Tremblant Capital Group as of Dec. 31, 2024
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 44 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Grab Holdings Class A Ord (GRAB) | 6.8 | $66M | 14M | 4.72 | |
| Amazon (AMZN) | 6.0 | $58M | 262k | 219.39 | |
| Tko Group Holdings Cl A (TKO) | 5.9 | $57M | 404k | 142.11 | |
| Spotify Technology S A SHS (SPOT) | 5.8 | $56M | 124k | 447.38 | |
| Roku Com Cl A (ROKU) | 4.5 | $43M | 581k | 74.34 | |
| MercadoLibre (MELI) | 4.2 | $40M | 24k | 1700.44 | |
| Doordash Cl A (DASH) | 4.1 | $39M | 233k | 167.75 | |
| Skechers U S A Cl A | 3.6 | $35M | 516k | 67.24 | |
| Avidxchange Holdings (AVDX) | 3.5 | $33M | 3.2M | 10.34 | |
| Uber Technologies (UBER) | 3.4 | $33M | 548k | 60.32 | |
| Draftkings Com Cl A (DKNG) | 3.3 | $32M | 868k | 37.20 | |
| Walt Disney Company (DIS) | 3.1 | $30M | 267k | 111.35 | |
| Charter Communications Inc N Cl A (CHTR) | 3.0 | $29M | 86k | 342.77 | |
| Wyndham Hotels And Resorts (WH) | 2.9 | $28M | 282k | 100.79 | |
| Five9 (FIVN) | 2.8 | $27M | 654k | 40.64 | |
| Varonis Sys (VRNS) | 2.8 | $27M | 598k | 44.43 | |
| Monday SHS (MNDY) | 2.7 | $26M | 111k | 235.44 | |
| Keurig Dr Pepper (KDP) | 2.5 | $24M | 741k | 32.12 | |
| Coupang Cl A (CPNG) | 2.4 | $24M | 1.1M | 21.98 | |
| Victorias Secret And Common Stock (VSCO) | 2.4 | $23M | 550k | 41.42 | |
| Palo Alto Networks (PANW) | 2.3 | $22M | 122k | 181.96 | |
| Q2 Holdings (QTWO) | 2.3 | $22M | 218k | 100.65 | |
| Wabtec Corporation (WAB) | 2.2 | $22M | 114k | 189.59 | |
| Gap (GAP) | 2.2 | $21M | 901k | 23.63 | |
| Trip Com Group Ads (TCOM) | 2.1 | $20M | 298k | 68.66 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $19M | 102k | 189.30 | |
| Yum China Holdings (YUMC) | 1.6 | $15M | 316k | 48.17 | |
| On Hldg Namen Akt A (ONON) | 1.6 | $15M | 277k | 54.77 | |
| Ncino (NCNO) | 1.3 | $13M | 384k | 33.58 | |
| CoStar (CSGP) | 1.3 | $12M | 174k | 71.59 | |
| Bath & Body Works In (BBWI) | 0.7 | $6.9M | 178k | 38.77 | |
| Lions Gate Entmnt Corp Cl B Non Vtg | 0.7 | $6.4M | 851k | 7.55 | |
| Lions Gate Entmnt Corp Cl A Vtg (LGF.A) | 0.5 | $4.5M | 529k | 8.54 | |
| Match Group (MTCH) | 0.4 | $4.2M | 129k | 32.71 | |
| Baidu Spon Adr Rep A (BIDU) | 0.4 | $3.9M | 46k | 84.31 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $3.8M | 50k | 74.98 | |
| Evercore Class A (EVR) | 0.4 | $3.7M | 13k | 277.19 | |
| Procter & Gamble Company (PG) | 0.4 | $3.6M | 22k | 167.65 | |
| Meta Platforms Cl A (META) | 0.3 | $3.2M | 5.5k | 585.51 | |
| Progressive Corporation (PGR) | 0.3 | $3.0M | 13k | 239.61 | |
| Eastman Chemical Company (EMN) | 0.3 | $2.9M | 32k | 91.32 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $2.6M | 5.0k | 526.57 | |
| Visa Com Cl A (V) | 0.3 | $2.6M | 8.1k | 316.04 | |
| Rbc Cad (RY) | 0.3 | $2.5M | 21k | 120.54 |
