Filed: 2/17/2026ACC: 0001214659-26-001896
📋 What this filing means
TREMBLANT CAPITAL GROUP filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $3.92B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$3.92B
Total AUM (reported)
69.07M
Total Shares
Allocation by class
COM$2.18B55.5%
CL A$591.55M15.1%
SHS$385.65M9.8%
COM CL A$263.97M6.7%
CLASS A ORD$110.48M2.8%
COM SER A$83.71M2.1%
CL A COM$79.84M2.0%
Portfolio Concentration
Top 3$409.09M10.4%
4–10$805.93M20.6%
11–25$1.30B33.1%
Rest$1.41B35.9%
Top 3 weight
10.4%
Top 10 weight
31.0%
Voting Authority Distribution
Total shares with voting rights: 69.07M
Sole
Full voting authority
69.07M
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)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
SPOTIFY TECHNOLOGY S A
SOLEShares241.45K
TypeSH
Market value$140.21M
3.58%
Sole
241.45K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares595.97K
TypeSH
Market value$134.97M
3.44%
Sole
595.97K
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
SOLEShares640.68K
TypeSH
Market value$133.90M
3.42%
Sole
640.68K
Shared
0.00
None
0.00
Q2 HLDGS INC
SOLEShares1.81M
TypeSH
Market value$130.88M
3.34%
Sole
1.81M
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares493.07K
TypeSH
Market value$117.59M
3.00%
Sole
493.07K
Shared
0.00
None
0.00
VARONIS SYS INC
SOLEShares3.51M
TypeSH
Market value$115.12M
2.94%
Sole
3.51M
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT
SOLEShares785.03K
TypeSH
Market value$111.87M
2.85%
Sole
785.03K
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
SOLEShares22.14M
TypeSH
Market value$110.48M
2.82%
Sole
22.14M
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares1.64M
TypeSH
Market value$110.00M
2.81%
Sole
1.64M
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares298.42K
TypeSH
Market value$109.99M
2.81%
Sole
298.42K
Shared
0.00
None
0.00
ROKU INC
SOLEShares990.12K
TypeSH
Market value$107.42M
2.74%
Sole
990.12K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares4.55M
TypeSH
Market value$107.26M
2.74%
Sole
4.55M
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares2.71M
TypeSH
Market value$100.38M
2.56%
Sole
2.71M
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares654.85K
TypeSH
Market value$96.63M
2.46%
Sole
654.85K
Shared
0.00
None
0.00
NCINO INC
SOLEShares3.53M
TypeSH
Market value$90.60M
2.31%
Sole
3.53M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares1.06M
TypeSH
Market value$86.77M
2.21%
Sole
1.06M
Shared
0.00
None
0.00
ROYAL CARIBBEAN GROUP
SOLEShares303.86K
TypeSH
Market value$84.75M
2.16%
Sole
303.86K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares2.90M
TypeSH
Market value$83.71M
2.14%
Sole
2.90M
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares185.69K
TypeSH
Market value$82.83M
2.11%
Sole
185.69K
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares222.16K
TypeSH
Market value$79.35M
2.02%
Sole
222.16K
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares1.06M
TypeSH
Market value$78.93M
2.01%
Sole
1.06M
Shared
0.00
None
0.00
WYNDHAM HOTELS & RESORTS
SOLEShares1.03M
TypeSH
Market value$77.98M
1.99%
Sole
1.03M
Shared
0.00
None
0.00
REDDIT INC
SOLEShares336.36K
TypeSH
Market value$77.32M
1.97%
Sole
336.36K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares374.18K
TypeSH
Market value$76.71M
1.96%
Sole
374.18K
Shared
0.00
None
0.00
CENCORA INC
SOLEShares202.81K
TypeSH
Market value$68.50M
1.75%
Sole
202.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPOTIFY TECHNOLOGY S ASOLE | SHS | 241.45K | SH | $140.21M 3.58% | 241.45K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 595.97K | SH | $134.97M 3.44% | 595.97K | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 640.68K | SH | $133.90M 3.42% | 640.68K | 0.00 | 0.00 |
Q2 HLDGS INCSOLE | COM | 1.81M | SH | $130.88M 3.34% | 1.81M | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 493.07K | SH | $117.59M 3.00% | 493.07K | 0.00 | 0.00 |
VARONIS SYS INCSOLE | COM | 3.51M | SH | $115.12M 2.94% | 3.51M | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENTSOLE | COM | 785.03K | SH | $111.87M 2.85% | 785.03K | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 22.14M | SH | $110.48M 2.82% | 22.14M | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 1.64M | SH | $110.00M 2.81% | 1.64M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 298.42K | SH | $109.99M 2.81% | 298.42K | 0.00 | 0.00 |
ROKU INCSOLE | COM CL A | 990.12K | SH | $107.42M 2.74% | 990.12K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 4.55M | SH | $107.26M 2.74% | 4.55M | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 2.71M | SH | $100.38M 2.56% | 2.71M | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 654.85K | SH | $96.63M 2.46% | 654.85K | 0.00 | 0.00 |
NCINO INCSOLE | COM | 3.53M | SH | $90.60M 2.31% | 3.53M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 1.06M | SH | $86.77M 2.21% | 1.06M | 0.00 | 0.00 |
ROYAL CARIBBEAN GROUPSOLE | COM | 303.86K | SH | $84.75M 2.16% | 303.86K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 2.90M | SH | $83.71M 2.14% | 2.90M | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 185.69K | SH | $82.83M 2.11% | 185.69K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 222.16K | SH | $79.35M 2.02% | 222.16K | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 1.06M | SH | $78.93M 2.01% | 1.06M | 0.00 | 0.00 |
WYNDHAM HOTELS & RESORTSSOLE | COM | 1.03M | SH | $77.98M 1.99% | 1.03M | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 336.36K | SH | $77.32M 1.97% | 336.36K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 374.18K | SH | $76.71M 1.96% | 374.18K | 0.00 | 0.00 |
CENCORA INCSOLE | COM | 202.81K | SH | $68.50M 1.75% | 202.81K | 0.00 | 0.00 |
Page 1 of 3