Tremblant Capital Group Purchases and Sells in Q2 2024

Tremblant Capital Group

$853 Million
Q2 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	223K + 2368.44%	$150.53 - $185.41 $33.6M - $41.3M	232K $42.3M
PANW	72.7K + 2310.93%	$265.2 - $340.82 $19.3M - $24.8M	75.9K $25.7M
CPNG	697K + 550.11%	$18.2 - $23.65 $12.7M - $16.5M	824K $17.3M
MELI	3.51K + 17.15%	$1356.43 - $1787.73 $4.77M - $6.28M	24K $39.4M
GRAB	831K + 6.36%	$3.16 - $3.74 $2.63M - $3.11M	13.9M $49.3M
VAC	41.6K + 79.66%	$83.09 - $107.18 $3.46M - $4.46M	93.9K $8.2M

New Holdings

3 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SBUX	211K New	$72.5 - $91.53 $15.3M - $19.3M	211K $16.4M
MBLY	558K New	$25.39 - $32.71 $14.2M - $18.2M	558K $15.7M
EL	11.6K New	$106.4 - $152.77 $1.23M - $1.77M	11.6K $1.23M

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	-73.9K - 94.33%	$430.17 - $527.34 $31.8M - $39M	4.44K $2.24M
WAB	-102K - 44.45%	$144.17 - $170.65 $14.7M - $17.4M	128K $20.2M
FIVN	-39.6K - 6.46%	$39.54 - $61.93 $1.57M - $2.45M	573K $25.3M
DASH	-33.2K - 10.83%	$108.78 - $140.95 $3.61M - $4.68M	274K $29.8M
DIS	-23.6K - 6.37%	$99.29 - $122.82 $2.35M - $2.9M	347K $34.4M
FIVE	-33.3K - 35.84%	$108.97 - $178.88 $3.63M - $5.96M	59.6K $6.5M

Options

Calls

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KDP	256K + 27.75%	$30.22 - $34.82 $7.73M - $8.9M	1.18M $39.3M
UBER	89.7K New	$63.52 - $77.16 $5.7M - $6.92M	89.7K $6.52M

Activity Summary All Purchases 22 New Holdings 3 Increased Positions 19 All Sells 17 Reductions 17 Sold out 0 Calls 2 Puts 0

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