,000 2,353,232 4.53%
TRANSDIGM GROUP INC    (COM) TDG 71,638,000 148,073 4.38%
MONDELEZ INTL INC    (CL A) MDLZ 70,094,000 1,300,444 4.29%
REALOGY HLDGS CORP    (COM) RLGY 67,022,000 9,257,263 4.10%
PROOFPOINT INC    (COM) PFPT 61,775,000 513,720 3.78%
GRUBHUB INC    (COM) GRUB 54,758,000 702,121 3.35%
WYNDHAM DESTINATIONS INC    (COM) WYN 53,531,000 1,219,388 3.27%
RESTAURANT BRANDS INTL INC    (COM) QSR 51,372,000 738,738 3.14%
FIVE9 INC    (COM) FIVN 48,247,000 940,677 2.95%
MELCO RESORTS AND ENTMT LTD    (ADR) MPEL 44,288,000 2,039,061 2.71%
TARGET CORP    (COM) TGT 44,184,000 510,154 2.70%
AVIS BUDGET GROUP INC    (COM) CAR 40,082,000 1,139,987 2.45%
Q2 HLDGS INC    (COM) QTWO 38,843,000 508,678 2.37%
LINE CORP    (SPONSORED ADR) LN 35,829,000 1,273,252 2.19%


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