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STOCK TICKER:

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: 2018-08-14) --- full portfolio
Company (links to holding history) Ticker Value On
2018-06-30
No of Shares % of portfolio
CBS CORP NEW    (CL B) CBS 158,732,000 2,823,407 9.33%
REALOGY HLDGS CORP    (COM) RLGY 125,481,000 5,503,546 7.37%
MELCO RESORT ENTERTAINMENT L    (ADR) MPEL 120,278,000 4,295,629 7.07%
PROCTER AND GAMBLE CO    (COM) PG 100,567,000 1,288,330 5.91%
RED HAT INC    (COM) RHT 87,949,000 654,530 5.17%
SPOTIFY TECHNOLOGY S A    (SHS) 86,306,000 512,996 5.07%
AMAZON COM INC    (COM) AMZN 85,515,000 50,309 5.02%
LINE CORP    (SPONSORED ADR) LN 73,049,000 1,778,652 4.29%
PALO ALTO NETWORKS INC    (COM) PANW 72,690,000 353,776 4.27%
TWITTER INC    (COM) TWTR 72,577,000 1,661,941 4.26%
PROGRESSIVE CORP OHIO    (COM) PGR 71,969,000 1,216,718 4.23%
TRANSDIGM GROUP INC    (COM) TDG 71,941,000 208,441 4.23%
PAYPAL HLDGS INC    (COM) PYPL 61,228,000 735,298 3.60%
JD COM INC    (SPON ADR CL A) JD 52,252,000 1,341,516 3.07%
MONDELEZ INTL INC    (CL A) MDLZ 50,614,000 1,234,476 2.97%
WYNDHAM HOTELS & RESORTS INC    (COM) 48,245,000 820,082 2.83%
HORTONWORKS INC    (COM) HDP 36,268,000 1,990,541 2.13%
FIVE9 INC    (COM) FIVN 36,231,000 1,048,041 2.13%
CIGNA CORPORATION    (COM) CI 33,966,000 199,860 1.99%
SERVICENOW INC    (COM) NOW 32,805,000 190,208 1.92%


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Warren Buffett
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