Tremblant Capital Group
- SEC CIK
- 0001353312
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 44
- 0 vs. Q4 2024
- Portfolio value
- $815.9M
- −$137.2M (−14.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TKOTKO Group Holdings, Inc. | CL A | 308,921 | $47.2M | 5.8% | −94,788−23.5% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 84,905 | $46.7M | 5.7% | −39,355−31.7% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 9,794,591 | $44.4M | 5.4% | −4,142,801−29.7% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 227,245 | $41.5M | 5.1% | −6,034−2.6% | Reduced | History |
| DISWalt Disney Co | Stock | 407,120 | $40.2M | 4.9% | +140,102+52.5% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 97,962 | $36.1M | 4.4% | +12,174+14.2% | Added | History |
| MELIMercadolibre Inc | COM | 17,851 | $34.8M | 4.3% | −5,772−24.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 165,457 | $31.5M | 3.9% | −39,868−19.4% | Reduced | History |
| AVDXAvidXchange Holdings, Inc. | COM | 3,396,880 | $28.8M | 3.5% | +165,731+5.1% | Added | History |
| ROKURoku, Inc | COM CL A | 378,918 | $26.7M | 3.3% | −202,465−34.8% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 1,212,357 | $26.6M | 3.3% | +136,046+12.6% | Added | History |
| SKXSkechers USA Inc | CL A | 450,739 | $25.6M | 3.1% | −65,268−12.6% | Reduced | History |
| VRNSVaronis Systems Inc | COM | 619,690 | $25.1M | 3.1% | +21,419+3.6% | Added | History |
| UBERUber Technologies, Inc | Stock | 312,188 | $22.7M | 2.8% | −235,995−43.1% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 93,183 | $22.7M | 2.8% | −17,379−15.7% | Reduced | History |
| QTWOQ2 Holdings, Inc. | COM | 272,850 | $21.8M | 2.7% | +54,613+25.0% | Added | History |
| DKNGDraftKings Inc. | Stock | 635,836 | $21.1M | 2.6% | −232,326−26.8% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 116,024 | $21.0M | 2.6% | +2,207+1.9% | Added | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 1,881,636 | $20.2M | 2.5% | +1,881,636 | New | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 1,077,551 | $20.0M | 2.5% | +527,416+95.9% | Added | History |
| WINGWingstop Inc. | COM | 88,352 | $19.9M | 2.4% | +88,352 | New | History |
| FIVNFive9, Inc. | COM | 705,063 | $19.1M | 2.3% | +50,889+7.8% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 106,131 | $18.1M | 2.2% | −15,366−12.6% | Reduced | History |
| TCOMTrip.com Group Ltd | ADS | 275,849 | $17.5M | 2.1% | −21,846−7.3% | Reduced | History |
| YUMCYum China Holdings, Inc. | COM | 290,984 | $15.1M | 1.9% | −24,634−7.8% | Reduced | History |
| KDPKeurig Dr Pepper Inc. | COM | 393,776 | $13.5M | 1.7% | −347,439−46.9% | Reduced | History |
| BBWIBath & Body Works, Inc. | COM | 417,552 | $12.7M | 1.6% | +239,809+134.9% | Added | History |
| PARPar Technology Corp | COM | 189,734 | $11.6M | 1.4% | +189,734 | New | History |
| NCNOnCino, Inc. | COM | 410,929 | $11.3M | 1.4% | +26,690+6.9% | Added | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 119,470 | $10.8M | 1.3% | −162,708−57.7% | Reduced | History |
| GAPGap Inc | COM | 408,478 | $8.42M | 1.0% | −492,941−54.7% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 96,629 | $7.66M | 0.9% | −77,239−44.4% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 312,848 | $7.33M | 0.9% | +312,848 | New | History |
| Starz Entertainment Corp535919500 | CL B NON VTG | 820,978 | $6.50M | 0.8% | −29,772−3.5% | Reduced | – |
| Starz Entertainment Corp535919401 | CL A VTG | 514,292 | $4.55M | 0.6% | −14,971−2.8% | Reduced | – |
| MTCHMatch Group, Inc. | COM | 135,073 | $4.21M | 0.5% | +5,802+4.5% | Added | History |
| PGProcter & Gamble Co | Stock | 23,454 | $4.00M | 0.5% | +1,901+8.8% | Added | History |
| PGRProgressive Corp | Stock | 13,062 | $3.70M | 0.5% | +561+4.5% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 52,695 | $3.48M | 0.4% | +2,266+4.5% | Added | History |
| VVisa Inc. | Stock | 8,485 | $2.97M | 0.4% | +369+4.5% | Added | History |
| MAMastercard Inc | Stock | 5,218 | $2.86M | 0.4% | +220+4.4% | Added | History |
| EVREvercore Inc. | CLASS A | 13,839 | $2.76M | 0.3% | +594+4.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 2,574 | $1.48M | 0.2% | −2,932−53.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 9,468 | $1.46M | 0.2% | −92,558−90.7% | Reduced | 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 Q4 2024 (4)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| ONONOn Holding AG | Stock | 276,571 | $15.1M | 1.6% | History |
| BIDUBaidu, Inc. | ADR | 46,304 | $3.90M | 0.4% | History |
| EMNEastman Chemical Co | Stock | 32,128 | $2.93M | 0.3% | History |
| RYRoyal Bank of Canada | Stock | 20,960 | $2.53M | 0.3% | History |