Filed: 5/15/2025ACC: 0001214659-25-007796
📋 What this filing means
TREMBLANT CAPITAL GROUP filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $890.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$890.05M
Total AUM (reported)
27.11M
Total Shares
Allocation by class
COM$388.62M43.7%
CL A$184.84M20.8%
TR UNIT$71.71M8.1%
SHS$69.36M7.8%
COM CL A$50.78M5.7%
CLASS A ORD$44.37M5.0%
COM SER A$20.19M2.3%
Portfolio Concentration
Top 3$165.62M18.6%
4–10$259.75M29.2%
11–25$328.26M36.9%
Rest$136.42M15.3%
Top 3 weight
18.6%
Top 10 weight
47.8%
Voting Authority Distribution
Total shares with voting rights: 27.11M
Sole
Full voting authority
27.11M
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)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
SPDR S&P 500 ETF TR
SOLEShares128.20K
TypeSH
Market value$71.71M
8.06%
Sole
128.20K
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
SOLEShares308.92K
TypeSH
Market value$47.21M
5.30%
Sole
308.92K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares84.91K
TypeSH
Market value$46.70M
5.25%
Sole
84.91K
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
SOLEShares9.79M
TypeSH
Market value$44.37M
4.99%
Sole
9.79M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares227.25K
TypeSH
Market value$41.53M
4.67%
Sole
227.25K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares407.12K
TypeSH
Market value$40.18M
4.51%
Sole
407.12K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares97.96K
TypeSH
Market value$36.10M
4.06%
Sole
97.96K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares17.85K
TypeSH
Market value$34.82M
3.91%
Sole
17.85K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares178.36K
TypeSH
Market value$33.93M
3.81%
Sole
178.36K
Shared
0.00
None
0.00
AVIDXCHANGE HOLDINGS INC
SOLEShares3.40M
TypeSH
Market value$28.81M
3.24%
Sole
3.40M
Shared
0.00
None
0.00
ROKU INC
SOLEShares378.92K
TypeSH
Market value$26.69M
3.00%
Sole
378.92K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares1.21M
TypeSH
Market value$26.59M
2.99%
Sole
1.21M
Shared
0.00
None
0.00
SKECHERS U S A INC
SOLEShares450.74K
TypeSH
Market value$25.59M
2.88%
Sole
450.74K
Shared
0.00
None
0.00
VARONIS SYS INC
SOLEShares619.69K
TypeSH
Market value$25.07M
2.82%
Sole
619.69K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares312.19K
TypeSH
Market value$22.75M
2.56%
Sole
312.19K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares93.18K
TypeSH
Market value$22.66M
2.55%
Sole
93.18K
Shared
0.00
None
0.00
Q2 HLDGS INC
SOLEShares272.85K
TypeSH
Market value$21.83M
2.45%
Sole
272.85K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares635.84K
TypeSH
Market value$21.12M
2.37%
Sole
635.84K
Shared
0.00
None
0.00
WABTEC
SOLEShares116.02K
TypeSH
Market value$21.04M
2.36%
Sole
116.02K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares1.88M
TypeSH
Market value$20.19M
2.27%
Sole
1.88M
Shared
0.00
None
0.00
VICTORIAS SECRET AND CO
SOLEShares1.08M
TypeSH
Market value$20.02M
2.25%
Sole
1.08M
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares88.35K
TypeSH
Market value$19.93M
2.24%
Sole
88.35K
Shared
0.00
None
0.00
FIVE9 INC
SOLEShares705.06K
TypeSH
Market value$19.14M
2.15%
Sole
705.06K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares106.13K
TypeSH
Market value$18.11M
2.03%
Sole
106.13K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares275.85K
TypeSH
Market value$17.54M
1.97%
Sole
275.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 128.20K | SH | $71.71M 8.06% | 128.20K | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 308.92K | SH | $47.21M 5.30% | 308.92K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 84.91K | SH | $46.70M 5.25% | 84.91K | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 9.79M | SH | $44.37M 4.99% | 9.79M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 227.25K | SH | $41.53M 4.67% | 227.25K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 407.12K | SH | $40.18M 4.51% | 407.12K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 97.96K | SH | $36.10M 4.06% | 97.96K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 17.85K | SH | $34.82M 3.91% | 17.85K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 178.36K | SH | $33.93M 3.81% | 178.36K | 0.00 | 0.00 |
AVIDXCHANGE HOLDINGS INCSOLE | COM | 3.40M | SH | $28.81M 3.24% | 3.40M | 0.00 | 0.00 |
ROKU INCSOLE | COM CL A | 378.92K | SH | $26.69M 3.00% | 378.92K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 1.21M | SH | $26.59M 2.99% | 1.21M | 0.00 | 0.00 |
SKECHERS U S A INCSOLE | CL A | 450.74K | SH | $25.59M 2.88% | 450.74K | 0.00 | 0.00 |
VARONIS SYS INCSOLE | COM | 619.69K | SH | $25.07M 2.82% | 619.69K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 312.19K | SH | $22.75M 2.56% | 312.19K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 93.18K | SH | $22.66M 2.55% | 93.18K | 0.00 | 0.00 |
Q2 HLDGS INCSOLE | COM | 272.85K | SH | $21.83M 2.45% | 272.85K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 635.84K | SH | $21.12M 2.37% | 635.84K | 0.00 | 0.00 |
WABTECSOLE | COM | 116.02K | SH | $21.04M 2.36% | 116.02K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 1.88M | SH | $20.19M 2.27% | 1.88M | 0.00 | 0.00 |
VICTORIAS SECRET AND COSOLE | COMMON STOCK | 1.08M | SH | $20.02M 2.25% | 1.08M | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 88.35K | SH | $19.93M 2.24% | 88.35K | 0.00 | 0.00 |
FIVE9 INCSOLE | COM | 705.06K | SH | $19.14M 2.15% | 705.06K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 106.13K | SH | $18.11M 2.03% | 106.13K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 275.85K | SH | $17.54M 1.97% | 275.85K | 0.00 | 0.00 |
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