13F HOLDINGS REPORT
TREMBLANT CAPITAL GROUP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001214659-24-014592
Total Value
$923.7M
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPOTIFY TECHNOLOGY S A | SPOT | 198,167 | $62.2M | 6.73% |
| 2 | TKO GROUP HOLDINGS INC | TKO | 558,460 | $60.3M | 6.53% |
| 3 | UBER TECHNOLOGIES INC | UBER | 765,286 | $55.6M | 6.02% |
| 4 | AMAZON COM INC | AMZN | 266,152 | $51.4M | 5.57% |
| 5 | GRAB HOLDINGS LIMITED | GRABW | 13,892,011 | $49.3M | 5.34% |
| 6 | ALPHABET INC | GOOG | 232,404 | $42.3M | 4.58% |
| 7 | MERCADOLIBRE INC | MELI | 23,992 | $39.4M | 4.27% |
| 8 | KEURIG DR PEPPER INC | KDP | 1,177,100 | $39.3M | 4.26% |
| 9 | Q2 HLDGS INC | QTWO | 597,056 | $36.0M | 3.90% |
| 10 | DRAFTKINGS INC NEW | DKNG | 923,369 | $35.2M | 3.82% |
| 11 | DISNEY WALT CO | 254687106 | 346,897 | $34.4M | 3.73% |
| 12 | WYNDHAM HOTELS & RESORTS INC | WH | 460,843 | $34.1M | 3.69% |
| 13 | KEURIG DR PEPPER INC | KDP | 982,427 | $32.8M | 3.55% |
| 14 | SMARTSHEET INC | 83200N103 | 695,023 | $30.6M | 3.32% |
| 15 | DOORDASH INC | DASH | 273,625 | $29.8M | 3.22% |
| 16 | VARONIS SYS INC | VRNS | 600,234 | $28.8M | 3.12% |
| 17 | CHARTER COMMUNICATIONS INC N | 16119P108 | 93,763 | $28.0M | 3.03% |
| 18 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 2,170,114 | $26.2M | 2.83% |
| 19 | PALO ALTO NETWORKS INC | PANW | 75,896 | $25.7M | 2.79% |
| 20 | FIVE9 INC | FIVN | 573,440 | $25.3M | 2.74% |
| 21 | WABTEC | 929740108 | 127,628 | $20.2M | 2.18% |
| 22 | YUM CHINA HLDGS INC | YUMC | 625,881 | $19.3M | 2.09% |
| 23 | COUPANG INC | CPNG | 823,641 | $17.3M | 1.87% |
| 24 | STARBUCKS CORP | SBUX | 210,994 | $16.4M | 1.78% |
| 25 | MOBILEYE GLOBAL INC | MBLY | 557,714 | $15.7M | 1.70% |
| 26 | LIONS GATE ENTMNT CORP | 535919500 | 1,161,467 | $10.0M | 1.08% |
| 27 | LIONS GATE ENTMNT CORP | 535919401 | 928,105 | $8.7M | 0.95% |
| 28 | MARRIOTT VACATIONS WORLDWIDE | VAC | 93,858 | $8.2M | 0.89% |
| 29 | UBER TECHNOLOGIES INC | UBER | 89,700 | $6.5M | 0.71% |
| 30 | FIVE BELOW INC | FIVE | 59,634 | $6.5M | 0.70% |
| 31 | SKECHERS U S A INC | 830566105 | 80,507 | $5.6M | 0.60% |
| 32 | AIR PRODS & CHEMS INC | AIIR | 12,503 | $3.2M | 0.35% |
| 33 | PROCTER AND GAMBLE CO | 742718109 | 17,316 | $2.9M | 0.31% |
| 34 | PROGRESSIVE CORP | 743315103 | 12,279 | $2.6M | 0.28% |
| 35 | EASTMAN CHEM CO | EMN | 25,820 | $2.5M | 0.27% |
| 36 | META PLATFORMS INC | META | 4,439 | $2.2M | 0.24% |
| 37 | EVERCORE INC | EVR | 10,651 | $2.2M | 0.24% |
| 38 | ROYAL BK CDA | 780087102 | 19,926 | $2.1M | 0.23% |
| 39 | MASTERCARD INCORPORATED | MA | 4,028 | $1.8M | 0.19% |
| 40 | VISA INC | V | 6,542 | $1.7M | 0.19% |
| 41 | LAUDER ESTEE COS INC | 518439104 | 11,603 | $1.2M | 0.13% |