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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

TREMBLANT CAPITAL GROUP INSTITUTION : Bret Barakett (TREMBLANT CAPITAL GROUP )
Bret Barakett Latest Top 20 Portfolio Holdings: (Filing Date: 2020-08-14) --- full portfolio
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
SKECHERS U S A INC    (CL A) SKX 185,933,000 5,925,194 7.82%
PALO ALTO NETWORKS INC    (COM) PANW 163,370,000 711,324 6.87%
FARFETCH LTD    (ORD SH CL A) 151,236,000 8,757,130 6.36%
SPOTIFY TECHNOLOGY S A    (SHS) 138,903,000 537,989 5.84%
RESTAURANT BRANDS INTL INC    (COM) QSR 136,291,000 2,494,800 5.73%
Q2 HLDGS INC    (COM) QTWO 112,430,000 1,310,528 4.73%
TWITTER INC    (COM) TWTR 106,449,000 3,573,298 4.47%
PROS HOLDINGS INC    (COM) PRO 104,650,000 2,355,383 4.40%
LIBERTY MEDIA CORP DEL    (COM SER C FRMLA) LMCK 102,193,000 3,222,745 4.29%
FOX CORP    (CL A COM) 98,032,000 3,655,193 4.12%
AMAZON COM INC    (COM) AMZN 75,854,000 27,495 3.19%
MELCO RESORTS AND ENTMNT LTD    (ADR) MPEL 74,936,000 4,828,358 3.15%
SBA COMMUNICATIONS CORP NEW    (CL A) 73,107,000 245,392 3.07%
CYRUSONE INC    (COM) CONE 70,946,000 975,208 2.98%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 69,725,000 136,705 2.93%
WYNDHAM HOTELS & RESORTS INC    (COM) 65,232,000 1,530,556 2.74%
VARONIS SYS INC    (COM) VRNS 59,353,000 670,805 2.49%
FIVE BELOW INC    (COM) FIVE 58,705,000 549,108 2.47%
VERRA MOBILITY CORP    (COM) 58,370,000 5,678,047 2.45%
YUM CHINA HLDGS INC    (COM) 57,647,000 1,199,223 2.42%


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