Tremblant Capital Group as of March 31, 2026
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 57 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spotify Technology S A SHS (SPOT) | 4.4 | $136M | 280k | 484.91 | |
| Tko Group Holdings Cl A (TKO) | 3.9 | $121M | 598k | 201.65 | |
| Live Nation Entertainment (LYV) | 3.7 | $115M | 755k | 152.51 | |
| Lumentum Hldgs (LITE) | 3.5 | $107M | 153k | 702.76 | |
| Doordash Cl A (DASH) | 3.3 | $102M | 677k | 150.15 | |
| Uber Technologies (UBER) | 3.0 | $94M | 1.3M | 71.93 | |
| Coupang Cl A (CPNG) | 3.0 | $93M | 4.9M | 18.88 | |
| Roku Com Cl A (ROKU) | 2.9 | $91M | 961k | 94.62 | |
| Grab Holdings Class A Ord (GRAB) | 2.9 | $89M | 24M | 3.66 | |
| Wyndham Hotels And Resorts (WH) | 2.6 | $82M | 1.0M | 81.23 | |
| Howmet Aerospace (HWM) | 2.6 | $82M | 354k | 230.46 | |
| Palo Alto Networks (PANW) | 2.6 | $81M | 505k | 160.32 | |
| Q2 Holdings (QTWO) | 2.6 | $81M | 1.7M | 47.30 | |
| Reddit Cl A (RDDT) | 2.5 | $77M | 574k | 134.65 | |
| Varonis Sys (VRNS) | 2.5 | $77M | 3.6M | 21.47 | |
| MKS Instruments (MKSI) | 2.4 | $76M | 330k | 229.81 | |
| Chipotle Mexican Grill (CMG) | 2.4 | $74M | 2.3M | 32.01 | |
| Wingstop (WING) | 2.4 | $74M | 477k | 154.97 | |
| Bloom Energy Corp Com Cl A (BE) | 2.4 | $74M | 545k | 135.49 | |
| AmerisourceBergen (COR) | 2.2 | $67M | 214k | 314.14 | |
| Wabtec Corporation (WAB) | 2.2 | $67M | 268k | 249.91 | |
| Royal Caribbean Cruises (RCL) | 2.1 | $67M | 242k | 275.18 | |
| Mongodb Cl A (MDB) | 2.1 | $66M | 268k | 244.77 | |
| Affirm Hldgs Com Cl A (AFRM) | 2.1 | $64M | 1.4M | 45.82 | |
| CoStar (CSGP) | 2.0 | $61M | 1.5M | 40.34 | |
| Cloudflare Cl A Com (NET) | 2.0 | $61M | 294k | 206.34 | |
| Ftai Aviation SHS (FTAI) | 1.9 | $58M | 235k | 245.00 | |
| Bwx Technologies (BWXT) | 1.7 | $52M | 256k | 204.49 | |
| Starbucks Corporation (SBUX) | 1.6 | $51M | 567k | 89.59 | |
| Rollins (ROL) | 1.6 | $51M | 950k | 53.41 | |
| Emcor (EME) | 1.6 | $51M | 68k | 738.31 | |
| Talen Energy Corp (TLN) | 1.6 | $50M | 158k | 319.23 | |
| Targa Res Corp (TRGP) | 1.6 | $50M | 199k | 250.73 | |
| Norwegian Cruise Line Hldgs SHS (NCLH) | 1.6 | $49M | 2.6M | 18.70 | |
| Rocket Lab Corp (RKLB) | 1.6 | $48M | 754k | 64.22 | |
| Carvana Cl A (CVNA) | 1.3 | $40M | 128k | 314.38 | |
| IDEXX Laboratories (IDXX) | 1.2 | $36M | 65k | 561.89 | |
| Axon Enterprise (AXON) | 1.1 | $36M | 84k | 424.69 | |
| Valero Energy Corporation (VLO) | 1.1 | $35M | 142k | 247.08 | |
| Alnylam Pharmaceuticals (ALNY) | 1.0 | $31M | 95k | 330.87 | |
| Insmed Com Par $.01 (INSM) | 0.9 | $28M | 174k | 163.52 | |
| Ncino (NCNO) | 0.9 | $28M | 1.8M | 14.98 | |
| Firstcash Holdings (FCFS) | 0.8 | $26M | 139k | 188.00 | |
| Sofi Technologies (SOFI) | 0.8 | $26M | 1.6M | 15.88 | |
| Walt Disney Company (DIS) | 0.8 | $25M | 263k | 96.38 | |
| Alphatec Hldgs Com New (ATEC) | 0.8 | $24M | 2.2M | 10.88 | |
| Amazon (AMZN) | 0.8 | $23M | 112k | 208.27 | |
| MercadoLibre (MELI) | 0.7 | $23M | 13k | 1729.02 | |
| Insulet Corporation (PODD) | 0.7 | $23M | 107k | 209.84 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $16M | 138k | 118.62 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.4 | $14M | 491k | 27.46 | |
| Monday SHS (MNDY) | 0.4 | $11M | 165k | 69.11 | |
| Lionsgate Studios Corp (LION) | 0.2 | $6.7M | 695k | 9.59 | |
| Match Group (MTCH) | 0.2 | $5.8M | 190k | 30.71 | |
| Progressive Corporation (PGR) | 0.1 | $4.0M | 20k | 198.24 | |
| Evercore Class A (EVR) | 0.1 | $4.0M | 14k | 298.51 | |
| Draftkings Com Cl A (DKNG) | 0.1 | $3.9M | 181k | 21.62 |
