Tremblant Capital Group
- SEC CIK
- 0001353312
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 37
- −1 vs. Q3 2023
- Portfolio value
- $875.0M
- +$41.9M (+5.0%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UBERUber Technologies, Inc | Stock | 960,589 | $59.1M | 6.8% | −56,465−5.6% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 301,637 | $56.7M | 6.5% | −56,293−15.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 341,622 | $51.9M | 5.9% | −3,394−1.0% | Reduced | History |
| TKOTKO Group Holdings, Inc. | CL A | 578,763 | $47.2M | 5.4% | +125,843+27.8% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 110,838 | $43.1M | 4.9% | +15,760+16.6% | Added | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 12,664,010 | $42.7M | 4.9% | +2,098,590+19.9% | Added | History |
| FIVNFive9, Inc. | COM | 541,506 | $42.6M | 4.9% | −27,535−4.8% | Reduced | History |
| QTWOQ2 Holdings, Inc. | COM | 974,692 | $42.3M | 4.8% | −369,334−27.5% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 406,004 | $40.1M | 4.6% | −88,363−17.9% | Reduced | History |
| KDPKeurig Dr Pepper Inc. | COM | 1,178,146 | $39.3M | 4.5% | +22,451+1.9% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 129,860 | $38.3M | 4.4% | −1,262−1.0% | Reduced | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 464,060 | $37.3M | 4.3% | +102,463+28.3% | Added | History |
| DKNGDraftKings Inc. | Stock | 995,036 | $35.1M | 4.0% | +416,725+72.1% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 123,032 | $33.7M | 3.8% | +17,514+16.6% | Added | History |
| SMARSmartsheet Inc | COM CL A | 699,151 | $33.4M | 3.8% | −23,639−3.3% | Reduced | History |
| BLMNBloomin' Brands, Inc. | COM | 1,175,148 | $33.1M | 3.8% | −179,367−13.2% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 239,089 | $30.3M | 3.5% | +22,168+10.2% | Added | History |
| FIVEFive Below, Inc | COM | 139,787 | $29.8M | 3.4% | −83,578−37.4% | Reduced | History |
| VRNSVaronis Systems Inc | COM | 627,128 | $28.4M | 3.2% | −771,946−55.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 74,878 | $26.5M | 3.0% | −29,711−28.4% | Reduced | History |
| AVDXAvidXchange Holdings, Inc. | COM | 1,887,034 | $23.4M | 2.7% | +381,260+25.3% | Added | History |
| YUMCYum China Holdings, Inc. | COM | 535,030 | $22.7M | 2.6% | +1160.0% | Added | History |
| DISWalt Disney Co | Stock | 171,956 | $15.5M | 1.8% | +171,956 | New | History |
| TNLTravel & Leisure Co. | COM | 262,154 | $10.2M | 1.2% | +6,363+2.5% | Added | History |
| SKXSkechers USA Inc | CL A | 71,673 | $4.47M | 0.5% | −2,512−3.4% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 57,973 | $938.6K | 0.1% | +39,254+209.7% | Added | History |
| PGProcter & Gamble Co | Stock | 5,832 | $854.6K | 0.1% | +732+14.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 2,187 | $822.4K | 0.1% | 00.0% | Unchanged | History |
| RYRoyal Bank of Canada | Stock | 7,817 | $790.5K | 0.1% | +1,440+22.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 5,347 | $746.9K | 0.1% | +622+13.2% | Added | History |
| PGRProgressive Corp | Stock | 4,320 | $688.1K | 0.1% | +16+0.4% | Added | History |
| EVREvercore Inc. | CLASS A | 3,602 | $616.1K | 0.1% | +536+17.5% | Added | History |
| MAMastercard Inc | Stock | 1,284 | $547.6K | 0.1% | +242+23.2% | Added | History |
| VVisa Inc. | Stock | 2,071 | $539.2K | 0.1% | +324+18.5% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 2,775 | $405.8K | <0.1% | +2,775 | New | History |
| GOOSCanada Goose Holdings Inc. | SHS SUB VTG | 31,922 | $378.3K | <0.1% | +31,922 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 6,151 | $377.7K | <0.1% | +682+12.5% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| AMZNAmazon Com Inc | Stock | – | $10.7M |
Sold out since Q3 2023 (4)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 96,864 | $19.4M | 2.3% | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 291,089 | $18.1M | 2.2% | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 4,073,935 | $8.51M | 1.0% | – |
| GTMZoomInfo Technologies Inc. | Stock | 446,647 | $7.33M | 0.9% | History |