Tremblant Capital Group
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.11B
Q ending 2026-03-31
Prior quarter
$3.92B
Q ending 2025-12-31
Change
-20.8% QoQ · +249.0% YoY
Positions
57
reported holdings
Largest positions
All 57 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spotify Technology S A | Shares | $136.0M | 280K | |
| Tko Group Holdings Inc | TKO | Shares | $120.6M | 598K |
| Live Nation Entertainment In | LYV | Shares | $115.2M | 755K |
| Lumentum Hldgs Inc | LITE | Shares | $107.3M | 153K |
| Doordash Inc | DASH | Shares | $101.7M | 677K |
| Uber Technologies Inc | UBER | Shares | $94.1M | 1.3M |
| Coupang Inc | CPNG | Shares | $93.2M | 4.9M |
| Roku Inc | ROKU | Shares | $91.0M | 961K |
| Grab Holdings Limited | Shares | $89.2M | 24.4M | |
| Wyndham Hotels & Resorts Inc | WH | Shares | $82.3M | 1.0M |
| Howmet Aerospace Inc | HWM | Shares | $81.6M | 354K |
| Palo Alto Networks Inc | PANW | Shares | $80.9M | 505K |
| Q2 Hldgs Inc | QTWO | Shares | $80.6M | 1.7M |
| Reddit Inc | RDDT | Shares | $77.3M | 574K |
| Varonis Sys Inc | VRNS | Shares | $76.9M | 3.6M |
| Mks Inc. | MKSI | Shares | $75.8M | 330K |
| Chipotle Mexican Grill Inc | CMG | Shares | $74.3M | 2.3M |
| Wingstop Inc | WING | Shares | $73.9M | 477K |
| Bloom Energy Corp | BE | Shares | $73.9M | 545K |
| Cencora Inc | COR | Shares | $67.1M | 214K |
| Wabtec | WAB | Shares | $66.9M | 268K |
| Royal Caribbean Group | Shares | $66.6M | 242K | |
| Mongodb Inc | MDB | Shares | $65.5M | 267K |
| Affirm Hldgs Inc | AFRM | Shares | $64.0M | 1.4M |
| Costar Group Inc | CSGP | Shares | $60.8M | 1.5M |
| Cloudflare Inc | NET | Shares | $60.7M | 294K |
| Ftai Aviation Ltd | Shares | $57.6M | 235K | |
| Bwx Technologies Inc | BWXT | Shares | $52.2M | 255K |
| Starbucks Corp | SBUX | Shares | $50.8M | 567K |
| Rollins Inc | ROL | Shares | $50.7M | 950K |
| Emcor Group Inc | EME | Shares | $50.5M | 68K |
| Talen Energy Corp | TLN | Shares | $50.3M | 158K |
| Targa Res Corp | TRGP | Shares | $49.9M | 199K |
| Norwegian Cruise Line Hldgs | Shares | $48.6M | 2.6M | |
| Rocket Lab Corp | RKLB | Shares | $48.4M | 754K |
| Carvana Co | CVNA | Shares | $40.4M | 128K |
| Idexx Labs Inc | IDXX | Shares | $36.3M | 65K |
| Axon Enterprise Inc | AXON | Shares | $35.6M | 84K |
| Valero Energy Corp | VLO | Shares | $35.0M | 142K |
| Alnylam Pharmaceuticals Inc | ALNY | Shares | $31.3M | 95K |
| Insmed Inc | INSM | Shares | $28.4M | 174K |
| Ncino Inc | NCNO | Shares | $27.6M | 1.8M |
| Firstcash Holdings Inc | FCFS | Shares | $26.2M | 139K |
| Sofi Technologies Inc | SOFI | Shares | $25.5M | 1.6M |
| Disney Walt Co | DIS | Shares | $25.4M | 263K |
| Alphatec Hldgs Inc | ATEC | Shares | $23.8M | 2.2M |
| Amazon Com Inc | AMZN | Shares | $23.4M | 112K |
| Mercadolibre Inc | MELI | Shares | $23.2M | 13K |
| Insulet Corp | PODD | Shares | $22.5M | 107K |
| Shopify Inc | SHOP | Shares | $16.4M | 138K |
| Warner Bros Discovery Inc | WBD | Shares | $13.5M | 491K |
| Monday Com Ltd | Shares | $11.4M | 165K | |
| Lionsgate Studios Corp | LION | Shares | $6.7M | 695K |
| Match Group Inc New | MTCH | Shares | $5.8M | 190K |
| Progressive Corp | PGR | Shares | $4.0M | 20K |
| Evercore Inc | EVR | Shares | $4.0M | 13K |
| Draftkings Inc New | DKNG | Shares | $3.9M | 181K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.