Tremblant Capital Group
- SEC CIK
- 0001353312
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 68
- +29 vs. Q3 2025
- Portfolio value
- $3.92B
- +$2.95B (+304.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPOTSpotify Technology S.A. | Stock | 241,449 | $140.2M | 3.6% | +166,627+222.7% | Added | History |
| DASHDoorDash, Inc. | Stock | 595,966 | $135.0M | 3.4% | +398,927+202.5% | Added | History |
| TKOTKO Group Holdings, Inc. | CL A | 640,684 | $133.9M | 3.4% | +391,198+156.8% | Added | History |
| QTWOQ2 Holdings, Inc. | COM | 1,813,697 | $130.9M | 3.3% | +1,456,565+407.9% | Added | History |
| WINGWingstop Inc. | COM | 493,071 | $117.6M | 3.0% | +371,390+305.2% | Added | History |
| VRNSVaronis Systems Inc | COM | 3,509,649 | $115.1M | 2.9% | +3,058,524+678.0% | Added | History |
| LYVLive Nation Entertainment, Inc. | COM | 785,031 | $111.9M | 2.9% | +579,712+282.3% | Added | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 22,140,776 | $110.5M | 2.8% | +12,573,772+131.4% | Added | History |
| CSGPCostar Group, Inc. | COM | 1,635,964 | $110.0M | 2.8% | +1,410,036+624.1% | Added | History |
| LITELumentum Holdings Inc. | COM | 298,417 | $110.0M | 2.8% | +298,417 | New | History |
| ROKURoku, Inc | COM CL A | 990,118 | $107.4M | 2.7% | +607,727+158.9% | Added | History |
| CPNGCoupang, Inc. | CL A | 4,546,882 | $107.3M | 2.7% | +3,263,263+254.2% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 2,713,065 | $100.4M | 2.6% | +2,043,778+305.4% | Added | History |
| MNDYmonday.com Ltd. | SHS | 654,848 | $96.6M | 2.5% | +479,017+272.4% | Added | History |
| NCNOnCino, Inc. | COM | 3,533,706 | $90.6M | 2.3% | +2,872,429+434.4% | Added | History |
| UBERUber Technologies, Inc | Stock | 1,061,953 | $86.8M | 2.2% | +684,563+181.4% | Added | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 303,860 | $84.8M | 2.2% | +303,860 | New | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 2,904,702 | $83.7M | 2.1% | −131,580−4.3% | Reduced | History |
| Cyberark Software LtdM2682V108 | SHS | 185,691 | $82.8M | 2.1% | +125,490+208.5% | Added | – |
| LPLALPL Financial Holdings Inc. | COM | 222,165 | $79.4M | 2.0% | +222,165 | New | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 1,060,440 | $78.9M | 2.0% | +1,060,440 | New | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,032,055 | $78.0M | 2.0% | +885,034+602.0% | Added | History |
| RDDTReddit, Inc. | Stock | 336,361 | $77.3M | 2.0% | +336,361 | New | History |
| HWMHowmet Aerospace Inc. | Stock | 374,175 | $76.7M | 2.0% | +374,175 | New | History |
| CORCencora, Inc. | Stock | 202,811 | $68.5M | 1.7% | +202,811 | New | History |
| GLBEGlobal-E Online Ltd. | SHS | 1,678,500 | $66.0M | 1.7% | +1,150,981+218.2% | Added | History |
| ROLRollins Inc | COM | 1,082,629 | $65.0M | 1.7% | +1,082,629 | New | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 298,133 | $63.6M | 1.6% | +232,197+352.2% | Added | History |
| CVNACarvana Co. | CL A | 141,135 | $59.6M | 1.5% | +141,135 | New | History |
| CPAYCorpay, Inc. | COM SHS | 182,060 | $54.8M | 1.4% | +182,060 | New | History |
| AXONAxon Enterprise, Inc. | COM | 94,231 | $53.5M | 1.4% | +94,231 | New | History |
| RKLBRocket Lab Corp | COM | 762,548 | $53.2M | 1.4% | +762,548 | New | History |
| BWXTBWX Technologies, Inc. | COM | 291,174 | $50.3M | 1.3% | +291,174 | New | History |
| EVREvercore Inc. | CLASS A | 145,646 | $49.6M | 1.3% | +130,737+876.9% | Added | History |
| SBUXStarbucks Corp | Stock | 573,972 | $48.3M | 1.2% | +241,638+72.7% | Added | History |
| TLNTalen Energy Corp | COM | 120,947 | $45.3M | 1.2% | +120,947 | New | History |
| IDXXIDEXX Laboratories Inc | COM | 65,288 | $44.2M | 1.1% | +65,288 | New | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 110,132 | $43.8M | 1.1% | +110,132 | New | History |
| VEEVVeeva Systems Inc | Stock | 192,390 | $42.9M | 1.1% | +192,390 | New | History |
| DISWalt Disney Co | Stock | 375,835 | $42.8M | 1.1% | +869+0.2% | Added | History |
| SOFISoFi Technologies, Inc. | Stock | 1,624,973 | $42.5M | 1.1% | +1,624,973 | New | History |
| EMEEMCOR Group, Inc. | Stock | 69,216 | $42.3M | 1.1% | +69,216 | New | History |
| MDBMongoDB, Inc. | CL A | 96,809 | $40.6M | 1.0% | +96,809 | New | History |
| BEBloom Energy Corp | COM CL A | 465,143 | $40.4M | 1.0% | +465,143 | New | History |
| TRGPTarga Resources Corp. | COM | 201,492 | $37.2M | 0.9% | +201,492 | New | History |
| NETCloudflare, Inc. | CL A COM | 187,125 | $36.9M | 0.9% | +187,125 | New | History |
| PARPar Technology Corp | COM | 1,001,365 | $36.3M | 0.9% | +1,001,365 | New | History |
| ATECAlphatec Holdings, Inc. | COM NEW | 1,624,997 | $34.2M | 0.9% | +1,624,997 | New | History |
| PODDInsulet Corp | Stock | 108,469 | $30.8M | 0.8% | +108,469 | New | History |
| INSMINSMED Inc | COM PAR $.01 | 175,650 | $30.6M | 0.8% | +175,650 | New | History |
| MELIMercadolibre Inc | COM | 14,864 | $29.9M | 0.8% | −454−3.0% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 401,617 | $29.2M | 0.7% | +401,617 | New | History |
| RKTRocket Companies, Inc. | Stock | 1,433,158 | $27.7M | 0.7% | +1,433,158 | New | History |
| OKTAOkta, Inc. | CL A | 309,133 | $26.7M | 0.7% | +309,133 | New | History |
| AMZNAmazon Com Inc | Stock | 114,555 | $26.4M | 0.7% | +38,855+51.3% | Added | History |
| SHOPShopify Inc. | Stock | 161,292 | $26.0M | 0.7% | −20,797−11.4% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 103,089 | $20.0M | 0.5% | +103,089 | New | History |
| LIONLionsgate Studios Corp. | COM | 1,494,393 | $13.6M | 0.3% | −84,194−5.3% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 449,655 | $13.6M | 0.3% | +136,953+43.8% | Added | History |
| DKNGDraftKings Inc. | Stock | 179,569 | $6.19M | 0.2% | −448,485−71.4% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 26,508 | $4.88M | 0.1% | +26,508 | New | History |
| ELEstee Lauder Companies Inc | CL A | 45,795 | $4.80M | 0.1% | −810−1.7% | Reduced | History |
| PGRProgressive Corp | Stock | 20,249 | $4.61M | 0.1% | −360−1.7% | Reduced | History |
| MTCHMatch Group, Inc. | COM | 138,096 | $4.46M | 0.1% | +3,728+2.8% | Added | History |
| BBWIBath & Body Works, Inc. | COM | 198,861 | $3.99M | 0.1% | −675,778−77.3% | Reduced | History |
| VVisa Inc. | Stock | 9,326 | $3.27M | 0.1% | −170−1.8% | Reduced | History |
| MAMastercard Inc | Stock | 5,728 | $3.27M | 0.1% | −100−1.7% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 14,873 | $3.10M | 0.1% | −44,043−74.8% | Reduced | History |
Sold out since Q3 2025 (3)
Positions held at the end of Q3 2025 that are gone from this filing.