SEC 13F Intelligence

Tremblant Capital Group / YUMC

Tremblant Capital Group’s Yum China Hldgs Inc Position

Does Tremblant Capital Group own Yum China Hldgs Inc (YUMC)? Not currently — the last reported position was 291.0K shares worth $15M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q1 2025
Shares
291.0K
% of Portfolio
+1.70%
Quarters Held
20
position exited

Position History YUMC

Reported value by quarter
Q1 ’19: $7MQ1 ’19Q2 ’19: $13MQ3 ’19: $17MQ4 ’19: $20MQ4 ’19Q1 ’20: $36MQ2 ’20: $58MQ3 ’20: $90MQ3 ’20Q4 ’20: $105MQ1 ’21: $108MQ2 ’21: $103MQ2 ’21Q3 ’21: $51MQ4 ’21: $43MQ1 ’22: $15MQ1 ’22Q3 ’23: $30MQ4 ’23: $23MQ1 ’24: $24MQ1 ’24Q2 ’24: $19MQ3 ’24: $18MQ4 ’24: $15MQ4 ’24Q1 ’25: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025291.0K$15M+1.70%
Q4 2024315.6K$15M+1.57%
Q3 2024390.2K$18M+1.93%
Q2 2024625.9K$19M+2.09%
Q1 2024602.6K$24M+2.59%
Q4 2023535.0K$23M+2.56%
Q3 2023534.9K$30M+3.13%
Q1 2022360.5K$15M+0.53%
Q4 2021855.3K$43M+1.53%
Q3 2021876.4K$51M+1.61%
Q2 20211.56M$103M+2.81%
Q1 20211.82M$108M+3.13%
Q4 20201.84M$105M+2.95%
Q3 20201.70M$90M+3.41%
Q2 20201.20M$58M+2.43%
Q1 2020841.8K$36M+2.26%
Q4 2019415.8K$20M+0.99%
Q3 2019364.5K$17M+0.95%
Q2 2019275.3K$13M+0.78%
Q1 2019164.0K$7M+0.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tremblant Capital Group’s full portfolio or all institutional holders of YUMC.