Tremblant Capital Group as of June 30, 2025
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 44 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spotify Technology S A SHS (SPOT) | 5.9 | $61M | 79k | 767.34 | |
| Doordash Cl A (DASH) | 5.3 | $55M | 223k | 246.51 | |
| Tko Group Holdings Cl A (TKO) | 4.9 | $51M | 278k | 181.95 | |
| Walt Disney Company (DIS) | 4.8 | $50M | 400k | 124.01 | |
| Grab Holdings Class A Ord (GRAB) | 4.7 | $49M | 9.7M | 5.03 | |
| Roku Com Cl A (ROKU) | 4.6 | $48M | 545k | 87.89 | |
| Wingstop (WING) | 4.2 | $44M | 130k | 336.74 | |
| Coupang Cl A (CPNG) | 4.1 | $43M | 1.4M | 29.96 | |
| Warner Bros Discovery Com Ser A (WBD) | 3.7 | $39M | 3.4M | 11.46 | |
| MercadoLibre (MELI) | 3.7 | $38M | 15k | 2613.63 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 3.3 | $35M | 301k | 115.35 | |
| Monday SHS (MNDY) | 3.3 | $35M | 110k | 314.48 | |
| Uber Technologies (UBER) | 3.3 | $34M | 364k | 93.30 | |
| Varonis Sys (VRNS) | 3.2 | $33M | 654k | 50.75 | |
| Amazon (AMZN) | 3.2 | $33M | 150k | 219.39 | |
| Starbucks Corporation (SBUX) | 3.2 | $33M | 358k | 91.63 | |
| Q2 Holdings (QTWO) | 2.8 | $29M | 313k | 93.59 | |
| Charter Communications Inc N Cl A (CHTR) | 2.7 | $28M | 69k | 408.81 | |
| Live Nation Entertainment (LYV) | 2.7 | $28M | 186k | 151.28 | |
| Avidxchange Holdings (AVDX) | 2.6 | $27M | 2.7M | 9.79 | |
| Draftkings Com Cl A (DKNG) | 2.4 | $25M | 589k | 42.89 | |
| Bath & Body Works In (BBWI) | 2.3 | $24M | 784k | 29.96 | |
| Wabtec Corporation (WAB) | 1.8 | $19M | 91k | 209.35 | |
| Five9 (FIVN) | 1.7 | $17M | 652k | 26.48 | |
| PAR Technology Corporation (PAR) | 1.6 | $17M | 242k | 69.37 | |
| Global E Online SHS (GLBE) | 1.6 | $16M | 490k | 33.54 | |
| CoStar (CSGP) | 1.6 | $16M | 200k | 80.40 | |
| Confluent Class A Com (CFLT) | 1.4 | $14M | 565k | 24.93 | |
| Victorias Secret And Common Stock (VSCO) | 1.3 | $14M | 748k | 18.52 | |
| Ncino (NCNO) | 1.3 | $13M | 472k | 27.97 | |
| Wyndham Hotels And Resorts (WH) | 1.1 | $12M | 146k | 81.21 | |
| Keurig Dr Pepper (KDP) | 1.0 | $11M | 324k | 33.06 | |
| Lionsgate Studios Corp (LION) | 1.0 | $10M | 1.8M | 5.81 | |
| Lauder Estee Cos Cl A (EL) | 0.5 | $5.3M | 66k | 80.80 | |
| Evercore Class A (EVR) | 0.5 | $4.7M | 17k | 270.02 | |
| Match Group (MTCH) | 0.4 | $4.4M | 144k | 30.89 | |
| Progressive Corporation (PGR) | 0.3 | $3.6M | 13k | 266.86 | |
| Palo Alto Networks (PANW) | 0.3 | $3.6M | 17k | 204.64 | |
| Procter & Gamble Company (PG) | 0.3 | $3.4M | 21k | 159.32 | |
| Visa Com Cl A (V) | 0.3 | $3.1M | 8.7k | 355.05 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $3.0M | 5.4k | 561.94 | |
| DineEquity (DIN) | 0.3 | $2.9M | 119k | 24.33 | |
| Meta Platforms Cl A (META) | 0.2 | $2.5M | 3.3k | 738.09 | |
| Tesla Motors Put Option (TSLA) | 0.2 | $1.7M | 5.5k | 317.66 |
