Tremblant Capital Group
- SEC CIK
- 0001353312
- 最新申報
- 2026/8/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 36
- 較 2022 年第 4 季 +1
- 總值
- $8.89 億
- 較 2022 年第 4 季 −$2.57 億 (−22.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 263,923 | $5,594 萬 | 6.3% | +263,923 | 新進 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 410,077 | $5,479 萬 | 6.2% | −522,713−56.0% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,670,269 | $5,295 萬 | 6.0% | −892,614−34.8% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 761,501 | $4,840 萬 | 5.4% | −509,570−40.1% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 237,642 | $4,747 萬 | 5.3% | −184,829−43.7% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 229,253 | $4,722 萬 | 5.3% | −128,394−35.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 445,900 | $4,606 萬 | 5.2% | −137,819−23.6% | 減碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 126,450 | $4,522 萬 | 5.1% | +15,469+13.9% | 加碼 | 歷史 |
| FIVNFive9, Inc. | COM | 609,258 | $4,404 萬 | 5.0% | −265,685−30.4% | 減碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 1,241,191 | $4,379 萬 | 4.9% | −177,691−12.5% | 減碼 | 歷史 |
| BLMNBloomin' Brands, Inc. | COM | 1,497,727 | $3,842 萬 | 4.3% | −138,388−8.5% | 減碼 | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 12,290,983 | $3,700 萬 | 4.2% | −10,003,836−44.9% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 231,465 | $3,353 萬 | 3.8% | −251,126−52.0% | 減碼 | 歷史 |
| SMARSmartsheet Inc | COM CL A | 674,390 | $3,224 萬 | 3.6% | −618,442−47.8% | 減碼 | 歷史 |
| FWONKLiberty Media Corp | COM SER C FRMLA | 422,206 | $3,159 萬 | 3.6% | −497,170−54.1% | 減碼 | 歷史 |
| QTWOQ2 Holdings, Inc. | COM | 1,203,601 | $2,963 萬 | 3.3% | −588,672−32.8% | 減碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 426,199 | $2,892 萬 | 3.3% | −197,774−31.7% | 減碼 | 歷史 |
| SBACSba Communications Corp | CL A | 101,937 | $2,661 萬 | 3.0% | −77,550−43.2% | 減碼 | 歷史 |
| VACMarriott Vacations Worldwide Corp | COM | 195,567 | $2,637 萬 | 3.0% | −126,610−39.3% | 減碼 | 歷史 |
| VRNSVaronis Systems Inc | COM | 948,143 | $2,466 萬 | 2.8% | −1,641,903−63.4% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 85,206 | $2,447 萬 | 2.8% | +6,232+7.9% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 225,682 | $2,281 萬 | 2.6% | +135,437+150.1% | 加碼 | 歷史 |
| SKXSkechers USA Inc | CL A | 372,570 | $1,770 萬 | 2.0% | −466,003−55.6% | 減碼 | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 2,563,473 | $1,259 萬 | 1.4% | +44,860+1.8% | 加碼 | – |
| TNLTravel & Leisure Co. | COM | 298,214 | $1,169 萬 | 1.3% | −26,784−8.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,822 | $71.7 萬 | 0.1% | +471+10.8% | 加碼 | 歷史 |
| WINGWingstop Inc. | COM | 3,868 | $71.0 萬 | 0.1% | −40,131−91.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,958 | $56.4 萬 | 0.1% | +678+53.0% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 3,237 | $46.3 萬 | 0.1% | +240+8.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,439 | $46.0 萬 | 0.1% | +1,069+31.7% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 3,837 | $37.0 萬 | <0.1% | +517+15.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 794 | $28.9 萬 | <0.1% | +103+14.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,278 | $28.8 萬 | <0.1% | +176+16.0% | 加碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 2,020 | $28.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EVREvercore Inc. | CLASS A | 2,267 | $26.2 萬 | <0.1% | +58+2.6% | 加碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 11,614 | $18.6 萬 | <0.1% | +620+5.6% | 加碼 | 歷史 |
選擇權（4 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。