Tremblant Capital Group as of March 31, 2025
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 45 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 8.1 | $72M | 128k | 559.39 | |
| Tko Group Holdings Cl A (TKO) | 5.3 | $47M | 309k | 152.81 | |
| Spotify Technology S A SHS (SPOT) | 5.2 | $47M | 85k | 550.03 | |
| Grab Holdings Class A Ord (GRAB) | 5.0 | $44M | 9.8M | 4.53 | |
| Doordash Cl A (DASH) | 4.7 | $42M | 227k | 182.77 | |
| Walt Disney Company (DIS) | 4.5 | $40M | 407k | 98.70 | |
| Charter Communications Inc N Cl A (CHTR) | 4.1 | $36M | 98k | 368.53 | |
| MercadoLibre (MELI) | 3.9 | $35M | 18k | 1950.87 | |
| Amazon (AMZN) | 3.8 | $34M | 178k | 190.26 | |
| Avidxchange Holdings (AVDX) | 3.2 | $29M | 3.4M | 8.48 | |
| Roku Com Cl A (ROKU) | 3.0 | $27M | 379k | 70.44 | |
| Coupang Cl A (CPNG) | 3.0 | $27M | 1.2M | 21.93 | |
| Skechers U S A Cl A | 2.9 | $26M | 451k | 56.78 | |
| Varonis Sys (VRNS) | 2.8 | $25M | 620k | 40.45 | |
| Uber Technologies (UBER) | 2.6 | $23M | 312k | 72.86 | |
| Monday SHS (MNDY) | 2.5 | $23M | 93k | 243.16 | |
| Q2 Holdings (QTWO) | 2.5 | $22M | 273k | 80.01 | |
| Draftkings Com Cl A (DKNG) | 2.4 | $21M | 636k | 33.21 | |
| Wabtec Corporation (WAB) | 2.4 | $21M | 116k | 181.35 | |
| Warner Bros Discovery Com Ser A (WBD) | 2.3 | $20M | 1.9M | 10.73 | |
| Victorias Secret And Common Stock (VSCO) | 2.2 | $20M | 1.1M | 18.58 | |
| Wingstop (WING) | 2.2 | $20M | 88k | 225.58 | |
| Five9 (FIVN) | 2.2 | $19M | 705k | 27.15 | |
| Palo Alto Networks (PANW) | 2.0 | $18M | 106k | 170.64 | |
| Trip Com Group Ads (TCOM) | 2.0 | $18M | 276k | 63.58 | |
| Yum China Holdings (YUMC) | 1.7 | $15M | 291k | 52.06 | |
| Keurig Dr Pepper (KDP) | 1.5 | $14M | 394k | 34.22 | |
| Bath & Body Works In (BBWI) | 1.4 | $13M | 418k | 30.32 | |
| PAR Technology Corporation (PAR) | 1.3 | $12M | 190k | 61.34 | |
| Ncino (NCNO) | 1.3 | $11M | 411k | 27.47 | |
| Wyndham Hotels And Resorts (WH) | 1.2 | $11M | 120k | 90.51 | |
| Gap (GAP) | 0.9 | $8.4M | 409k | 20.61 | |
| CoStar (CSGP) | 0.9 | $7.7M | 97k | 79.23 | |
| Confluent Class A Com (CFLT) | 0.8 | $7.3M | 313k | 23.44 | |
| Lions Gate Entmnt Corp Cl B Non Vtg | 0.7 | $6.5M | 821k | 7.92 | |
| Lions Gate Entmnt Corp Cl A Vtg (LGF.A) | 0.5 | $4.6M | 514k | 8.85 | |
| Match Group (MTCH) | 0.5 | $4.2M | 135k | 31.20 | |
| Procter & Gamble Company (PG) | 0.4 | $4.0M | 24k | 170.42 | |
| Progressive Corporation (PGR) | 0.4 | $3.7M | 13k | 283.01 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $3.5M | 53k | 66.00 | |
| Visa Com Cl A (V) | 0.3 | $3.0M | 8.5k | 350.46 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $2.9M | 5.2k | 548.12 | |
| Evercore Class A (EVR) | 0.3 | $2.8M | 14k | 199.72 | |
| Meta Platforms Cl A (META) | 0.2 | $1.5M | 2.6k | 576.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.5M | 9.5k | 154.64 |
