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Livermore
Livermore
ZHEN

Tremblant Capital Group

SEC CIK
0001353312
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
39
−4 vs. Q2 2025
Portfolio value
$969.0M
−$66.0M (−6.4%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Tremblant Capital Group in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
WBDWarner Bros. Discovery, Inc.Stock3,036,282$59.3M6.1%−343,762−10.2%ReducedHistory
GRABGrab Holdings LtdCLASS A ORD9,567,004$57.6M5.9%−159,835−1.6%ReducedHistory
DASHDoorDash, Inc.Stock197,039$53.6M5.5%−25,645−11.5%ReducedHistory
SPOTSpotify Technology S.A.Stock74,822$52.2M5.4%−4,231−5.4%ReducedHistory
TKOTKO Group Holdings, Inc.CL A249,486$50.4M5.2%−28,945−10.4%ReducedHistory
DISWalt Disney CoStock374,966$42.9M4.4%−25,208−6.3%ReducedHistory
CPNGCoupang, Inc.CL A1,283,619$41.3M4.3%−134,946−9.5%ReducedHistory
ROKURoku, IncCOM CL A382,391$38.3M4.0%−162,657−29.8%ReducedHistory
UBERUber Technologies, IncStock377,390$37.0M3.8%+13,054+3.6%AddedHistory
MELIMercadolibre IncCOM15,318$35.8M3.7%+758+5.2%AddedHistory
MNDYmonday.com Ltd.SHS175,831$34.1M3.5%+65,605+59.5%AddedHistory
LYVLive Nation Entertainment, Inc.COM205,319$33.5M3.5%+19,566+10.5%AddedHistory
WINGWingstop Inc.COM121,681$30.6M3.2%−7,969−6.1%ReducedHistory
Cyberark Software LtdM2682V108SHS60,201$29.1M3.0%+60,201New–
SBUXStarbucks CorpStock332,334$28.1M2.9%−25,139−7.0%ReducedHistory
SHOPShopify Inc.Stock182,089$27.1M2.8%−118,598−39.4%ReducedHistory
CMGChipotle Mexican Grill IncCOM669,287$26.2M2.7%+669,287NewHistory
VRNSVaronis Systems IncCOM451,125$25.9M2.7%−202,572−31.0%ReducedHistory
QTWOQ2 Holdings, Inc.COM357,132$25.9M2.7%+44,583+14.3%AddedHistory
DKNGDraftKings Inc.Stock628,054$23.5M2.4%+39,087+6.6%AddedHistory
BBWIBath & Body Works, Inc.COM874,639$22.5M2.3%+90,651+11.6%AddedHistory
VSXYVictoria's Secret & Co.COMMON STOCK728,571$19.8M2.0%−19,025−2.5%ReducedHistory
CSGPCostar Group, Inc.COM225,928$19.1M2.0%+26,047+13.0%AddedHistory
GLBEGlobal-E Online Ltd.SHS527,519$18.9M1.9%+37,207+7.6%AddedHistory
NCNOnCino, Inc.COM661,277$17.9M1.9%+189,815+40.3%AddedHistory
AMZNAmazon Com IncStock75,700$16.6M1.7%−73,825−49.4%ReducedHistory
CHTRCharter Communications, Inc.CL A58,916$16.2M1.7%−9,957−14.5%ReducedHistory
FIVNFive9, Inc.COM646,883$15.7M1.6%−4,824−0.7%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock65,936$13.2M1.4%−25,398−27.8%ReducedHistory
WHWyndham Hotels & Resorts, Inc.COM147,021$11.7M1.2%+1,170+0.8%AddedHistory
LIONLionsgate Studios Corp.COM1,578,587$10.9M1.1%−211,383−11.8%ReducedHistory
CFLTConfluent, Inc.CLASS A COM312,702$6.19M0.6%−252,049−44.6%ReducedHistory
PGRProgressive CorpStock20,609$5.09M0.5%+7,188+53.6%AddedHistory
EVREvercore Inc.CLASS A14,909$5.03M0.5%−2,474−14.2%ReducedHistory
MTCHMatch Group, Inc.COM134,368$4.75M0.5%−9,175−6.4%ReducedHistory
ELEstee Lauder Companies IncCL A46,605$4.11M0.4%−19,397−29.4%ReducedHistory
MAMastercard IncStock5,828$3.32M0.3%+470+8.8%AddedHistory
VVisa Inc.Stock9,496$3.24M0.3%+778+8.9%AddedHistory
KDPKeurig Dr Pepper Inc.COM91,043$2.32M0.2%−232,480−71.9%ReducedHistory

Sold out since Q2 2025 (6)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Tremblant Capital Group sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
AVDXAvidXchange Holdings, Inc.COM2,740,459$26.8M2.6%History
PARPar Technology CorpCOM241,700$16.8M1.6%History
PANWPalo Alto Networks IncStock17,386$3.56M0.3%History
PGProcter & Gamble CoStock21,407$3.41M0.3%History
DINDine Brands Global, Inc.COM118,507$2.88M0.3%History
METAMeta Platforms, Inc.Stock3,323$2.45M0.2%History