Tremblant Capital Group Purchases and Sells in Q4 2024

Tremblant Capital Group

$899 Million
Q4 2024

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VSCO	318K + 137.07%	$24.08 - $48.71 $7.66M - $15.5M	550K $22.8M
TCOM	205K + 220.27%	$58.0 - $75.06 $11.9M - $15.4M	298K $20.4M
GRAB	171K + 1.24%	$3.6 - $5.67 $614K - $967K	13.9M $65.8M
FIVN	128K + 24.32%	$27.26 - $43.41 $3.49M - $5.56M	654K $26.6M
AVDX	73.8K + 2.34%	$7.66 - $11.59 $565K - $855K	3.23M $33.4M
CPNG	333K + 44.8%	$21.98 - $26.89 $7.32M - $8.96M	1.08M $23.7M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ROKU	581K New	$64.08 - $84.12 $37.3M - $48.9M	581K $43.2M
MNDY	111K New	$224.69 - $324.31 $24.8M - $35.9M	111K $26M
GPS	901K New	N/A	901K $18.2M
ONON	277K New	$46.3 - $59.54 $12.8M - $16.5M	277K $15.1M
CSGP	174K New	$69.7 - $81.97 $12.1M - $14.3M	174K $12.4M
BBWI	178K New	$28.38 - $39.27 $5.04M - $6.98M	178K $6.89M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	-76.9K - 42.98%	$161.86 - $196.66 $12.4M - $15.1M	102K $19.3M
QTWO	-181K - 45.31%	$77.81 - $110.85 $14.1M - $20M	218K $22M
KDP	-149K - 16.72%	$31.24 - $37.15 $4.65M - $5.53M	741K $23.8M
BIDU	-78.4K - 62.88%	$80.33 - $115.13 $6.3M - $9.03M	46.3K $3.9M
WAB	-39.6K - 25.83%	$180.39 - $205.43 $7.15M - $8.14M	114K $21.6M
AMZN	-69.2K - 25.2%	$180.88 - $232.93 $12.5M - $16.1M	205K $45M

Options

Calls

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	56.9K New	$180.88 - $232.93 $10.3M - $13.3M	56.9K $12.5M

Activity Summary All Purchases 28 New Holdings 8 Increased Positions 20 All Sells 16 Reductions 16 Sold out 0 Calls 1 Puts 0

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