Tremblant Capital Group

Tremblant Capital Group as of Sept. 30, 2024

Portfolio Holdings for Tremblant Capital Group

Tremblant Capital Group holds 41 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spotify Technology S A SHS (SPOT) 6.6 $60M 164k 368.53
Tko Group Holdings Cl A (TKO) 6.6 $60M 483k 123.71
Grab Holdings Class A Ord (GRAB) 5.8 $52M 14M 3.80
Amazon (AMZN) 5.6 $51M 275k 186.33
MercadoLibre (MELI) 5.3 $48M 24k 2051.96
Doordash Cl A (DASH) 4.7 $43M 300k 142.73
Uber Technologies (UBER) 4.7 $42M 564k 75.16
Smartsheet Com Cl A (SMAR) 4.4 $40M 719k 55.36
Keurig Dr Pepper (KDP) 4.1 $37M 984k 37.48
Draftkings Com Cl A (DKNG) 3.9 $35M 902k 39.20
Charter Communications Inc N Cl A (CHTR) 3.9 $35M 109k 324.08
Skechers U S A Cl A (SKX) 3.8 $34M 513k 66.92
Varonis Sys (VRNS) 3.6 $33M 585k 56.50
Walt Disney Company (DIS) 3.6 $33M 340k 96.19
Q2 Holdings (QTWO) 3.5 $32M 399k 79.77
Alphabet Cap Stk Cl A (GOOGL) 3.3 $30M 179k 165.85
Wabtec Corporation (WAB) 3.1 $28M 154k 181.77
Avidxchange Holdings (AVDX) 2.8 $26M 3.2M 8.11
Wyndham Hotels And Resorts (WH) 2.6 $24M 306k 78.14
Palo Alto Networks (PANW) 2.6 $24M 69k 341.80
Coupang Cl A (CPNG) 2.0 $18M 743k 24.55
Yum China Holdings (YUMC) 1.9 $18M 390k 45.02
Five9 (FIVN) 1.7 $15M 526k 28.73
Baidu Spon Adr Rep A (BIDU) 1.4 $13M 125k 105.29
Ncino (NCNO) 1.3 $12M 367k 31.59
Spdr Ser Tr S&p Regl Bkg Put Option (KRE) 1.1 $9.9M 175k 56.60
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B) 0.8 $7.2M 1.0M 6.92
Lions Gate Entmnt Corp Cl A Vtg (LGF.A) 0.7 $6.2M 797k 7.83
Victorias Secret And Common Stock (VSCO) 0.7 $6.0M 232k 25.70
Trip Com Group Ads (TCOM) 0.6 $5.5M 93k 59.43
Five Below (FIVE) 0.5 $4.1M 47k 88.35
Air Products & Chemicals (APD) 0.4 $3.7M 13k 297.74
Procter & Gamble Company (PG) 0.4 $3.2M 19k 173.20
Eastman Chemical Company (EMN) 0.3 $3.1M 28k 111.95
Evercore Class A (EVR) 0.3 $2.9M 12k 253.34
Meta Platforms Cl A (META) 0.3 $2.7M 4.8k 572.44
Progressive Corporation (PGR) 0.3 $2.6M 10k 253.76
Tesla Motors Put Option (TSLA) 0.3 $2.3M 8.9k 261.63
Rbc Cad (RY) 0.3 $2.3M 18k 124.82
Mastercard Incorporated Cl A (MA) 0.2 $2.2M 4.4k 493.80
Visa Com Cl A (V) 0.2 $1.9M 7.1k 274.95