Tremblant Capital Group as of June 30, 2026
Portfolio Holdings for Tremblant Capital Group
Tremblant Capital Group holds 58 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Varonis Sys (VRNS) | 4.5 | $157M | 3.7M | 41.96 | |
| Semtech Corporation (SMTC) | 4.1 | $144M | 887k | 161.85 | |
| Live Nation Entertainment (LYV) | 3.9 | $136M | 742k | 183.11 | |
| Spotify Technology S A SHS (SPOT) | 3.9 | $135M | 293k | 459.13 | |
| MKS Instruments (MKSI) | 3.8 | $131M | 295k | 444.80 | |
| Doordash Cl A (DASH) | 3.6 | $124M | 672k | 184.53 | |
| Coupang Cl A (CPNG) | 3.5 | $121M | 7.0M | 17.37 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.4 | $119M | 1.5M | 81.55 | |
| FormFactor (FORM) | 3.3 | $114M | 714k | 159.93 | |
| Bloom Energy Corp Com Cl A (BE) | 3.2 | $111M | 367k | 302.70 | |
| Tko Group Holdings Cl A (TKO) | 3.1 | $109M | 541k | 201.31 | |
| Reddit Cl A (RDDT) | 3.0 | $104M | 600k | 173.58 | |
| Mongodb Cl A (MDB) | 2.9 | $102M | 304k | 335.90 | |
| Wingstop (WING) | 2.7 | $95M | 547k | 173.41 | |
| Cloudflare Cl A Com (NET) | 2.7 | $94M | 385k | 245.28 | |
| Q2 Holdings (QTWO) | 2.5 | $89M | 1.8M | 48.10 | |
| Howmet Aerospace (HWM) | 2.5 | $87M | 325k | 268.86 | |
| Grab Holdings Class A Ord (GRAB) | 2.5 | $87M | 23M | 3.77 | |
| Lumentum Hldgs (LITE) | 2.4 | $83M | 97k | 858.06 | |
| Chipotle Mexican Grill (CMG) | 2.3 | $79M | 2.3M | 34.00 | |
| Wyndham Hotels And Resorts (WH) | 2.2 | $77M | 919k | 84.21 | |
| Talen Energy Corp (TLN) | 2.2 | $76M | 198k | 384.26 | |
| Rocket Lab Corp (RKLB) | 2.0 | $69M | 676k | 101.65 | |
| Wabtec Corporation (WAB) | 2.0 | $68M | 253k | 269.60 | |
| AmerisourceBergen (COR) | 1.9 | $67M | 238k | 282.98 | |
| Ftai Aviation SHS (FTAI) | 1.8 | $63M | 233k | 270.53 | |
| Emcor (EME) | 1.6 | $56M | 67k | 829.88 | |
| Targa Res Corp (TRGP) | 1.5 | $53M | 196k | 268.14 | |
| Firstcash Holdings (FCFS) | 1.3 | $44M | 203k | 216.32 | |
| Carvana Cl A (CVNA) | 1.2 | $42M | 631k | 65.82 | |
| Bwx Technologies (BWXT) | 1.2 | $41M | 209k | 194.65 | |
| Roku Com Cl A (ROKU) | 1.1 | $39M | 283k | 138.14 | |
| Starbucks Corporation (SBUX) | 1.1 | $39M | 380k | 102.19 | |
| Valero Energy Corporation (VLO) | 1.0 | $36M | 139k | 260.44 | |
| Datadog Cl A Com (DDOG) | 1.0 | $35M | 134k | 260.36 | |
| Monday SHS (MNDY) | 1.0 | $34M | 465k | 72.39 | |
| IDEXX Laboratories (IDXX) | 1.0 | $33M | 63k | 526.44 | |
| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.9 | $32M | 1.5M | 21.11 | |
| Guardant Health (GH) | 0.9 | $30M | 198k | 150.03 | |
| Uber Technologies (UBER) | 0.8 | $29M | 401k | 72.16 | |
| Sofi Technologies (SOFI) | 0.8 | $28M | 1.6M | 17.93 | |
| Alnylam Pharmaceuticals (ALNY) | 0.8 | $28M | 93k | 301.03 | |
| Ondas Com New (ONDS) | 0.8 | $28M | 3.4M | 8.24 | |
| Walt Disney Company (DIS) | 0.7 | $26M | 271k | 96.25 | |
| Insulet Corporation (PODD) | 0.7 | $24M | 156k | 152.25 | |
| MercadoLibre (MELI) | 0.7 | $23M | 13k | 1697.39 | |
| Alphatec Hldgs Com New (ATEC) | 0.6 | $22M | 2.6M | 8.65 | |
| Amazon (AMZN) | 0.6 | $21M | 89k | 238.34 | |
| Natera (NTRA) | 0.6 | $19M | 71k | 271.45 | |
| Insmed Com Par $.01 (INSM) | 0.5 | $18M | 171k | 106.62 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $18M | 156k | 114.18 | |
| Nrg Energy Com New (NRG) | 0.4 | $15M | 104k | 146.06 | |
| Match Group (MTCH) | 0.2 | $7.3M | 193k | 38.05 | |
| CoStar (CSGP) | 0.2 | $6.5M | 229k | 28.32 | |
| Evercore Class A (EVR) | 0.1 | $4.7M | 14k | 341.44 | |
| Draftkings Com Cl A (DKNG) | 0.1 | $4.6M | 184k | 25.26 | |
| Progressive Corporation (PGR) | 0.1 | $4.5M | 21k | 218.45 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $1.3M | 4.1k | 317.53 |
