Tremblant Capital Group
- SEC CIK
- 0001353312
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 36
- +1 vs. Q4 2022
- Portfolio value
- $888.7M
- −$257.1M (−22.4%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 263,923 | $55.9M | 6.3% | +263,923 | New | History |
| SPOTSpotify Technology S.A. | Stock | 410,077 | $54.8M | 6.2% | −522,713−56.0% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 1,670,269 | $52.9M | 6.0% | −892,614−34.8% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 761,501 | $48.4M | 5.4% | −509,570−40.1% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 237,642 | $47.5M | 5.3% | −184,829−43.7% | Reduced | History |
| FIVEFive Below, Inc | COM | 229,253 | $47.2M | 5.3% | −128,394−35.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 445,900 | $46.1M | 5.2% | −137,819−23.6% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 126,450 | $45.2M | 5.1% | +15,469+13.9% | Added | History |
| FIVNFive9, Inc. | COM | 609,258 | $44.0M | 5.0% | −265,685−30.4% | Reduced | History |
| KDPKeurig Dr Pepper Inc. | COM | 1,241,191 | $43.8M | 4.9% | −177,691−12.5% | Reduced | History |
| BLMNBloomin' Brands, Inc. | COM | 1,497,727 | $38.4M | 4.3% | −138,388−8.5% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 12,290,983 | $37.0M | 4.2% | −10,003,836−44.9% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 231,465 | $33.5M | 3.8% | −251,126−52.0% | Reduced | History |
| SMARSmartsheet Inc | COM CL A | 674,390 | $32.2M | 3.6% | −618,442−47.8% | Reduced | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 422,206 | $31.6M | 3.6% | −497,170−54.1% | Reduced | History |
| QTWOQ2 Holdings, Inc. | COM | 1,203,601 | $29.6M | 3.3% | −588,672−32.8% | Reduced | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 426,199 | $28.9M | 3.3% | −197,774−31.7% | Reduced | History |
| SBACSba Communications Corp | CL A | 101,937 | $26.6M | 3.0% | −77,550−43.2% | Reduced | History |
| VACMarriott Vacations Worldwide Corp | COM | 195,567 | $26.4M | 3.0% | −126,610−39.3% | Reduced | History |
| VRNSVaronis Systems Inc | COM | 948,143 | $24.7M | 2.8% | −1,641,903−63.4% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 85,206 | $24.5M | 2.8% | +6,232+7.9% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 225,682 | $22.8M | 2.6% | +135,437+150.1% | Added | History |
| SKXSkechers USA Inc | CL A | 372,570 | $17.7M | 2.0% | −466,003−55.6% | Reduced | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 2,563,473 | $12.6M | 1.4% | +44,860+1.8% | Added | – |
| TNLTravel & Leisure Co. | COM | 298,214 | $11.7M | 1.3% | −26,784−8.2% | Reduced | History |
| PGProcter & Gamble Co | Stock | 4,822 | $717.0K | 0.1% | +471+10.8% | Added | History |
| WINGWingstop Inc. | COM | 3,868 | $710.1K | 0.1% | −40,131−91.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,958 | $564.5K | 0.1% | +678+53.0% | Added | History |
| PGRProgressive Corp | Stock | 3,237 | $463.1K | 0.1% | +240+8.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 4,439 | $460.5K | 0.1% | +1,069+31.7% | Added | History |
| RYRoyal Bank of Canada | Stock | 3,837 | $369.5K | <0.1% | +517+15.6% | Added | History |
| MAMastercard Inc | Stock | 794 | $288.5K | <0.1% | +103+14.9% | Added | History |
| VVisa Inc. | Stock | 1,278 | $288.1K | <0.1% | +176+16.0% | Added | History |
| DKSDick's Sporting Goods, Inc. | Stock | 2,020 | $286.6K | <0.1% | 00.0% | Unchanged | History |
| EVREvercore Inc. | CLASS A | 2,267 | $261.6K | <0.1% | +58+2.6% | Added | History |
| CPNGCoupang, Inc. | CL A | 11,614 | $185.8K | <0.1% | +620+5.6% | Added | History |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.