Filed: 11/14/2025ACC: 0001214659-25-016493
📋 What this filing means
TREMBLANT CAPITAL GROUP filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $968.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$968.95M
Total AUM (reported)
24.97M
Total Shares
Allocation by class
COM$425.81M43.9%
CL A$168.94M17.4%
SHS$134.23M13.9%
COM CL A$65.02M6.7%
COM SER A$59.30M6.1%
CLASS A ORD$57.59M5.9%
CL A SUB VTG SHS$27.06M2.8%
Portfolio Concentration
Top 3$170.48M17.6%
4–10$297.94M30.7%
11–25$382.15M39.4%
Rest$118.38M12.2%
Top 3 weight
17.6%
Top 10 weight
48.3%
Voting Authority Distribution
Total shares with voting rights: 24.97M
Sole
Full voting authority
24.97M
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)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
WARNER BROS DISCOVERY INC
SOLEShares3.04M
TypeSH
Market value$59.30M
6.12%
Sole
3.04M
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
SOLEShares9.57M
TypeSH
Market value$57.59M
5.94%
Sole
9.57M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares197.04K
TypeSH
Market value$53.59M
5.53%
Sole
197.04K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares74.82K
TypeSH
Market value$52.23M
5.39%
Sole
74.82K
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
SOLEShares249.49K
TypeSH
Market value$50.39M
5.20%
Sole
249.49K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares374.97K
TypeSH
Market value$42.93M
4.43%
Sole
374.97K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares1.28M
TypeSH
Market value$41.33M
4.27%
Sole
1.28M
Shared
0.00
None
0.00
ROKU INC
SOLEShares382.39K
TypeSH
Market value$38.29M
3.95%
Sole
382.39K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares377.39K
TypeSH
Market value$36.97M
3.82%
Sole
377.39K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares15.32K
TypeSH
Market value$35.80M
3.69%
Sole
15.32K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares175.83K
TypeSH
Market value$34.06M
3.51%
Sole
175.83K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares205.32K
TypeSH
Market value$33.55M
3.46%
Sole
205.32K
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares121.68K
TypeSH
Market value$30.62M
3.16%
Sole
121.68K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares60.20K
TypeSH
Market value$29.09M
3.00%
Sole
60.20K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares332.33K
TypeSH
Market value$28.12M
2.90%
Sole
332.33K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares182.09K
TypeSH
Market value$27.06M
2.79%
Sole
182.09K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares669.29K
TypeSH
Market value$26.23M
2.71%
Sole
669.29K
Shared
0.00
None
0.00
VARONIS SYS INC
SOLEShares451.13K
TypeSH
Market value$25.93M
2.68%
Sole
451.13K
Shared
0.00
None
0.00
Q2 HLDGS INC
SOLEShares357.13K
TypeSH
Market value$25.85M
2.67%
Sole
357.13K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares628.05K
TypeSH
Market value$23.49M
2.42%
Sole
628.05K
Shared
0.00
None
0.00
BATH & BODY WORKS INC
SOLEShares874.64K
TypeSH
Market value$22.53M
2.33%
Sole
874.64K
Shared
0.00
None
0.00
VICTORIAS SECRET AND CO
SOLEShares728.57K
TypeSH
Market value$19.77M
2.04%
Sole
728.57K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares225.93K
TypeSH
Market value$19.06M
1.97%
Sole
225.93K
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares527.52K
TypeSH
Market value$18.86M
1.95%
Sole
527.52K
Shared
0.00
None
0.00
NCINO INC
SOLEShares661.28K
TypeSH
Market value$17.93M
1.85%
Sole
661.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WARNER BROS DISCOVERY INCSOLE | COM SER A | 3.04M | SH | $59.30M 6.12% | 3.04M | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 9.57M | SH | $57.59M 5.94% | 9.57M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 197.04K | SH | $53.59M 5.53% | 197.04K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 74.82K | SH | $52.23M 5.39% | 74.82K | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 249.49K | SH | $50.39M 5.20% | 249.49K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 374.97K | SH | $42.93M 4.43% | 374.97K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 1.28M | SH | $41.33M 4.27% | 1.28M | 0.00 | 0.00 |
ROKU INCSOLE | COM CL A | 382.39K | SH | $38.29M 3.95% | 382.39K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 377.39K | SH | $36.97M 3.82% | 377.39K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 15.32K | SH | $35.80M 3.69% | 15.32K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 175.83K | SH | $34.06M 3.51% | 175.83K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 205.32K | SH | $33.55M 3.46% | 205.32K | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 121.68K | SH | $30.62M 3.16% | 121.68K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 60.20K | SH | $29.09M 3.00% | 60.20K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 332.33K | SH | $28.12M 2.90% | 332.33K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 182.09K | SH | $27.06M 2.79% | 182.09K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 669.29K | SH | $26.23M 2.71% | 669.29K | 0.00 | 0.00 |
VARONIS SYS INCSOLE | COM | 451.13K | SH | $25.93M 2.68% | 451.13K | 0.00 | 0.00 |
Q2 HLDGS INCSOLE | COM | 357.13K | SH | $25.85M 2.67% | 357.13K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 628.05K | SH | $23.49M 2.42% | 628.05K | 0.00 | 0.00 |
BATH & BODY WORKS INCSOLE | COM | 874.64K | SH | $22.53M 2.33% | 874.64K | 0.00 | 0.00 |
VICTORIAS SECRET AND COSOLE | COMMON STOCK | 728.57K | SH | $19.77M 2.04% | 728.57K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 225.93K | SH | $19.06M 1.97% | 225.93K | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 527.52K | SH | $18.86M 1.95% | 527.52K | 0.00 | 0.00 |
NCINO INCSOLE | COM | 661.28K | SH | $17.93M 1.85% | 661.28K | 0.00 | 0.00 |
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