Tremblant Capital Group
- SEC CIK
- 0001353312
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 39
- +1 vs. Q1 2024
- Portfolio value
- $877.9M
- −$11.8M (−1.3%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPOTSpotify Technology S.A. | Stock | 198,167 | $62.2M | 7.1% | −33,375−14.4% | Reduced | History |
| TKOTKO Group Holdings, Inc. | CL A | 558,460 | $60.3M | 6.9% | −95,150−14.6% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 765,286 | $55.6M | 6.3% | +25,366+3.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 266,152 | $51.4M | 5.9% | −3,189−1.2% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 13,892,011 | $49.3M | 5.6% | +831,263+6.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 232,404 | $42.3M | 4.8% | +222,989+2,368.4% | Added | History |
| MELIMercadolibre Inc | COM | 23,992 | $39.4M | 4.5% | +3,513+17.2% | Added | History |
| QTWOQ2 Holdings, Inc. | COM | 597,056 | $36.0M | 4.1% | −135,008−18.4% | Reduced | History |
| DKNGDraftKings Inc. | Stock | 923,369 | $35.2M | 4.0% | +87,269+10.4% | Added | History |
| DISWalt Disney Co | Stock | 346,897 | $34.4M | 3.9% | −23,618−6.4% | Reduced | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 460,843 | $34.1M | 3.9% | −2,083−0.4% | Reduced | History |
| KDPKeurig Dr Pepper Inc. | COM | 982,427 | $32.8M | 3.7% | −226,016−18.7% | Reduced | History |
| SMARSmartsheet Inc | COM CL A | 695,023 | $30.6M | 3.5% | −75,284−9.8% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 273,625 | $29.8M | 3.4% | −33,226−10.8% | Reduced | History |
| VRNSVaronis Systems Inc | COM | 600,234 | $28.8M | 3.3% | −27,866−4.4% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 93,763 | $28.0M | 3.2% | −3,162−3.3% | Reduced | History |
| AVDXAvidXchange Holdings, Inc. | COM | 2,170,114 | $26.2M | 3.0% | +5,971+0.3% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 75,896 | $25.7M | 2.9% | +72,748+2,310.9% | Added | History |
| FIVNFive9, Inc. | COM | 573,440 | $25.3M | 2.9% | −39,626−6.5% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 127,628 | $20.2M | 2.3% | −102,107−44.4% | Reduced | History |
| YUMCYum China Holdings, Inc. | COM | 625,881 | $19.3M | 2.2% | +23,263+3.9% | Added | History |
| CPNGCoupang, Inc. | CL A | 823,641 | $17.3M | 2.0% | +696,949+550.1% | Added | History |
| SBUXStarbucks Corp | Stock | 210,994 | $16.4M | 1.9% | +210,994 | New | History |
| MBLYMobileye Global Inc. | Stock | 557,714 | $15.7M | 1.8% | +557,714 | New | History |
| Starz Entertainment Corp535919500 | CL B NON VTG | 1,161,467 | $9.95M | 1.1% | −164,466−12.4% | Reduced | – |
| Starz Entertainment Corp535919401 | CL A VTG | 928,105 | $8.74M | 1.0% | −2350.0% | Reduced | – |
| VACMarriott Vacations Worldwide Corp | COM | 93,858 | $8.20M | 0.9% | +41,616+79.7% | Added | History |
| FIVEFive Below, Inc | COM | 59,634 | $6.50M | 0.7% | −33,317−35.8% | Reduced | History |
| SKXSkechers USA Inc | CL A | 80,507 | $5.56M | 0.6% | +1,786+2.3% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 12,503 | $3.23M | 0.4% | +4,148+49.6% | Added | History |
| PGProcter & Gamble Co | Stock | 17,316 | $2.86M | 0.3% | +7,064+68.9% | Added | History |
| PGRProgressive Corp | Stock | 12,279 | $2.55M | 0.3% | +3,683+42.8% | Added | History |
| EMNEastman Chemical Co | Stock | 25,820 | $2.53M | 0.3% | +3,534+15.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 4,439 | $2.24M | 0.3% | −73,869−94.3% | Reduced | History |
| EVREvercore Inc. | CLASS A | 10,651 | $2.22M | 0.3% | +3,683+52.9% | Added | History |
| RYRoyal Bank of Canada | Stock | 19,926 | $2.12M | 0.2% | +6,497+48.4% | Added | History |
| MAMastercard Inc | Stock | 4,028 | $1.78M | 0.2% | +1,282+46.7% | Added | History |
| VVisa Inc. | Stock | 6,542 | $1.72M | 0.2% | +1,930+41.8% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 11,603 | $1.23M | 0.1% | +11,603 | New | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2024 (2)
Positions held at the end of Q1 2024 that are gone from this filing.