Tremblant Capital Group
- SEC CIK
- 0001353312
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 68
- 較 2025 年第 3 季 +29
- 總值
- $39.2 億
- 較 2025 年第 3 季 +$29.5 億 (+304.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPOTSpotify Technology S.A. | Stock | 241,449 | $1.40 億 | 3.6% | +166,627+222.7% | 加碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 595,966 | $1.35 億 | 3.4% | +398,927+202.5% | 加碼 | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 640,684 | $1.34 億 | 3.4% | +391,198+156.8% | 加碼 | 歷史 |
| QTWOQ2 Holdings, Inc. | COM | 1,813,697 | $1.31 億 | 3.3% | +1,456,565+407.9% | 加碼 | 歷史 |
| WINGWingstop Inc. | COM | 493,071 | $1.18 億 | 3.0% | +371,390+305.2% | 加碼 | 歷史 |
| VRNSVaronis Systems Inc | COM | 3,509,649 | $1.15 億 | 2.9% | +3,058,524+678.0% | 加碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 785,031 | $1.12 億 | 2.9% | +579,712+282.3% | 加碼 | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 22,140,776 | $1.10 億 | 2.8% | +12,573,772+131.4% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 1,635,964 | $1.10 億 | 2.8% | +1,410,036+624.1% | 加碼 | 歷史 |
| LITELumentum Holdings Inc. | COM | 298,417 | $1.10 億 | 2.8% | +298,417 | 新進 | 歷史 |
| ROKURoku, Inc | COM CL A | 990,118 | $1.07 億 | 2.7% | +607,727+158.9% | 加碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 4,546,882 | $1.07 億 | 2.7% | +3,263,263+254.2% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 2,713,065 | $1.00 億 | 2.6% | +2,043,778+305.4% | 加碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 654,848 | $9,663 萬 | 2.5% | +479,017+272.4% | 加碼 | 歷史 |
| NCNOnCino, Inc. | COM | 3,533,706 | $9,060 萬 | 2.3% | +2,872,429+434.4% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,061,953 | $8,677 萬 | 2.2% | +684,563+181.4% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 303,860 | $8,475 萬 | 2.2% | +303,860 | 新進 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 2,904,702 | $8,371 萬 | 2.1% | −131,580−4.3% | 減碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 185,691 | $8,283 萬 | 2.1% | +125,490+208.5% | 加碼 | – |
| LPLALPL Financial Holdings Inc. | COM | 222,165 | $7,935 萬 | 2.0% | +222,165 | 新進 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 1,060,440 | $7,893 萬 | 2.0% | +1,060,440 | 新進 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,032,055 | $7,798 萬 | 2.0% | +885,034+602.0% | 加碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 336,361 | $7,732 萬 | 2.0% | +336,361 | 新進 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 374,175 | $7,671 萬 | 2.0% | +374,175 | 新進 | 歷史 |
| CORCencora, Inc. | Stock | 202,811 | $6,850 萬 | 1.7% | +202,811 | 新進 | 歷史 |
| GLBEGlobal-E Online Ltd. | SHS | 1,678,500 | $6,598 萬 | 1.7% | +1,150,981+218.2% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 1,082,629 | $6,498 萬 | 1.7% | +1,082,629 | 新進 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 298,133 | $6,364 萬 | 1.6% | +232,197+352.2% | 加碼 | 歷史 |
| CVNACarvana Co. | CL A | 141,135 | $5,956 萬 | 1.5% | +141,135 | 新進 | 歷史 |
| CPAYCorpay, Inc. | COM SHS | 182,060 | $5,479 萬 | 1.4% | +182,060 | 新進 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 94,231 | $5,352 萬 | 1.4% | +94,231 | 新進 | 歷史 |
| RKLBRocket Lab Corp | COM | 762,548 | $5,320 萬 | 1.4% | +762,548 | 新進 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 291,174 | $5,033 萬 | 1.3% | +291,174 | 新進 | 歷史 |
| EVREvercore Inc. | CLASS A | 145,646 | $4,956 萬 | 1.3% | +130,737+876.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 573,972 | $4,833 萬 | 1.2% | +241,638+72.7% | 加碼 | 歷史 |
| TLNTalen Energy Corp | COM | 120,947 | $4,534 萬 | 1.2% | +120,947 | 新進 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 65,288 | $4,417 萬 | 1.1% | +65,288 | 新進 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 110,132 | $4,379 萬 | 1.1% | +110,132 | 新進 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 192,390 | $4,295 萬 | 1.1% | +192,390 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 375,835 | $4,276 萬 | 1.1% | +869+0.2% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 1,624,973 | $4,254 萬 | 1.1% | +1,624,973 | 新進 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 69,216 | $4,235 萬 | 1.1% | +69,216 | 新進 | 歷史 |
| MDBMongoDB, Inc. | CL A | 96,809 | $4,063 萬 | 1.0% | +96,809 | 新進 | 歷史 |
| BEBloom Energy Corp | COM CL A | 465,143 | $4,042 萬 | 1.0% | +465,143 | 新進 | 歷史 |
| TRGPTarga Resources Corp. | COM | 201,492 | $3,718 萬 | 0.9% | +201,492 | 新進 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 187,125 | $3,689 萬 | 0.9% | +187,125 | 新進 | 歷史 |
| PARPar Technology Corp | COM | 1,001,365 | $3,633 萬 | 0.9% | +1,001,365 | 新進 | 歷史 |
| ATECAlphatec Holdings, Inc. | COM NEW | 1,624,997 | $3,419 萬 | 0.9% | +1,624,997 | 新進 | 歷史 |
| PODDInsulet Corp | Stock | 108,469 | $3,083 萬 | 0.8% | +108,469 | 新進 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 175,650 | $3,057 萬 | 0.8% | +175,650 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 14,864 | $2,994 萬 | 0.8% | −454−3.0% | 減碼 | 歷史 |
| PCORProcore Technologies, Inc. | COM | 401,617 | $2,921 萬 | 0.7% | +401,617 | 新進 | 歷史 |
| RKTRocket Companies, Inc. | Stock | 1,433,158 | $2,775 萬 | 0.7% | +1,433,158 | 新進 | 歷史 |
| OKTAOkta, Inc. | CL A | 309,133 | $2,673 萬 | 0.7% | +309,133 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 114,555 | $2,644 萬 | 0.7% | +38,855+51.3% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 161,292 | $2,596 萬 | 0.7% | −20,797−11.4% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 103,089 | $2,004 萬 | 0.5% | +103,089 | 新進 | 歷史 |
| LIONLionsgate Studios Corp. | COM | 1,494,393 | $1,364 萬 | 0.3% | −84,194−5.3% | 減碼 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 449,655 | $1,360 萬 | 0.3% | +136,953+43.8% | 加碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 179,569 | $618.8 萬 | 0.2% | −448,485−71.4% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 26,508 | $488.3 萬 | 0.1% | +26,508 | 新進 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 45,795 | $479.6 萬 | 0.1% | −810−1.7% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 20,249 | $461.1 萬 | 0.1% | −360−1.7% | 減碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 138,096 | $445.9 萬 | 0.1% | +3,728+2.8% | 加碼 | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 198,861 | $399.3 萬 | 0.1% | −675,778−77.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 9,326 | $327.1 萬 | 0.1% | −170−1.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 5,728 | $327.0 萬 | 0.1% | −100−1.7% | 減碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 14,873 | $310.5 萬 | 0.1% | −44,043−74.8% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（3 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。