Tremblant Capital Group
- SEC CIK
- 0001353312
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 38
- +1 vs. Q4 2023
- Portfolio value
- $889.7M
- +$14.7M (+1.7%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPOTSpotify Technology S.A. | Stock | 231,542 | $61.1M | 6.9% | −70,095−23.2% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 739,920 | $57.0M | 6.4% | −220,669−23.0% | Reduced | History |
| TKOTKO Group Holdings, Inc. | CL A | 653,610 | $56.5M | 6.3% | +74,847+12.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 269,341 | $48.6M | 5.5% | −72,281−21.2% | Reduced | History |
| DISWalt Disney Co | Stock | 370,515 | $45.3M | 5.1% | +198,559+115.5% | Added | History |
| DASHDoorDash, Inc. | Stock | 306,851 | $42.3M | 4.8% | −99,153−24.4% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 13,060,748 | $41.0M | 4.6% | +396,738+3.1% | Added | History |
| QTWOQ2 Holdings, Inc. | COM | 732,064 | $38.5M | 4.3% | −242,628−24.9% | Reduced | History |
| FIVNFive9, Inc. | COM | 613,066 | $38.1M | 4.3% | +71,560+13.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 78,308 | $38.0M | 4.3% | +3,430+4.6% | Added | History |
| DKNGDraftKings Inc. | Stock | 836,100 | $38.0M | 4.3% | −158,936−16.0% | Reduced | History |
| KDPKeurig Dr Pepper Inc. | COM | 1,208,443 | $37.1M | 4.2% | +30,297+2.6% | Added | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 462,926 | $35.5M | 4.0% | −1,134−0.2% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 229,735 | $33.5M | 3.8% | −9,354−3.9% | Reduced | History |
| MELIMercadolibre Inc | COM | 20,479 | $31.0M | 3.5% | +20,479 | New | History |
| SMARSmartsheet Inc | COM CL A | 770,307 | $29.7M | 3.3% | +71,156+10.2% | Added | History |
| VRNSVaronis Systems Inc | COM | 628,100 | $29.6M | 3.3% | +972+0.2% | Added | History |
| BLMNBloomin' Brands, Inc. | COM | 1,009,379 | $28.9M | 3.3% | −165,769−14.1% | Reduced | History |
| AVDXAvidXchange Holdings, Inc. | COM | 2,164,143 | $28.5M | 3.2% | +277,109+14.7% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 96,925 | $28.2M | 3.2% | −13,913−12.6% | Reduced | History |
| YUMCYum China Holdings, Inc. | COM | 602,618 | $24.0M | 2.7% | +67,588+12.6% | Added | History |
| FIVEFive Below, Inc | COM | 92,951 | $16.9M | 1.9% | −46,836−33.5% | Reduced | History |
| TNLTravel & Leisure Co. | COM | 266,503 | $13.0M | 1.5% | +4,349+1.7% | Added | History |
| Starz Entertainment Corp535919500 | CL B NON VTG | 1,325,933 | $12.3M | 1.4% | +1,325,933 | New | – |
| Starz Entertainment Corp535919401 | CL A VTG | 928,340 | $9.24M | 1.0% | +928,340 | New | – |
| VACMarriott Vacations Worldwide Corp | COM | 52,242 | $5.63M | 0.6% | +52,242 | New | History |
| SKXSkechers USA Inc | CL A | 78,721 | $4.82M | 0.5% | +7,048+9.8% | Added | History |
| CPNGCoupang, Inc. | CL A | 126,692 | $2.25M | 0.3% | +68,719+118.5% | Added | History |
| EMNEastman Chemical Co | Stock | 22,286 | $2.23M | 0.3% | +22,286 | New | History |
| APDAir Products & Chemicals, Inc. | Stock | 8,355 | $2.02M | 0.2% | −114,677−93.2% | Reduced | History |
| PGRProgressive Corp | Stock | 8,596 | $1.78M | 0.2% | +4,276+99.0% | Added | History |
| PGProcter & Gamble Co | Stock | 10,252 | $1.66M | 0.2% | +4,420+75.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 9,415 | $1.42M | 0.2% | +4,068+76.1% | Added | History |
| RYRoyal Bank of Canada | Stock | 13,429 | $1.36M | 0.2% | +5,612+71.8% | Added | History |
| EVREvercore Inc. | CLASS A | 6,968 | $1.34M | 0.2% | +3,366+93.4% | Added | History |
| MAMastercard Inc | Stock | 2,746 | $1.32M | 0.1% | +1,462+113.9% | Added | History |
| VVisa Inc. | Stock | 4,612 | $1.29M | 0.1% | +2,541+122.7% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 3,148 | $894.4K | 0.1% | −126,712−97.6% | Reduced | History |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2023 (4)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 2,187 | $822.4K | 0.1% | History |
| ELEstee Lauder Companies Inc | CL A | 2,775 | $405.8K | <0.1% | History |
| GOOSCanada Goose Holdings Inc. | SHS SUB VTG | 31,922 | $378.3K | <0.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 6,151 | $377.7K | <0.1% | History |