Filed: 5/15/2026ACC: 0001214659-26-006414
📋 What this filing means
TREMBLANT CAPITAL GROUP filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $3.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$3.11B
Total AUM (reported)
64.27M
Total Shares
Allocation by class
COM$1.89B60.7%
CL A$498.59M16.1%
SHS$253.56M8.2%
COM CL A$232.76M7.5%
CLASS A ORD$89.20M2.9%
CL A COM$60.71M2.0%
COM PAR $.01$28.39M0.9%
Portfolio Concentration
Top 3$371.82M12.0%
4–10$658.66M21.2%
11–25$1.09B35.0%
Rest$990.19M31.9%
Top 3 weight
12.0%
Top 10 weight
33.2%
Voting Authority Distribution
Total shares with voting rights: 64.27M
Sole
Full voting authority
64.27M
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)
Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:
SPOTIFY TECHNOLOGY S A
SOLEShares280.44K
TypeSH
Market value$135.99M
4.38%
Sole
280.44K
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
SOLEShares598.30K
TypeSH
Market value$120.65M
3.88%
Sole
598.30K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares755.23K
TypeSH
Market value$115.18M
3.71%
Sole
755.23K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares152.69K
TypeSH
Market value$107.30M
3.45%
Sole
152.69K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares677.15K
TypeSH
Market value$101.67M
3.27%
Sole
677.15K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares1.31M
TypeSH
Market value$94.08M
3.03%
Sole
1.31M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares4.94M
TypeSH
Market value$93.19M
3.00%
Sole
4.94M
Shared
0.00
None
0.00
ROKU INC
SOLEShares961.22K
TypeSH
Market value$90.95M
2.93%
Sole
961.22K
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
SOLEShares24.37M
TypeSH
Market value$89.20M
2.87%
Sole
24.37M
Shared
0.00
None
0.00
WYNDHAM HOTELS & RESORTS INC
SOLEShares1.01M
TypeSH
Market value$82.26M
2.65%
Sole
1.01M
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares353.93K
TypeSH
Market value$81.57M
2.63%
Sole
353.93K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares504.69K
TypeSH
Market value$80.91M
2.60%
Sole
504.69K
Shared
0.00
None
0.00
Q2 HLDGS INC
SOLEShares1.70M
TypeSH
Market value$80.55M
2.59%
Sole
1.70M
Shared
0.00
None
0.00
REDDIT INC
SOLEShares573.74K
TypeSH
Market value$77.25M
2.49%
Sole
573.74K
Shared
0.00
None
0.00
VARONIS SYS INC
SOLEShares3.58M
TypeSH
Market value$76.86M
2.47%
Sole
3.58M
Shared
0.00
None
0.00
MKS INC.
SOLEShares329.79K
TypeSH
Market value$75.79M
2.44%
Sole
329.79K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares2.32M
TypeSH
Market value$74.27M
2.39%
Sole
2.32M
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares477.10K
TypeSH
Market value$73.94M
2.38%
Sole
477.10K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares545.18K
TypeSH
Market value$73.87M
2.38%
Sole
545.18K
Shared
0.00
None
0.00
CENCORA INC
SOLEShares213.51K
TypeSH
Market value$67.07M
2.16%
Sole
213.51K
Shared
0.00
None
0.00
WABTEC
SOLEShares267.86K
TypeSH
Market value$66.94M
2.15%
Sole
267.86K
Shared
0.00
None
0.00
ROYAL CARIBBEAN GROUP
SOLEShares241.93K
TypeSH
Market value$66.57M
2.14%
Sole
241.93K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares267.46K
TypeSH
Market value$65.47M
2.11%
Sole
267.46K
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares1.40M
TypeSH
Market value$64.02M
2.06%
Sole
1.40M
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares1.51M
TypeSH
Market value$60.75M
1.96%
Sole
1.51M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPOTIFY TECHNOLOGY S ASOLE | SHS | 280.44K | SH | $135.99M 4.38% | 280.44K | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 598.30K | SH | $120.65M 3.88% | 598.30K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 755.23K | SH | $115.18M 3.71% | 755.23K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 152.69K | SH | $107.30M 3.45% | 152.69K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 677.15K | SH | $101.67M 3.27% | 677.15K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 1.31M | SH | $94.08M 3.03% | 1.31M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 4.94M | SH | $93.19M 3.00% | 4.94M | 0.00 | 0.00 |
ROKU INCSOLE | COM CL A | 961.22K | SH | $90.95M 2.93% | 961.22K | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 24.37M | SH | $89.20M 2.87% | 24.37M | 0.00 | 0.00 |
WYNDHAM HOTELS & RESORTS INCSOLE | COM | 1.01M | SH | $82.26M 2.65% | 1.01M | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 353.93K | SH | $81.57M 2.63% | 353.93K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 504.69K | SH | $80.91M 2.60% | 504.69K | 0.00 | 0.00 |
Q2 HLDGS INCSOLE | COM | 1.70M | SH | $80.55M 2.59% | 1.70M | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 573.74K | SH | $77.25M 2.49% | 573.74K | 0.00 | 0.00 |
VARONIS SYS INCSOLE | COM | 3.58M | SH | $76.86M 2.47% | 3.58M | 0.00 | 0.00 |
MKS INC.SOLE | COM | 329.79K | SH | $75.79M 2.44% | 329.79K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 2.32M | SH | $74.27M 2.39% | 2.32M | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 477.10K | SH | $73.94M 2.38% | 477.10K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 545.18K | SH | $73.87M 2.38% | 545.18K | 0.00 | 0.00 |
CENCORA INCSOLE | COM | 213.51K | SH | $67.07M 2.16% | 213.51K | 0.00 | 0.00 |
WABTECSOLE | COM | 267.86K | SH | $66.94M 2.15% | 267.86K | 0.00 | 0.00 |
ROYAL CARIBBEAN GROUPSOLE | COM | 241.93K | SH | $66.57M 2.14% | 241.93K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 267.46K | SH | $65.47M 2.11% | 267.46K | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 1.40M | SH | $64.02M 2.06% | 1.40M | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 1.51M | SH | $60.75M 1.96% | 1.51M | 0.00 | 0.00 |
Page 1 of 3