Tremblant Capital discloses updated portfolio positions in 13F filing: New position in CDK; increased stake in NMBL, MPEL; cut stake in IMAX, DNKN; closed position in BABA, TWX
Highlights from 2015 Q1 filing as compared to 2014 Q4 filing:
- New positions in: CDK (~0.8 mln shares)
- Increased positions in: NMBL (to ~2.1 mln shares from ~0.6 mln shares), MPEL (to ~2.2 mln from ~1.6 mln)
- Decreased positions in: IMAX (to ~3 mln shares from ~5.4 mln shares), DNKN (to ~2.1 mln from ~3.5 mln), NDLS (to ~1.7 mln from ~2.7 mln), SODA (to ~0.3 mln from ~0.5 mln)
- Closed positions in: BABA (from ~0.5 mln shares), TWX (from ~0.7 mln), ESRX (from ~0.4 mln)