Tremblant Capital Group as of Sept. 30, 2025
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 39 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Warner Bros Discovery Com Ser A (WBD) | 6.1 | $59M | 3.0M | 19.53 | |
| Grab Holdings Class A Ord (GRAB) | 5.9 | $58M | 9.6M | 6.02 | |
| Doordash Cl A (DASH) | 5.5 | $54M | 197k | 271.99 | |
| Spotify Technology S A SHS (SPOT) | 5.4 | $52M | 75k | 698.00 | |
| Tko Group Holdings Cl A (TKO) | 5.2 | $50M | 250k | 201.96 | |
| Walt Disney Company (DIS) | 4.4 | $43M | 375k | 114.50 | |
| Coupang Cl A (CPNG) | 4.3 | $41M | 1.3M | 32.20 | |
| Roku Com Cl A (ROKU) | 4.0 | $38M | 382k | 100.13 | |
| Uber Technologies (UBER) | 3.8 | $37M | 377k | 97.97 | |
| MercadoLibre (MELI) | 3.7 | $36M | 15k | 2336.94 | |
| Monday SHS (MNDY) | 3.5 | $34M | 176k | 193.69 | |
| Live Nation Entertainment (LYV) | 3.5 | $34M | 205k | 163.40 | |
| Wingstop (WING) | 3.2 | $31M | 122k | 251.68 | |
| Cyberark Software SHS (CYBR) | 3.0 | $29M | 60k | 483.15 | |
| Starbucks Corporation (SBUX) | 2.9 | $28M | 332k | 84.60 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.8 | $27M | 182k | 148.61 | |
| Chipotle Mexican Grill (CMG) | 2.7 | $26M | 669k | 39.19 | |
| Varonis Sys (VRNS) | 2.7 | $26M | 451k | 57.47 | |
| Q2 Holdings (QTWO) | 2.7 | $26M | 357k | 72.39 | |
| Draftkings Com Cl A (DKNG) | 2.4 | $24M | 628k | 37.40 | |
| Bath & Body Works In (BBWI) | 2.3 | $23M | 875k | 25.76 | |
| Victorias Secret And Common Stock (VSCO) | 2.0 | $20M | 729k | 27.14 | |
| CoStar (CSGP) | 2.0 | $19M | 226k | 84.37 | |
| Global E Online SHS (GLBE) | 1.9 | $19M | 528k | 35.76 | |
| Ncino (NCNO) | 1.9 | $18M | 661k | 27.11 | |
| Amazon (AMZN) | 1.7 | $17M | 76k | 219.57 | |
| Charter Communications Inc N Cl A (CHTR) | 1.7 | $16M | 59k | 275.11 | |
| Five9 (FIVN) | 1.6 | $16M | 647k | 24.20 | |
| Wabtec Corporation (WAB) | 1.4 | $13M | 66k | 200.47 | |
| Wyndham Hotels And Resorts (WH) | 1.2 | $12M | 147k | 79.90 | |
| Lionsgate Studios Corp (LION) | 1.1 | $11M | 1.6M | 6.90 | |
| Confluent Class A Com (CFLT) | 0.6 | $6.2M | 313k | 19.80 | |
| Progressive Corporation (PGR) | 0.5 | $5.1M | 21k | 246.95 | |
| Evercore Class A (EVR) | 0.5 | $5.0M | 15k | 337.32 | |
| Match Group (MTCH) | 0.5 | $4.7M | 134k | 35.32 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $4.1M | 47k | 88.12 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $3.3M | 5.8k | 568.81 | |
| Visa Com Cl A (V) | 0.3 | $3.2M | 9.5k | 341.38 | |
| Keurig Dr Pepper (KDP) | 0.2 | $2.3M | 91k | 25.51 |
