Tremblant Capital Group
- SEC CIK
- 0001353312
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 29
- −3 vs. Q1 2022
- Portfolio value
- $1.65B
- −$974.9M (−37.1%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TMUST-Mobile US, Inc. | Stock | 892,247 | $120.0M | 7.3% | −254,839−22.2% | Reduced | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 1,386,865 | $88.0M | 5.3% | −317,146−18.6% | Reduced | History |
| FIVNFive9, Inc. | COM | 919,883 | $83.8M | 5.1% | −120,350−11.6% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 169,419 | $79.4M | 4.8% | +76,239+81.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 682,763 | $72.5M | 4.4% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| SKXSkechers USA Inc | CL A | 2,008,498 | $71.5M | 4.3% | −1,097,409−35.3% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 28,020,847 | $70.9M | 4.3% | +17,068,484+155.8% | Added | History |
| FIVEFive Below, Inc | COM | 624,684 | $70.9M | 4.3% | −36,088−5.5% | Reduced | History |
| VRNSVaronis Systems Inc | COM | 2,413,405 | $70.8M | 4.3% | +58,960+2.5% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 752,433 | $70.6M | 4.3% | +18,846+2.6% | Added | History |
| DASHDoorDash, Inc. | Stock | 1,089,339 | $69.9M | 4.2% | +94,457+9.5% | Added | History |
| SMARSmartsheet Inc | COM CL A | 2,125,226 | $66.8M | 4.0% | −17,061−0.8% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 134,055 | $66.2M | 4.0% | +80,863+152.0% | Added | History |
| KDPKeurig Dr Pepper Inc. | COM | 1,843,611 | $65.2M | 4.0% | −741,124−28.7% | Reduced | History |
| QTWOQ2 Holdings, Inc. | COM | 1,681,228 | $64.8M | 3.9% | −54,621−3.1% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 3,032,001 | $62.0M | 3.8% | −383,084−11.2% | Reduced | History |
| PINGPing Identity Holding Corp. | COM | 2,924,578 | $53.1M | 3.2% | −506,611−14.8% | Reduced | History |
| SBACSba Communications Corp | CL A | 159,642 | $51.1M | 3.1% | −75,712−32.2% | Reduced | History |
| VACMarriott Vacations Worldwide Corp | COM | 433,918 | $50.4M | 3.1% | −206,024−32.2% | Reduced | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 6,375,849 | $45.7M | 2.8% | −352,313−5.2% | Reduced | – |
| BLMNBloomin' Brands, Inc. | COM | 2,618,917 | $43.5M | 2.6% | −779,233−22.9% | Reduced | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 649,149 | $42.7M | 2.6% | −256,186−28.3% | Reduced | History |
| FOURShift4 Payments, Inc. | CL A | 1,158,730 | $38.3M | 2.3% | −36,214−3.0% | Reduced | History |
| ZENZendesk, Inc. | COM | 384,858 | $28.5M | 1.7% | −542,410−58.5% | Reduced | History |
| OLPXOlaplex Holdings, Inc. | COM | 1,936,939 | $27.3M | 1.7% | +399,980+26.0% | Added | History |
| CARGCarGurus, Inc. | COM CL A | 1,078,587 | $23.2M | 1.4% | +416,378+62.9% | Added | History |
| PROPROS Holdings, Inc. | COM | 696,869 | $18.3M | 1.1% | −299,533−30.1% | Reduced | History |
| EATBrinker International, Inc | Stock | 815,803 | $18.0M | 1.1% | −414,845−33.7% | Reduced | History |
| WINGWingstop Inc. | COM | 235,113 | $17.6M | 1.1% | −25,718−9.9% | Reduced | History |
Sold out since Q1 2022 (3)
Positions held at the end of Q1 2022 that are gone from this filing.