- New Purchases: TMUS, PING, LOTZ,
- Added Positions: AMZN, UBER, JWN, CHWY, FIVE, SPOT, QTWO, DASH, BLMN, EAT, SMAR, RCL, WING, VAC,
- Reduced Positions: PFPT, DIS, FWONK, WH, MDLZ, KDP, CHTR, PRO, TWTR, YUMC, VRRM, SBAC, QSR, SKX, VRNS, MLCO, ZEN,
- Sold Out: WEX, RLGY, CAKE, DIN, PG, EPC,
For the details of TREMBLANT CAPITAL GROUP's stock buys and sells, go to https://www.gurufocus.com/guru/tremblant+capital+group/current-portfolio/portfolio
These are the top 5 holdings of TREMBLANT CAPITAL GROUP- Twitter Inc (TWTR) - 3,423,700 shares, 6.39% of the total portfolio.
- Farfetch Ltd (FTCH) - 3,430,960 shares, 4.69% of the total portfolio. Shares reduced by 0.83%
- Spotify Technology SA (SPOT) - 609,044 shares, 4.55% of the total portfolio. Shares added by 15.75%
- DoorDash Inc (DASH) - 884,544 shares, 4.28% of the total portfolio. Shares added by 14.27%
- Brinker International Inc (EAT) - 2,544,894 shares, 4.27% of the total portfolio. Shares added by 9.72%
Tremblant Capital Group initiated holding in T-Mobile US Inc. The purchase prices were between $125.29 and $147.27, with an estimated average price of $137.59. The stock is now traded at around $141.400000. The impact to a portfolio due to this purchase was 3.49%. The holding were 887,895 shares as of 2021-06-30.
New Purchase: Ping Identity Holding Corp (PING)Tremblant Capital Group initiated holding in Ping Identity Holding Corp. The purchase prices were between $21.59 and $25.14, with an estimated average price of $23.53. The stock is now traded at around $23.280000. The impact to a portfolio due to this purchase was 2.09%. The holding were 3,359,686 shares as of 2021-06-30.
New Purchase: CarLotz Inc (LOTZ)Tremblant Capital Group initiated holding in CarLotz Inc. The purchase prices were between $4.38 and $8.08, with an estimated average price of $6.31. The stock is now traded at around $3.870000. The impact to a portfolio due to this purchase was 0.98%. The holding were 6,614,704 shares as of 2021-06-30.
Added: Amazon.com Inc (AMZN)Tremblant Capital Group added to a holding in Amazon.com Inc by 188.95%. The purchase prices were between $3094.08 and $3505.44, with an estimated average price of $3316.5. The stock is now traded at around $3238.870000. The impact to a portfolio due to this purchase was 2.22%. The holding were 36,356 shares as of 2021-06-30.
Added: Uber Technologies Inc (UBER)Tremblant Capital Group added to a holding in Uber Technologies Inc by 187.61%. The purchase prices were between $43.81 and $60.74, with an estimated average price of $52.32. The stock is now traded at around $41.078700. The impact to a portfolio due to this purchase was 1.74%. The holding were 1,956,720 shares as of 2021-06-30.
Added: Nordstrom Inc (JWN)Tremblant Capital Group added to a holding in Nordstrom Inc by 64.97%. The purchase prices were between $31.9 and $43.11, with an estimated average price of $36.48. The stock is now traded at around $33.560000. The impact to a portfolio due to this purchase was 1.51%. The holding were 3,872,269 shares as of 2021-06-30.
Added: Chewy Inc (CHWY)Tremblant Capital Group added to a holding in Chewy Inc by 4012.35%. The purchase prices were between $65.68 and $87.38, with an estimated average price of $77.46. The stock is now traded at around $93.780000. The impact to a portfolio due to this purchase was 1.05%. The holding were 498,705 shares as of 2021-06-30.
Added: Five Below Inc (FIVE)Tremblant Capital Group added to a holding in Five Below Inc by 48.66%. The purchase prices were between $177.87 and $202.86, with an estimated average price of $190.94. The stock is now traded at around $222.490000. The impact to a portfolio due to this purchase was 0.77%. The holding were 445,409 shares as of 2021-06-30.
Added: Q2 Holdings Inc (QTWO)Tremblant Capital Group added to a holding in Q2 Holdings Inc by 45.56%. The purchase prices were between $90.78 and $108.1, with an estimated average price of $100.06. The stock is now traded at around $78.960000. The impact to a portfolio due to this purchase was 0.6%. The holding were 687,989 shares as of 2021-06-30.
Sold Out: WEX Inc (WEX)Tremblant Capital Group sold out a holding in WEX Inc. The sale prices were between $187.76 and $229.02, with an estimated average price of $205.13.
Sold Out: Realogy Holdings Corp (RLGY)Tremblant Capital Group sold out a holding in Realogy Holdings Corp. The sale prices were between $14.62 and $19.43, with an estimated average price of $17.05.
Sold Out: Cheesecake Factory Inc (CAKE)Tremblant Capital Group sold out a holding in Cheesecake Factory Inc. The sale prices were between $51.72 and $63.78, with an estimated average price of $57.87.
Sold Out: Procter & Gamble Co (PG)Tremblant Capital Group sold out a holding in Procter & Gamble Co. The sale prices were between $131.18 and $138.43, with an estimated average price of $135.29.
Sold Out: Dine Brands Global Inc (DIN)Tremblant Capital Group sold out a holding in Dine Brands Global Inc. The sale prices were between $85.83 and $99.11, with an estimated average price of $92.52.
Sold Out: Edgewell Personal Care Co (EPC)Tremblant Capital Group sold out a holding in Edgewell Personal Care Co. The sale prices were between $38.05 and $46.36, with an estimated average price of $42.32.
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