Tremblant Capital Group
- SEC CIK
- 0001353312
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 40
- No 13F data for Q4 2020
- Portfolio value
- $3.05B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Farfetch Ltd30744W107 | ORD SH CL A | 3,459,847 | $183.4M | 6.0% | – | – | – |
| EATBrinker International, Inc | Stock | 2,319,483 | $164.8M | 5.4% | – | – | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 3,550,402 | $153.7M | 5.0% | – | – | History |
| SPOTSpotify Technology S.A. | Stock | 526,155 | $141.0M | 4.6% | – | – | History |
| TWTRTwitter, Inc. | COM | 2,117,977 | $134.8M | 4.4% | – | – | History |
| DISWalt Disney Co | Stock | 693,236 | $127.9M | 4.2% | – | – | History |
| SKXSkechers USA Inc | CL A | 2,953,222 | $123.2M | 4.0% | – | – | History |
| SBACSba Communications Corp | CL A | 442,300 | $122.8M | 4.0% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 372,464 | $120.0M | 3.9% | – | – | History |
| YUMCYum China Holdings, Inc. | COM | 1,818,811 | $107.7M | 3.5% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 164,648 | $101.6M | 3.3% | – | – | History |
| DASHDoorDash, Inc. | Stock | 774,069 | $101.5M | 3.3% | – | – | History |
| PFPTProofpoint Inc | COM | 761,653 | $95.8M | 3.1% | – | – | History |
| PROPROS Holdings, Inc. | COM | 2,170,073 | $92.2M | 3.0% | – | – | History |
| VACMarriott Vacations Worldwide Corp | COM | 522,143 | $90.9M | 3.0% | – | – | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,296,352 | $90.5M | 3.0% | – | – | History |
| JWNNordstrom Inc | Stock | 2,347,315 | $88.9M | 2.9% | – | – | History |
| KDPKeurig Dr Pepper Inc. | COM | 2,323,526 | $79.9M | 2.6% | – | – | History |
| ZENZendesk, Inc. | COM | 566,271 | $75.1M | 2.5% | – | – | History |
| VRNSVaronis Systems Inc | COM | 1,444,857 | $74.2M | 2.4% | – | – | History |
| BLMNBloomin' Brands, Inc. | COM | 2,539,358 | $68.7M | 2.3% | – | – | History |
| VRRMVerra Mobility Corp | CL A COM STK | 5,044,526 | $68.3M | 2.2% | – | – | History |
| WEXWEX Inc. | COM | 307,474 | $64.3M | 2.1% | – | – | History |
| FIVEFive Below, Inc | COM | 299,619 | $57.2M | 1.9% | – | – | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 2,731,565 | $54.4M | 1.8% | – | – | History |
| SMARSmartsheet Inc | COM CL A | 840,653 | $53.7M | 1.8% | – | – | History |
| QTWOQ2 Holdings, Inc. | COM | 472,647 | $47.4M | 1.6% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 760,510 | $44.5M | 1.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 12,582 | $38.9M | 1.3% | – | – | History |
| LOTZCarLotz, Inc. | COM CL A | 5,459,384 | $38.9M | 1.3% | – | – | History |
| HOUSAnywhere Real Estate Inc. | COM | 2,495,009 | $37.7M | 1.2% | – | – | History |
| UBERUber Technologies, Inc | Stock | 680,347 | $37.1M | 1.2% | – | – | History |
| WINGWingstop Inc. | COM | 281,985 | $35.9M | 1.2% | – | – | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 393,899 | $33.7M | 1.1% | – | – | History |
| QSRRestaurant Brands International Inc. | COM | 359,344 | $23.4M | 0.8% | – | – | History |
| CAKECheesecake Factory Inc | COM | 352,084 | $20.6M | 0.7% | – | – | History |
| PGProcter & Gamble Co | Stock | 146,005 | $19.8M | 0.6% | – | – | History |
| DINDine Brands Global, Inc. | COM | 218,205 | $19.6M | 0.6% | – | – | History |
| EPCEdgewell Personal Care Co | COM | 300,320 | $11.9M | 0.4% | – | – | History |
| CHWYChewy, Inc. | CL A | 12,127 | $1.03M | <0.1% | – | – | History |
Options (6)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.