Skip to main content
Livermore
Livermore
ZHEN

Tremblant Capital Group

SEC CIK
0001353312
Latest filing
Aug 14, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
39
0 vs. Q2 2024
Portfolio value
$885.3M
+$7.43M (+0.8%) vs. Q2 2024
Filed
Nov 14, 2024
SEC
Holdings of Tremblant Capital Group in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPOTSpotify Technology S.A.Stock163,749$60.3M6.8%−34,418−17.4%ReducedHistory
TKOTKO Group Holdings, Inc.CL A483,419$59.8M6.8%−75,041−13.4%ReducedHistory
GRABGrab Holdings LtdCLASS A ORD13,766,778$52.3M5.9%−125,233−0.9%ReducedHistory
AMZNAmazon Com IncStock274,500$51.1M5.8%+8,348+3.1%AddedHistory
MELIMercadolibre IncCOM23,505$48.2M5.4%−487−2.0%ReducedHistory
DASHDoorDash, Inc.Stock300,432$42.9M4.8%+26,807+9.8%AddedHistory
SMARSmartsheet IncCOM CL A676,729$37.5M4.2%−18,294−2.6%ReducedHistory
UBERUber Technologies, IncStock492,914$37.0M4.2%−272,372−35.6%ReducedHistory
DKNGDraftKings Inc.Stock901,692$35.3M4.0%−21,677−2.3%ReducedHistory
CHTRCharter Communications, Inc.CL A108,546$35.2M4.0%+14,783+15.8%AddedHistory
SKXSkechers USA IncCL A513,256$34.3M3.9%+432,749+537.5%AddedHistory
KDPKeurig Dr Pepper Inc.COM890,033$33.4M3.8%−92,394−9.4%ReducedHistory
VRNSVaronis Systems IncCOM584,971$33.1M3.7%−15,263−2.5%ReducedHistory
DISWalt Disney CoStock339,874$32.7M3.7%−7,023−2.0%ReducedHistory
QTWOQ2 Holdings, Inc.COM399,078$31.8M3.6%−197,978−33.2%ReducedHistory
GOOGLAlphabet Inc.Stock178,929$29.7M3.4%−53,475−23.0%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock153,460$27.9M3.2%+25,832+20.2%AddedHistory
AVDXAvidXchange Holdings, Inc.COM3,157,347$25.6M2.9%+987,233+45.5%AddedHistory
WHWyndham Hotels & Resorts, Inc.COM305,825$23.9M2.7%−155,018−33.6%ReducedHistory
PANWPalo Alto Networks IncStock69,402$23.7M2.7%−6,494−8.6%ReducedHistory
CPNGCoupang, Inc.CL A743,287$18.2M2.1%−80,354−9.8%ReducedHistory
YUMCYum China Holdings, Inc.COM390,205$17.6M2.0%−235,676−37.7%ReducedHistory
FIVNFive9, Inc.COM526,195$15.1M1.7%−47,245−8.2%ReducedHistory
BIDUBaidu, Inc.ADR124,737$13.1M1.5%+124,737NewHistory
NCNOnCino, Inc.COM367,210$11.6M1.3%+367,210NewHistory
Starz Entertainment Corp535919500CL B NON VTG1,039,412$7.19M0.8%−122,055−10.5%Reduced–
Starz Entertainment Corp535919401CL A VTG797,305$6.24M0.7%−130,800−14.1%Reduced–
VSXYVictoria's Secret & Co.COMMON STOCK232,055$5.96M0.7%+232,055NewHistory
TCOMTrip.com Group LtdADS92,951$5.52M0.6%+92,951NewHistory
FIVEFive Below, IncCOM46,674$4.12M0.5%−12,960−21.7%ReducedHistory
APDAir Products & Chemicals, Inc.Stock12,576$3.74M0.4%+73+0.6%AddedHistory
PGProcter & Gamble CoStock18,737$3.25M0.4%+1,421+8.2%AddedHistory
EMNEastman Chemical CoStock27,948$3.13M0.4%+2,128+8.2%AddedHistory
EVREvercore Inc.CLASS A11,517$2.92M0.3%+866+8.1%AddedHistory
METAMeta Platforms, Inc.Stock4,802$2.75M0.3%+363+8.2%AddedHistory
PGRProgressive CorpStock10,340$2.62M0.3%−1,939−15.8%ReducedHistory
RYRoyal Bank of CanadaStock18,252$2.28M0.3%−1,674−8.4%ReducedHistory
MAMastercard IncStock4,358$2.15M0.2%+330+8.2%AddedHistory
VVisa Inc.Stock7,072$1.94M0.2%+530+8.1%AddedHistory

Options (5)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Tremblant Capital Group in Q3 2024
SecurityClassPutsCalls
State Street SPDR S&P Regional Banking ETF78464A698ETF$9.91M–
UBERUber Technologies, IncStock–$5.35M
KDPKeurig Dr Pepper Inc.COM–$3.53M
SMARSmartsheet IncCOM CL A–$2.33M
TSLATesla, Inc.Stock$2.33M–

Sold out since Q2 2024 (4)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Tremblant Capital Group sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
SBUXStarbucks CorpStock210,994$16.4M1.9%History
MBLYMobileye Global Inc.Stock557,714$15.7M1.8%History
VACMarriott Vacations Worldwide CorpCOM93,858$8.20M0.9%History
ELEstee Lauder Companies IncCL A11,603$1.23M0.1%History