Tremblant Capital Group
- SEC CIK
- 0001353312
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 44
- +5 vs. Q3 2024
- Portfolio value
- $953.1M
- +$67.8M (+7.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GRABGrab Holdings Ltd | CLASS A ORD | 13,937,392 | $65.8M | 6.9% | +170,614+1.2% | Added | History |
| TKOTKO Group Holdings, Inc. | CL A | 403,709 | $57.4M | 6.0% | −79,710−16.5% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 124,260 | $55.6M | 5.8% | −39,489−24.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 205,325 | $45.0M | 4.7% | −69,175−25.2% | Reduced | History |
| ROKURoku, Inc | COM CL A | 581,383 | $43.2M | 4.5% | +581,383 | New | History |
| MELIMercadolibre Inc | COM | 23,623 | $40.2M | 4.2% | +118+0.5% | Added | History |
| DASHDoorDash, Inc. | Stock | 233,279 | $39.1M | 4.1% | −67,153−22.4% | Reduced | History |
| SKXSkechers USA Inc | CL A | 516,007 | $34.7M | 3.6% | +2,751+0.5% | Added | History |
| AVDXAvidXchange Holdings, Inc. | COM | 3,231,149 | $33.4M | 3.5% | +73,802+2.3% | Added | History |
| UBERUber Technologies, Inc | Stock | 548,183 | $33.1M | 3.5% | +55,269+11.2% | Added | History |
| DKNGDraftKings Inc. | Stock | 868,162 | $32.3M | 3.4% | −33,530−3.7% | Reduced | History |
| DISWalt Disney Co | Stock | 267,018 | $29.7M | 3.1% | −72,856−21.4% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 85,788 | $29.4M | 3.1% | −22,758−21.0% | Reduced | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 282,178 | $28.4M | 3.0% | −23,647−7.7% | Reduced | History |
| FIVNFive9, Inc. | COM | 654,174 | $26.6M | 2.8% | +127,979+24.3% | Added | History |
| VRNSVaronis Systems Inc | COM | 598,271 | $26.6M | 2.8% | +13,300+2.3% | Added | History |
| MNDYmonday.com Ltd. | SHS | 110,562 | $26.0M | 2.7% | +110,562 | New | History |
| KDPKeurig Dr Pepper Inc. | COM | 741,215 | $23.8M | 2.5% | −148,818−16.7% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 1,076,311 | $23.7M | 2.5% | +333,024+44.8% | Added | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 550,135 | $22.8M | 2.4% | +318,080+137.1% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 121,497 | $22.1M | 2.3% | −17,307−12.5% | ReducedConverted for a 2-for-1 split | History |
| QTWOQ2 Holdings, Inc. | COM | 218,237 | $22.0M | 2.3% | −180,841−45.3% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 113,817 | $21.6M | 2.3% | −39,643−25.8% | Reduced | History |
| GAPGap Inc | COM | 901,419 | $21.3M | 2.2% | +901,419 | New | History |
| TCOMTrip.com Group Ltd | ADS | 297,695 | $20.4M | 2.1% | +204,744+220.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 102,026 | $19.3M | 2.0% | −76,903−43.0% | Reduced | History |
| YUMCYum China Holdings, Inc. | COM | 315,618 | $15.2M | 1.6% | −74,587−19.1% | Reduced | History |
| ONONOn Holding AG | Stock | 276,571 | $15.1M | 1.6% | +276,571 | New | History |
| NCNOnCino, Inc. | COM | 384,239 | $12.9M | 1.4% | +17,029+4.6% | Added | History |
| CSGPCostar Group, Inc. | COM | 173,868 | $12.4M | 1.3% | +173,868 | New | History |
| BBWIBath & Body Works, Inc. | COM | 177,743 | $6.89M | 0.7% | +177,743 | New | History |
| Starz Entertainment Corp535919500 | CL B NON VTG | 850,750 | $6.42M | 0.7% | −188,662−18.2% | Reduced | – |
| Starz Entertainment Corp535919401 | CL A VTG | 529,263 | $4.52M | 0.5% | −268,042−33.6% | Reduced | – |
| MTCHMatch Group, Inc. | COM | 129,271 | $4.23M | 0.4% | +129,271 | New | History |
| BIDUBaidu, Inc. | ADR | 46,304 | $3.90M | 0.4% | −78,433−62.9% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 50,429 | $3.78M | 0.4% | +50,429 | New | History |
| EVREvercore Inc. | CLASS A | 13,245 | $3.67M | 0.4% | +1,728+15.0% | Added | History |
| PGProcter & Gamble Co | Stock | 21,553 | $3.61M | 0.4% | +2,816+15.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 5,506 | $3.22M | 0.3% | +704+14.7% | Added | History |
| PGRProgressive Corp | Stock | 12,501 | $3.00M | 0.3% | +2,161+20.9% | Added | History |
| EMNEastman Chemical Co | Stock | 32,128 | $2.93M | 0.3% | +4,180+15.0% | Added | History |
| MAMastercard Inc | Stock | 4,998 | $2.63M | 0.3% | +640+14.7% | Added | History |
| VVisa Inc. | Stock | 8,116 | $2.56M | 0.3% | +1,044+14.8% | Added | History |
| RYRoyal Bank of Canada | Stock | 20,960 | $2.53M | 0.3% | +2,708+14.8% | 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 | – | $12.5M |
Sold out since Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.