Filed: 2/14/2025ACC: 0001214659-25-002775
📋 What this filing means
TREMBLANT CAPITAL GROUP filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $965.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$965.61M
Total AUM (reported)
29.90M
Total Shares
Allocation by class
COM$450.02M46.6%
CL A$193.90M20.1%
SHS$81.62M8.5%
COM CL A$78.08M8.1%
CLASS A ORD$65.78M6.8%
COMMON STOCK$22.79M2.4%
ADS$20.44M2.1%
Portfolio Concentration
Top 3$180.69M18.7%
4–10$279.29M28.9%
11–25$376.72M39.0%
Rest$128.92M13.4%
Top 3 weight
18.7%
Top 10 weight
47.6%
Voting Authority Distribution
Total shares with voting rights: 29.90M
Sole
Full voting authority
29.90M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:
GRAB HOLDINGS LIMITED
SOLEShares13.94M
TypeSH
Market value$65.78M
6.81%
Sole
13.94M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares262.23K
TypeSH
Market value$57.53M
5.96%
Sole
262.23K
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
SOLEShares403.71K
TypeSH
Market value$57.37M
5.94%
Sole
403.71K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares124.26K
TypeSH
Market value$55.59M
5.76%
Sole
124.26K
Shared
0.00
None
0.00
ROKU INC
SOLEShares581.38K
TypeSH
Market value$43.22M
4.48%
Sole
581.38K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares23.62K
TypeSH
Market value$40.17M
4.16%
Sole
23.62K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares233.28K
TypeSH
Market value$39.13M
4.05%
Sole
233.28K
Shared
0.00
None
0.00
SKECHERS U S A INC
SOLEShares516.01K
TypeSH
Market value$34.70M
3.59%
Sole
516.01K
Shared
0.00
None
0.00
AVIDXCHANGE HOLDINGS INC
SOLEShares3.23M
TypeSH
Market value$33.41M
3.46%
Sole
3.23M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares548.18K
TypeSH
Market value$33.07M
3.42%
Sole
548.18K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares868.16K
TypeSH
Market value$32.30M
3.34%
Sole
868.16K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares267.02K
TypeSH
Market value$29.73M
3.08%
Sole
267.02K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares85.79K
TypeSH
Market value$29.41M
3.05%
Sole
85.79K
Shared
0.00
None
0.00
WYNDHAM HOTELS & RESORTS INC
SOLEShares282.18K
TypeSH
Market value$28.44M
2.95%
Sole
282.18K
Shared
0.00
None
0.00
FIVE9 INC
SOLEShares654.17K
TypeSH
Market value$26.59M
2.75%
Sole
654.17K
Shared
0.00
None
0.00
VARONIS SYS INC
SOLEShares598.27K
TypeSH
Market value$26.58M
2.75%
Sole
598.27K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares110.56K
TypeSH
Market value$26.03M
2.70%
Sole
110.56K
Shared
0.00
None
0.00
KEURIG DR PEPPER INC
SOLEShares741.22K
TypeSH
Market value$23.81M
2.47%
Sole
741.22K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares1.08M
TypeSH
Market value$23.66M
2.45%
Sole
1.08M
Shared
0.00
None
0.00
VICTORIAS SECRET AND CO
SOLEShares550.13K
TypeSH
Market value$22.79M
2.36%
Sole
550.13K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares121.50K
TypeSH
Market value$22.11M
2.29%
Sole
121.50K
Shared
0.00
None
0.00
Q2 HLDGS INC
SOLEShares218.24K
TypeSH
Market value$21.97M
2.27%
Sole
218.24K
Shared
0.00
None
0.00
WABTEC
SOLEShares113.82K
TypeSH
Market value$21.58M
2.23%
Sole
113.82K
Shared
0.00
None
0.00
GAP INC
SOLEShares901.42K
TypeSH
Market value$21.30M
2.21%
Sole
901.42K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares297.69K
TypeSH
Market value$20.44M
2.12%
Sole
297.69K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 13.94M | SH | $65.78M 6.81% | 13.94M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 262.23K | SH | $57.53M 5.96% | 262.23K | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 403.71K | SH | $57.37M 5.94% | 403.71K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 124.26K | SH | $55.59M 5.76% | 124.26K | 0.00 | 0.00 |
ROKU INCSOLE | COM CL A | 581.38K | SH | $43.22M 4.48% | 581.38K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 23.62K | SH | $40.17M 4.16% | 23.62K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 233.28K | SH | $39.13M 4.05% | 233.28K | 0.00 | 0.00 |
SKECHERS U S A INCSOLE | CL A | 516.01K | SH | $34.70M 3.59% | 516.01K | 0.00 | 0.00 |
AVIDXCHANGE HOLDINGS INCSOLE | COM | 3.23M | SH | $33.41M 3.46% | 3.23M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 548.18K | SH | $33.07M 3.42% | 548.18K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 868.16K | SH | $32.30M 3.34% | 868.16K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 267.02K | SH | $29.73M 3.08% | 267.02K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 85.79K | SH | $29.41M 3.05% | 85.79K | 0.00 | 0.00 |
WYNDHAM HOTELS & RESORTS INCSOLE | COM | 282.18K | SH | $28.44M 2.95% | 282.18K | 0.00 | 0.00 |
FIVE9 INCSOLE | COM | 654.17K | SH | $26.59M 2.75% | 654.17K | 0.00 | 0.00 |
VARONIS SYS INCSOLE | COM | 598.27K | SH | $26.58M 2.75% | 598.27K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 110.56K | SH | $26.03M 2.70% | 110.56K | 0.00 | 0.00 |
KEURIG DR PEPPER INCSOLE | COM | 741.22K | SH | $23.81M 2.47% | 741.22K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 1.08M | SH | $23.66M 2.45% | 1.08M | 0.00 | 0.00 |
VICTORIAS SECRET AND COSOLE | COMMON STOCK | 550.13K | SH | $22.79M 2.36% | 550.13K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 121.50K | SH | $22.11M 2.29% | 121.50K | 0.00 | 0.00 |
Q2 HLDGS INCSOLE | COM | 218.24K | SH | $21.97M 2.27% | 218.24K | 0.00 | 0.00 |
WABTECSOLE | COM | 113.82K | SH | $21.58M 2.23% | 113.82K | 0.00 | 0.00 |
GAP INCSOLE | COM | 901.42K | SH | $21.30M 2.21% | 901.42K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 297.69K | SH | $20.44M 2.12% | 297.69K | 0.00 | 0.00 |
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