Tremblant Capital Group
- SEC CIK
- 0001353312
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 40
- 2020 年第 4 季沒有 13F 資料
- 總值
- $30.5 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Farfetch Ltd30744W107 | ORD SH CL A | 3,459,847 | $1.83 億 | 6.0% | – | – | – |
| EATBrinker International, Inc | Stock | 2,319,483 | $1.65 億 | 5.4% | – | – | 歷史 |
| FWONKLiberty Media Corp | COM SER C FRMLA | 3,550,402 | $1.54 億 | 5.0% | – | – | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 526,155 | $1.41 億 | 4.6% | – | – | 歷史 |
| TWTRTwitter, Inc. | COM | 2,117,977 | $1.35 億 | 4.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 693,236 | $1.28 億 | 4.2% | – | – | 歷史 |
| SKXSkechers USA Inc | CL A | 2,953,222 | $1.23 億 | 4.0% | – | – | 歷史 |
| SBACSba Communications Corp | CL A | 442,300 | $1.23 億 | 4.0% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 372,464 | $1.20 億 | 3.9% | – | – | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 1,818,811 | $1.08 億 | 3.5% | – | – | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 164,648 | $1.02 億 | 3.3% | – | – | 歷史 |
| DASHDoorDash, Inc. | Stock | 774,069 | $1.02 億 | 3.3% | – | – | 歷史 |
| PFPTProofpoint Inc | COM | 761,653 | $9,581 萬 | 3.1% | – | – | 歷史 |
| PROPROS Holdings, Inc. | COM | 2,170,073 | $9,223 萬 | 3.0% | – | – | 歷史 |
| VACMarriott Vacations Worldwide Corp | COM | 522,143 | $9,095 萬 | 3.0% | – | – | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,296,352 | $9,046 萬 | 3.0% | – | – | 歷史 |
| JWNNordstrom Inc | Stock | 2,347,315 | $8,889 萬 | 2.9% | – | – | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 2,323,526 | $7,986 萬 | 2.6% | – | – | 歷史 |
| ZENZendesk, Inc. | COM | 566,271 | $7,510 萬 | 2.5% | – | – | 歷史 |
| VRNSVaronis Systems Inc | COM | 1,444,857 | $7,418 萬 | 2.4% | – | – | 歷史 |
| BLMNBloomin' Brands, Inc. | COM | 2,539,358 | $6,869 萬 | 2.3% | – | – | 歷史 |
| VRRMVerra Mobility Corp | CL A COM STK | 5,044,526 | $6,828 萬 | 2.2% | – | – | 歷史 |
| WEXWEX Inc. | COM | 307,474 | $6,433 萬 | 2.1% | – | – | 歷史 |
| FIVEFive Below, Inc | COM | 299,619 | $5,716 萬 | 1.9% | – | – | 歷史 |
| MLCOMelco Resorts & Entertainment LTD | ADR | 2,731,565 | $5,439 萬 | 1.8% | – | – | 歷史 |
| SMARSmartsheet Inc | COM CL A | 840,653 | $5,374 萬 | 1.8% | – | – | 歷史 |
| QTWOQ2 Holdings, Inc. | COM | 472,647 | $4,736 萬 | 1.6% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 760,510 | $4,451 萬 | 1.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,582 | $3,893 萬 | 1.3% | – | – | 歷史 |
| LOTZCarLotz, Inc. | COM CL A | 5,459,384 | $3,893 萬 | 1.3% | – | – | 歷史 |
| HOUSAnywhere Real Estate Inc. | COM | 2,495,009 | $3,775 萬 | 1.2% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 680,347 | $3,709 萬 | 1.2% | – | – | 歷史 |
| WINGWingstop Inc. | COM | 281,985 | $3,586 萬 | 1.2% | – | – | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 393,899 | $3,372 萬 | 1.1% | – | – | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 359,344 | $2,336 萬 | 0.8% | – | – | 歷史 |
| CAKECheesecake Factory Inc | COM | 352,084 | $2,060 萬 | 0.7% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 146,005 | $1,977 萬 | 0.6% | – | – | 歷史 |
| DINDine Brands Global, Inc. | COM | 218,205 | $1,965 萬 | 0.6% | – | – | 歷史 |
| EPCEdgewell Personal Care Co | COM | 300,320 | $1,189 萬 | 0.4% | – | – | 歷史 |
| CHWYChewy, Inc. | CL A | 12,127 | $102.7 萬 | <0.1% | – | – | 歷史 |
選擇權（6 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。