Tremblant Capital Group as of Dec. 31, 2025
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 68 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spotify Technology S A SHS (SPOT) | 3.6 | $140M | 241k | 580.71 | |
| Doordash Cl A (DASH) | 3.4 | $135M | 596k | 226.48 | |
| Tko Group Holdings Cl A (TKO) | 3.4 | $134M | 641k | 209.00 | |
| Q2 Holdings (QTWO) | 3.3 | $131M | 1.8M | 72.16 | |
| Wingstop (WING) | 3.0 | $118M | 493k | 238.49 | |
| Varonis Sys (VRNS) | 2.9 | $115M | 3.5M | 32.80 | |
| Live Nation Entertainment (LYV) | 2.9 | $112M | 785k | 142.50 | |
| Grab Holdings Class A Ord (GRAB) | 2.8 | $111M | 22M | 4.99 | |
| CoStar (CSGP) | 2.8 | $110M | 1.6M | 67.24 | |
| Lumentum Hldgs (LITE) | 2.8 | $110M | 298k | 368.59 | |
| Roku Com Cl A (ROKU) | 2.7 | $107M | 990k | 108.49 | |
| Coupang Cl A (CPNG) | 2.7 | $107M | 4.5M | 23.59 | |
| Chipotle Mexican Grill (CMG) | 2.6 | $100M | 2.7M | 37.00 | |
| Monday SHS (MNDY) | 2.5 | $97M | 655k | 147.56 | |
| Ncino (NCNO) | 2.3 | $91M | 3.5M | 25.64 | |
| Uber Technologies (UBER) | 2.2 | $87M | 1.1M | 81.71 | |
| Royal Caribbean Cruises (RCL) | 2.2 | $85M | 304k | 278.92 | |
| Warner Bros Discovery Com Ser A (WBD) | 2.1 | $84M | 2.9M | 28.82 | |
| Cyberark Software SHS (CYBR) | 2.1 | $83M | 186k | 446.06 | |
| Lpl Financial Holdings (LPLA) | 2.0 | $79M | 222k | 357.17 | |
| Affirm Hldgs Com Cl A (AFRM) | 2.0 | $79M | 1.1M | 74.43 | |
| Wyndham Hotels And Resorts (WH) | 2.0 | $78M | 1.0M | 75.56 | |
| Reddit Cl A (RDDT) | 2.0 | $77M | 336k | 229.87 | |
| Howmet Aerospace (HWM) | 2.0 | $77M | 374k | 205.02 | |
| AmerisourceBergen (COR) | 1.7 | $69M | 203k | 337.75 | |
| Global E Online SHS (GLBE) | 1.7 | $66M | 1.7M | 39.31 | |
| Rollins (ROL) | 1.7 | $65M | 1.1M | 60.02 | |
| Wabtec Corporation (WAB) | 1.6 | $64M | 298k | 213.45 | |
| Carvana Cl A (CVNA) | 1.5 | $60M | 141k | 422.02 | |
| Corpay Com Shs (CPAY) | 1.4 | $55M | 182k | 300.93 | |
| Axon Enterprise (AXON) | 1.4 | $54M | 94k | 567.93 | |
| Rocket Lab Corp (RKLB) | 1.4 | $53M | 763k | 69.76 | |
| Bwx Technologies (BWXT) | 1.3 | $50M | 291k | 172.84 | |
| Evercore Class A (EVR) | 1.3 | $50M | 146k | 340.25 | |
| Starbucks Corporation (SBUX) | 1.2 | $48M | 574k | 84.21 | |
| Talen Energy Corp (TLN) | 1.2 | $45M | 121k | 374.84 | |
| IDEXX Laboratories (IDXX) | 1.1 | $44M | 65k | 676.53 | |
| Alnylam Pharmaceuticals (ALNY) | 1.1 | $44M | 110k | 397.65 | |
| Veeva Sys Cl A Com (VEEV) | 1.1 | $43M | 192k | 223.23 | |
| Walt Disney Company (DIS) | 1.1 | $43M | 376k | 113.77 | |
| Sofi Technologies (SOFI) | 1.1 | $43M | 1.6M | 26.18 | |
| Emcor (EME) | 1.1 | $42M | 69k | 611.79 | |
| Mongodb Cl A (MDB) | 1.0 | $41M | 97k | 419.69 | |
| Bloom Energy Corp Com Cl A (BE) | 1.0 | $40M | 465k | 86.89 | |
| Targa Res Corp (TRGP) | 0.9 | $37M | 202k | 184.50 | |
| Cloudflare Cl A Com (NET) | 0.9 | $37M | 187k | 197.15 | |
| PAR Technology Corporation (PAR) | 0.9 | $36M | 1.0M | 36.28 | |
| Alphatec Hldgs Com New (ATEC) | 0.9 | $34M | 1.6M | 21.04 | |
| Insulet Corporation (PODD) | 0.8 | $31M | 109k | 284.24 | |
| Insmed Com Par $.01 (INSM) | 0.8 | $31M | 176k | 174.04 | |
| MercadoLibre (MELI) | 0.8 | $30M | 15k | 2014.26 | |
| Procore Technologies (PCOR) | 0.7 | $29M | 402k | 72.74 | |
| Rocket Cos Com Cl A (RKT) | 0.7 | $28M | 1.4M | 19.36 | |
| Okta Cl A (OKTA) | 0.7 | $27M | 309k | 86.47 | |
| Amazon (AMZN) | 0.7 | $26M | 115k | 230.82 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.7 | $26M | 161k | 160.97 | |
| Cheniere Energy Com New (LNG) | 0.5 | $20M | 103k | 194.39 | |
| Lionsgate Studios Corp (LION) | 0.3 | $14M | 1.5M | 9.13 | |
| Confluent Class A Com | 0.3 | $14M | 450k | 30.24 | |
| Draftkings Com Cl A (DKNG) | 0.2 | $6.2M | 180k | 34.46 | |
| Palo Alto Networks (PANW) | 0.1 | $4.9M | 27k | 184.20 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $4.8M | 46k | 104.72 | |
| Progressive Corporation (PGR) | 0.1 | $4.6M | 20k | 227.72 | |
| Match Group (MTCH) | 0.1 | $4.5M | 138k | 32.29 | |
| Bath & Body Works In (BBWI) | 0.1 | $4.0M | 199k | 20.08 | |
| Visa Com Cl A (V) | 0.1 | $3.3M | 9.3k | 350.71 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $3.3M | 5.7k | 570.88 | |
| Charter Communications Cl A (CHTR) | 0.1 | $3.1M | 15k | 208.75 |
