Tremblant Capital Group
- SEC CIK
- 0001353312
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 43
- −1 vs. Q1 2025
- Portfolio value
- $1.03B
- +$219.1M (+26.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPOTSpotify Technology S.A. | Stock | 79,053 | $60.7M | 5.9% | −5,852−6.9% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 222,684 | $54.9M | 5.3% | −4,561−2.0% | Reduced | History |
| TKOTKO Group Holdings, Inc. | CL A | 278,431 | $50.7M | 4.9% | −30,490−9.9% | Reduced | History |
| DISWalt Disney Co | Stock | 400,174 | $49.6M | 4.8% | −6,946−1.7% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 9,726,839 | $48.9M | 4.7% | −67,752−0.7% | Reduced | History |
| ROKURoku, Inc | COM CL A | 545,048 | $47.9M | 4.6% | +166,130+43.8% | Added | History |
| WINGWingstop Inc. | COM | 129,650 | $43.7M | 4.2% | +41,298+46.7% | Added | History |
| CPNGCoupang, Inc. | CL A | 1,418,565 | $42.5M | 4.1% | +206,208+17.0% | Added | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 3,380,044 | $38.7M | 3.7% | +1,498,408+79.6% | Added | History |
| MELIMercadolibre Inc | COM | 14,560 | $38.1M | 3.7% | −3,291−18.4% | Reduced | History |
| SHOPShopify Inc. | Stock | 300,687 | $34.7M | 3.4% | +300,687 | New | History |
| MNDYmonday.com Ltd. | SHS | 110,226 | $34.7M | 3.3% | +17,043+18.3% | Added | History |
| UBERUber Technologies, Inc | Stock | 364,336 | $34.0M | 3.3% | +52,148+16.7% | Added | History |
| VRNSVaronis Systems Inc | COM | 653,697 | $33.2M | 3.2% | +34,007+5.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 149,525 | $32.8M | 3.2% | −15,932−9.6% | Reduced | History |
| SBUXStarbucks Corp | Stock | 357,473 | $32.8M | 3.2% | +357,473 | New | History |
| QTWOQ2 Holdings, Inc. | COM | 312,549 | $29.3M | 2.8% | +39,699+14.5% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 68,873 | $28.2M | 2.7% | −29,089−29.7% | Reduced | History |
| LYVLive Nation Entertainment, Inc. | COM | 185,753 | $28.1M | 2.7% | +185,753 | New | History |
| AVDXAvidXchange Holdings, Inc. | COM | 2,740,459 | $26.8M | 2.6% | −656,421−19.3% | Reduced | History |
| DKNGDraftKings Inc. | Stock | 588,967 | $25.3M | 2.4% | −46,869−7.4% | Reduced | History |
| BBWIBath & Body Works, Inc. | COM | 783,988 | $23.5M | 2.3% | +366,436+87.8% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 91,334 | $19.1M | 1.8% | −24,690−21.3% | Reduced | History |
| FIVNFive9, Inc. | COM | 651,707 | $17.3M | 1.7% | −53,356−7.6% | Reduced | History |
| PARPar Technology Corp | COM | 241,700 | $16.8M | 1.6% | +51,966+27.4% | Added | History |
| GLBEGlobal-E Online Ltd. | SHS | 490,312 | $16.4M | 1.6% | +490,312 | New | History |
| CSGPCostar Group, Inc. | COM | 199,881 | $16.1M | 1.6% | +103,252+106.9% | Added | History |
| CFLTConfluent, Inc. | CLASS A COM | 564,751 | $14.1M | 1.4% | +251,903+80.5% | Added | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 747,596 | $13.8M | 1.3% | −329,955−30.6% | Reduced | History |
| NCNOnCino, Inc. | COM | 471,462 | $13.2M | 1.3% | +60,533+14.7% | Added | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 145,851 | $11.8M | 1.1% | +26,381+22.1% | Added | History |
| KDPKeurig Dr Pepper Inc. | COM | 323,523 | $10.7M | 1.0% | −70,253−17.8% | Reduced | History |
| LIONLionsgate Studios Corp. | COM | 1,789,970 | $10.4M | 1.0% | +1,789,970 | New | History |
| ELEstee Lauder Companies Inc | CL A | 66,002 | $5.33M | 0.5% | +13,307+25.3% | Added | History |
| EVREvercore Inc. | CLASS A | 17,383 | $4.69M | 0.5% | +3,544+25.6% | Added | History |
| MTCHMatch Group, Inc. | COM | 143,543 | $4.43M | 0.4% | +8,470+6.3% | Added | History |
| PGRProgressive Corp | Stock | 13,421 | $3.58M | 0.3% | +359+2.7% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 17,386 | $3.56M | 0.3% | −88,745−83.6% | Reduced | History |
| PGProcter & Gamble Co | Stock | 21,407 | $3.41M | 0.3% | −2,047−8.7% | Reduced | History |
| VVisa Inc. | Stock | 8,718 | $3.10M | 0.3% | +233+2.7% | Added | History |
| MAMastercard Inc | Stock | 5,358 | $3.01M | 0.3% | +140+2.7% | Added | History |
| DINDine Brands Global, Inc. | COM | 118,507 | $2.88M | 0.3% | +118,507 | New | History |
| METAMeta Platforms, Inc. | Stock | 3,323 | $2.45M | 0.2% | +749+29.1% | 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 |
|---|---|---|---|
| TSLATesla, Inc. | Stock | $1.75M | – |
Sold out since Q1 2025 (7)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| SKXSkechers USA Inc | CL A | 450,739 | $25.6M | 3.1% | History |
| TCOMTrip.com Group Ltd | ADS | 275,849 | $17.5M | 2.1% | History |
| YUMCYum China Holdings, Inc. | COM | 290,984 | $15.1M | 1.9% | History |
| GAPGap Inc | COM | 408,478 | $8.42M | 1.0% | History |
| Starz Entertainment Corp535919500 | CL B NON VTG | 820,978 | $6.50M | 0.8% | – |
| Starz Entertainment Corp535919401 | CL A VTG | 514,292 | $4.55M | 0.6% | – |
| GOOGLAlphabet Inc. | Stock | 9,468 | $1.46M | 0.2% | History |