Tremblant Capital Group
- SEC CIK
- 0001353312
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 58
- +1 vs. Q1 2026
- Portfolio value
- $3.48B
- +$375.4M (+12.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VRNSVaronis Systems Inc | COM | 3,749,840 | $157.3M | 4.5% | +170,172+4.8% | Added | History |
| SMTCSemtech Corp | Stock | 887,268 | $143.6M | 4.1% | +887,268 | New | History |
| LYVLive Nation Entertainment, Inc. | COM | 741,878 | $135.8M | 3.9% | −13,349−1.8% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 293,314 | $134.7M | 3.9% | +12,869+4.6% | Added | History |
| MKSIMKS Inc | COM | 295,385 | $131.4M | 3.8% | −34,401−10.4% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 672,273 | $124.1M | 3.6% | −4,875−0.7% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 6,950,075 | $120.7M | 3.5% | +2,014,040+40.8% | Added | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 1,464,129 | $119.4M | 3.4% | +66,881+4.8% | Added | History |
| FORMFormfactor Inc | COM | 713,450 | $114.1M | 3.3% | +713,450 | New | History |
| BEBloom Energy Corp | COM CL A | 366,911 | $111.1M | 3.2% | −178,273−32.7% | Reduced | History |
| TKOTKO Group Holdings, Inc. | CL A | 540,968 | $108.9M | 3.1% | −57,329−9.6% | Reduced | History |
| RDDTReddit, Inc. | Stock | 600,346 | $104.2M | 3.0% | +26,603+4.6% | Added | History |
| MDBMongoDB, Inc. | CL A | 303,538 | $102.0M | 2.9% | +36,080+13.5% | Added | History |
| WINGWingstop Inc. | COM | 546,553 | $94.8M | 2.7% | +69,452+14.6% | Added | History |
| NETCloudflare, Inc. | CL A COM | 384,993 | $94.4M | 2.7% | +90,785+30.9% | Added | History |
| QTWOQ2 Holdings, Inc. | COM | 1,842,165 | $88.6M | 2.5% | +139,189+8.2% | Added | History |
| HWMHowmet Aerospace Inc. | Stock | 324,954 | $87.4M | 2.5% | −28,977−8.2% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 23,045,100 | $86.9M | 2.5% | −1,326,335−5.4% | Reduced | History |
| LITELumentum Holdings Inc. | COM | 96,453 | $82.8M | 2.4% | −56,232−36.8% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 2,319,529 | $78.9M | 2.3% | −7810.0% | Reduced | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 919,053 | $77.4M | 2.2% | −93,637−9.2% | Reduced | History |
| TLNTalen Energy Corp | COM | 197,712 | $76.0M | 2.2% | +40,152+25.5% | Added | History |
| RKLBRocket Lab Corp | COM | 676,072 | $68.7M | 2.0% | −77,740−10.3% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 252,814 | $68.2M | 2.0% | −15,044−5.6% | Reduced | History |
| CORCencora, Inc. | Stock | 237,486 | $67.2M | 1.9% | +23,973+11.2% | Added | History |
| FTAIFTAI Aviation Ltd. | SHS | 233,414 | $63.1M | 1.8% | −1,880−0.8% | Reduced | History |
| EMEEMCOR Group, Inc. | Stock | 67,255 | $55.8M | 1.6% | −1,168−1.7% | Reduced | History |
| TRGPTarga Resources Corp. | COM | 195,782 | $52.5M | 1.5% | −3,402−1.7% | Reduced | History |
| FCFSFirstCash Holdings, Inc. | COM | 203,059 | $43.9M | 1.3% | +63,675+45.7% | Added | History |
| CVNACarvana Co. | CL A | 630,952 | $41.5M | 1.2% | −10,968−1.7% | ReducedConverted for a 5-for-1 split | History |
| BWXTBWX Technologies, Inc. | COM | 208,548 | $40.6M | 1.2% | −46,948−18.4% | Reduced | History |
| ROKURoku, Inc | COM CL A | 283,003 | $39.1M | 1.1% | −678,217−70.6% | Reduced | History |
| SBUXStarbucks Corp | Stock | 379,456 | $38.8M | 1.1% | −187,940−33.1% | Reduced | History |
| VLOValero Energy Corp | Stock | 139,187 | $36.2M | 1.0% | −2,420−1.7% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 134,035 | $34.9M | 1.0% | +134,035 | New | History |
| MNDYmonday.com Ltd. | SHS | 464,851 | $33.7M | 1.0% | +300,331+182.5% | Added | History |
| IDXXIDEXX Laboratories Inc | COM | 63,437 | $33.4M | 1.0% | −1,103−1.7% | Reduced | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 1,512,176 | $31.9M | 0.9% | −1,084,160−41.8% | Reduced | History |
| GHGuardant Health, Inc. | COM | 197,795 | $29.7M | 0.9% | +197,795 | New | History |
| UBERUber Technologies, Inc | Stock | 400,556 | $28.9M | 0.8% | −907,390−69.4% | Reduced | History |
| SOFISoFi Technologies, Inc. | Stock | 1,578,915 | $28.3M | 0.8% | −27,440−1.7% | Reduced | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 92,940 | $28.0M | 0.8% | −1,616−1.7% | Reduced | History |
| ONDSOndas Inc. | COM NEW | 3,366,218 | $27.7M | 0.8% | +3,366,218 | New | History |
| DISWalt Disney Co | Stock | 271,194 | $26.1M | 0.7% | +7,999+3.0% | Added | History |
| PODDInsulet Corp | Stock | 156,111 | $23.8M | 0.7% | +48,885+45.6% | Added | History |
| MELIMercadolibre Inc | COM | 13,372 | $22.7M | 0.7% | −44−0.3% | Reduced | History |
| ATECAlphatec Holdings, Inc. | COM NEW | 2,577,799 | $22.3M | 0.6% | +385,715+17.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 88,686 | $21.1M | 0.6% | −23,663−21.1% | Reduced | History |
| NTRANatera, Inc. | COM | 71,016 | $19.3M | 0.6% | +71,016 | New | History |
| INSMINSMED Inc | COM PAR $.01 | 170,670 | $18.2M | 0.5% | −2,967−1.7% | Reduced | History |
| SHOPShopify Inc. | Stock | 155,592 | $17.8M | 0.5% | +17,159+12.4% | Added | History |
| NRGNRG Energy, Inc. | Stock | 104,025 | $15.2M | 0.4% | +104,025 | New | History |
| MTCHMatch Group, Inc. | COM | 193,048 | $7.35M | 0.2% | +2,688+1.4% | Added | History |
| CSGPCostar Group, Inc. | COM | 228,535 | $6.47M | 0.2% | −1,277,496−84.8% | Reduced | History |
| EVREvercore Inc. | CLASS A | 13,673 | $4.67M | 0.1% | +192+1.4% | Added | History |
| DKNGDraftKings Inc. | Stock | 183,729 | $4.64M | 0.1% | +2,560+1.4% | Added | History |
| PGRProgressive Corp | Stock | 20,717 | $4.53M | 0.1% | +288+1.4% | Added | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 4,093 | $1.30M | <0.1% | −237,837−98.3% | Reduced | History |
Sold out since Q1 2026 (6)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| PANWPalo Alto Networks Inc | Stock | 504,694 | $80.9M | 2.6% | History |
| ROLRollins Inc | COM | 949,956 | $50.7M | 1.6% | History |
| AXONAxon Enterprise, Inc. | COM | 83,742 | $35.6M | 1.1% | History |
| NCNOnCino, Inc. | COM | 1,845,049 | $27.6M | 0.9% | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 491,184 | $13.5M | 0.4% | History |
| LIONLionsgate Studios Corp. | COM | 695,207 | $6.67M | 0.2% | History |