Filed: 8/14/2026ACC: 0001214659-26-010338
📋 What this filing means
TREMBLANT CAPITAL GROUP filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $3.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$3.48B
Total AUM (reported)
62.83M
Total Shares
Allocation by class
COM$2.02B58.0%
CL A$601.38M17.3%
COM CL A$274.20M7.9%
SHS$263.39M7.6%
CL A COM$129.33M3.7%
CLASS A ORD$86.88M2.5%
COM NEW$65.23M1.9%
Portfolio Concentration
Top 3$436.79M12.5%
4–10$855.40M24.6%
11–25$1.29B36.9%
Rest$903.48M25.9%
Top 3 weight
12.5%
Top 10 weight
37.1%
Voting Authority Distribution
Total shares with voting rights: 62.83M
Sole
Full voting authority
62.83M
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)
Sole58
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings58
Rows:
VARONIS SYS INC
SOLEShares3.75M
TypeSH
Market value$157.34M
4.52%
Sole
3.75M
Shared
0.00
None
0.00
SEMTECH CORP
SOLEShares887.27K
TypeSH
Market value$143.60M
4.12%
Sole
887.27K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares741.88K
TypeSH
Market value$135.85M
3.90%
Sole
741.88K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares293.31K
TypeSH
Market value$134.67M
3.87%
Sole
293.31K
Shared
0.00
None
0.00
MKS INC.
SOLEShares295.38K
TypeSH
Market value$131.39M
3.77%
Sole
295.38K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares672.27K
TypeSH
Market value$124.05M
3.56%
Sole
672.27K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares6.95M
TypeSH
Market value$120.72M
3.47%
Sole
6.95M
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares1.46M
TypeSH
Market value$119.40M
3.43%
Sole
1.46M
Shared
0.00
None
0.00
FORMFACTOR INC
SOLEShares713.45K
TypeSH
Market value$114.10M
3.28%
Sole
713.45K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares366.91K
TypeSH
Market value$111.06M
3.19%
Sole
366.91K
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
SOLEShares540.97K
TypeSH
Market value$108.90M
3.13%
Sole
540.97K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares600.35K
TypeSH
Market value$104.21M
2.99%
Sole
600.35K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares303.54K
TypeSH
Market value$101.96M
2.93%
Sole
303.54K
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares546.55K
TypeSH
Market value$94.78M
2.72%
Sole
546.55K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares384.99K
TypeSH
Market value$94.43M
2.71%
Sole
384.99K
Shared
0.00
None
0.00
Q2 HLDGS INC
SOLEShares1.84M
TypeSH
Market value$88.61M
2.54%
Sole
1.84M
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares324.95K
TypeSH
Market value$87.37M
2.51%
Sole
324.95K
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
SOLEShares23.05M
TypeSH
Market value$86.88M
2.50%
Sole
23.05M
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares96.45K
TypeSH
Market value$82.76M
2.38%
Sole
96.45K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares2.32M
TypeSH
Market value$78.86M
2.26%
Sole
2.32M
Shared
0.00
None
0.00
WYNDHAM HOTELS & RESORTS INC
SOLEShares919.05K
TypeSH
Market value$77.39M
2.22%
Sole
919.05K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares197.71K
TypeSH
Market value$75.97M
2.18%
Sole
197.71K
Shared
0.00
None
0.00
ROCKET LAB CORP
SOLEShares676.07K
TypeSH
Market value$68.72M
1.97%
Sole
676.07K
Shared
0.00
None
0.00
WABTEC
SOLEShares252.81K
TypeSH
Market value$68.16M
1.96%
Sole
252.81K
Shared
0.00
None
0.00
CENCORA INC
SOLEShares237.49K
TypeSH
Market value$67.20M
1.93%
Sole
237.49K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VARONIS SYS INCSOLE | COM | 3.75M | SH | $157.34M 4.52% | 3.75M | 0.00 | 0.00 |
SEMTECH CORPSOLE | COM | 887.27K | SH | $143.60M 4.12% | 887.27K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 741.88K | SH | $135.85M 3.90% | 741.88K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 293.31K | SH | $134.67M 3.87% | 293.31K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 295.38K | SH | $131.39M 3.77% | 295.38K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 672.27K | SH | $124.05M 3.56% | 672.27K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 6.95M | SH | $120.72M 3.47% | 6.95M | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 1.46M | SH | $119.40M 3.43% | 1.46M | 0.00 | 0.00 |
FORMFACTOR INCSOLE | COM | 713.45K | SH | $114.10M 3.28% | 713.45K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 366.91K | SH | $111.06M 3.19% | 366.91K | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 540.97K | SH | $108.90M 3.13% | 540.97K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 600.35K | SH | $104.21M 2.99% | 600.35K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 303.54K | SH | $101.96M 2.93% | 303.54K | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 546.55K | SH | $94.78M 2.72% | 546.55K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 384.99K | SH | $94.43M 2.71% | 384.99K | 0.00 | 0.00 |
Q2 HLDGS INCSOLE | COM | 1.84M | SH | $88.61M 2.54% | 1.84M | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 324.95K | SH | $87.37M 2.51% | 324.95K | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 23.05M | SH | $86.88M 2.50% | 23.05M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 96.45K | SH | $82.76M 2.38% | 96.45K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 2.32M | SH | $78.86M 2.26% | 2.32M | 0.00 | 0.00 |
WYNDHAM HOTELS & RESORTS INCSOLE | COM | 919.05K | SH | $77.39M 2.22% | 919.05K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 197.71K | SH | $75.97M 2.18% | 197.71K | 0.00 | 0.00 |
ROCKET LAB CORPSOLE | COM | 676.07K | SH | $68.72M 1.97% | 676.07K | 0.00 | 0.00 |
WABTECSOLE | COM | 252.81K | SH | $68.16M 1.96% | 252.81K | 0.00 | 0.00 |
CENCORA INCSOLE | COM | 237.49K | SH | $67.20M 1.93% | 237.49K | 0.00 | 0.00 |
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