Filed: 8/14/2025ACC: 0001214659-25-012118
📋 What this filing means
TREMBLANT CAPITAL GROUP filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $1.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$1.04B
Total AUM (reported)
28.95M
Total Shares
Allocation by class
COM$506.69M48.9%
CL A$187.01M18.0%
SHS$111.77M10.8%
COM CL A$76.26M7.4%
CLASS A ORD$48.93M4.7%
COM SER A$38.74M3.7%
CL A SUB VTG SHS$34.68M3.3%
Portfolio Concentration
Top 3$166.21M16.0%
4–10$309.40M29.8%
11–25$416.31M40.2%
Rest$144.77M14.0%
Top 3 weight
16.0%
Top 10 weight
45.9%
Voting Authority Distribution
Total shares with voting rights: 28.95M
Sole
Full voting authority
28.95M
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:
SPOTIFY TECHNOLOGY S A
SOLEShares79.05K
TypeSH
Market value$60.66M
5.85%
Sole
79.05K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares222.68K
TypeSH
Market value$54.89M
5.30%
Sole
222.68K
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
SOLEShares278.43K
TypeSH
Market value$50.66M
4.89%
Sole
278.43K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares400.17K
TypeSH
Market value$49.63M
4.79%
Sole
400.17K
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
SOLEShares9.73M
TypeSH
Market value$48.93M
4.72%
Sole
9.73M
Shared
0.00
None
0.00
ROKU INC
SOLEShares545.05K
TypeSH
Market value$47.90M
4.62%
Sole
545.05K
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares129.65K
TypeSH
Market value$43.66M
4.21%
Sole
129.65K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares1.42M
TypeSH
Market value$42.50M
4.10%
Sole
1.42M
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares3.38M
TypeSH
Market value$38.74M
3.74%
Sole
3.38M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares14.56K
TypeSH
Market value$38.05M
3.67%
Sole
14.56K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares300.69K
TypeSH
Market value$34.68M
3.35%
Sole
300.69K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares110.23K
TypeSH
Market value$34.66M
3.34%
Sole
110.23K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares364.34K
TypeSH
Market value$33.99M
3.28%
Sole
364.34K
Shared
0.00
None
0.00
VARONIS SYS INC
SOLEShares653.70K
TypeSH
Market value$33.18M
3.20%
Sole
653.70K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares149.53K
TypeSH
Market value$32.80M
3.16%
Sole
149.53K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares357.47K
TypeSH
Market value$32.76M
3.16%
Sole
357.47K
Shared
0.00
None
0.00
Q2 HLDGS INC
SOLEShares312.55K
TypeSH
Market value$29.25M
2.82%
Sole
312.55K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares68.87K
TypeSH
Market value$28.16M
2.72%
Sole
68.87K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares185.75K
TypeSH
Market value$28.10M
2.71%
Sole
185.75K
Shared
0.00
None
0.00
AVIDXCHANGE HOLDINGS INC
SOLEShares2.74M
TypeSH
Market value$26.83M
2.59%
Sole
2.74M
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares588.97K
TypeSH
Market value$25.26M
2.44%
Sole
588.97K
Shared
0.00
None
0.00
BATH & BODY WORKS INC
SOLEShares783.99K
TypeSH
Market value$23.49M
2.27%
Sole
783.99K
Shared
0.00
None
0.00
WABTEC
SOLEShares91.33K
TypeSH
Market value$19.12M
1.84%
Sole
91.33K
Shared
0.00
None
0.00
FIVE9 INC
SOLEShares651.71K
TypeSH
Market value$17.26M
1.66%
Sole
651.71K
Shared
0.00
None
0.00
PAR TECHNOLOGY CORP
SOLEShares241.70K
TypeSH
Market value$16.77M
1.62%
Sole
241.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPOTIFY TECHNOLOGY S ASOLE | SHS | 79.05K | SH | $60.66M 5.85% | 79.05K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 222.68K | SH | $54.89M 5.30% | 222.68K | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 278.43K | SH | $50.66M 4.89% | 278.43K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 400.17K | SH | $49.63M 4.79% | 400.17K | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 9.73M | SH | $48.93M 4.72% | 9.73M | 0.00 | 0.00 |
ROKU INCSOLE | COM CL A | 545.05K | SH | $47.90M 4.62% | 545.05K | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 129.65K | SH | $43.66M 4.21% | 129.65K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 1.42M | SH | $42.50M 4.10% | 1.42M | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 3.38M | SH | $38.74M 3.74% | 3.38M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 14.56K | SH | $38.05M 3.67% | 14.56K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 300.69K | SH | $34.68M 3.35% | 300.69K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 110.23K | SH | $34.66M 3.34% | 110.23K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 364.34K | SH | $33.99M 3.28% | 364.34K | 0.00 | 0.00 |
VARONIS SYS INCSOLE | COM | 653.70K | SH | $33.18M 3.20% | 653.70K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 149.53K | SH | $32.80M 3.16% | 149.53K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 357.47K | SH | $32.76M 3.16% | 357.47K | 0.00 | 0.00 |
Q2 HLDGS INCSOLE | COM | 312.55K | SH | $29.25M 2.82% | 312.55K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 68.87K | SH | $28.16M 2.72% | 68.87K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 185.75K | SH | $28.10M 2.71% | 185.75K | 0.00 | 0.00 |
AVIDXCHANGE HOLDINGS INCSOLE | COM | 2.74M | SH | $26.83M 2.59% | 2.74M | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 588.97K | SH | $25.26M 2.44% | 588.97K | 0.00 | 0.00 |
BATH & BODY WORKS INCSOLE | COM | 783.99K | SH | $23.49M 2.27% | 783.99K | 0.00 | 0.00 |
WABTECSOLE | COM | 91.33K | SH | $19.12M 1.84% | 91.33K | 0.00 | 0.00 |
FIVE9 INCSOLE | COM | 651.71K | SH | $17.26M 1.66% | 651.71K | 0.00 | 0.00 |
PAR TECHNOLOGY CORPSOLE | COM | 241.70K | SH | $16.77M 1.62% | 241.70K | 0.00 | 0.00 |
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