Tremblant Capital Group’s Just Eat Takeaway.com N.V. American Depositary Shares GRUB Stock Holding History

Tremblant Capital Group’s Portfolio GRUB Stock Details GRUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-392,232	Closed	-$44.1M	–	40
2019 Q3	$44.1M	Buy	392,232 +78,671	+25%	+$10.4M	2.53%	19
2019 Q2	$48.9M	Buy	313,561 +147,853	+89%	+$20.1M	2.99%	16
2019 Q1	$23M	Buy	165,708 +67,081	+68%	+$10.4M	1.33%	26
2018 Q4	$15.2M	Buy	98,627 +93,724	+1,912%	+$17.6M	1.02%	27
2018 Q3	$1.36M	Sell	4,903 -15,710	-76%	-$4.05M	0.07%	43
2018 Q2	$4.33M	Buy	+20,613	New	+$4.27M	0.25%	38

Other funds holding GRUB

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Tremblant Capital Group's GRUB Position: Q4 2019 in Review

Tremblant Capital Group sold out of Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) in Q4 2019, closing a stake of 392,232 shares — an estimated $44.1M sold.

Tremblant Capital Group first reported a position in GRUB in Q2 2018 and held it in 6 quarters. The position peaked at $48.9M in Q2 2019. 278 funds tracked by Wall St. Rank hold GRUB as of Q4 2019.

Tremblant Capital Group reported no remaining Just Eat Takeaway.com N.V. American Depositary Shares position as of Q4 2019 after selling out during the quarter.
Tremblant Capital Group sold 392,232 Just Eat Takeaway.com N.V. American Depositary Shares shares in Q4 2019, an estimated $44.1M.
Tremblant Capital Group first reported a position in Just Eat Takeaway.com N.V. American Depositary Shares in Q2 2018 and held it in 6 quarters.
Tremblant Capital Group's Just Eat Takeaway.com N.V. American Depositary Shares position peaked at $48.9M in Q2 2019.
278 funds tracked by Wall St. Rank held Just Eat Takeaway.com N.V. American Depositary Shares as of Q4 2019.

Based on Tremblant Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.