TREMBLANT CAPITAL GROUP 13F Holdings
CIK 0001353312 · WEST PALM BEACH, FL
As of Sep 30, 2025, TREMBLANT CAPITAL GROUP reported 39 positions worth $969.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 3,036,282 | $59.3M | 6.12% |
| GRAB HOLDINGS LTD | GRAB | Technology | 9,567,004 | $57.6M | 5.94% |
| DOORDASH INC | DASH | Communication Services | 197,039 | $53.6M | 5.53% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 74,822 | $52.2M | 5.39% |
| TKO GROUP HOLDINGS INC | TKO | Communication Services | 249,486 | $50.4M | 5.20% |
| WALT DISNEY CO | DIS | Communication Services | 374,966 | $42.9M | 4.43% |
| COUPANG INC | CPNG | Consumer Cyclical | 1,283,619 | $41.3M | 4.27% |
| ROKU INC | ROKU | Communication Services | 382,391 | $38.3M | 3.95% |
| UBER TECHNOLOGIES INC | UBER | Technology | 377,390 | $37.0M | 3.82% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 15,318 | $35.8M | 3.69% |
| MONDAYCOM LTD | MNDY | Technology | 175,831 | $34.1M | 3.51% |
| LIVE NATION ENTERTAINMENT INC | LYV | Communication Services | 205,319 | $33.5M | 3.46% |
| WINGSTOP INC | WING | Consumer Cyclical | 121,681 | $30.6M | 3.16% |
| CYBERARK SOFTWARE LTD | CYBR | Technology | 60,201 | $29.1M | 3.00% |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 332,334 | $28.1M | 2.90% |
| SHOPIFY INC | SHOP | Technology | 182,089 | $27.1M | 2.79% |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 669,287 | $26.2M | 2.71% |
| VARONIS SYSTEMS INC | VRNS | Technology | 451,125 | $25.9M | 2.68% |
| Q2 HOLDINGS INC | QTWO | Technology | 357,132 | $25.9M | 2.67% |
| DRAFTKINGS INC | DKNG | Consumer Cyclical | 628,054 | $23.5M | 2.42% |
| BATH & BODY WORKS INC | BBWI | Consumer Cyclical | 874,639 | $22.5M | 2.33% |
| VICTORIA'S SECRET & CO | VSCO | Consumer Cyclical | 728,571 |