13F HOLDINGS REPORT
TREMBLANT CAPITAL GROUP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001214659-24-018939
Total Value
$908.8M
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPOTIFY TECHNOLOGY S A | SPOT | 163,749 | $60.3M | 6.64% |
| 2 | TKO GROUP HOLDINGS INC | TKO | 483,419 | $59.8M | 6.58% |
| 3 | GRAB HOLDINGS LIMITED | GRABW | 13,766,778 | $52.3M | 5.76% |
| 4 | AMAZON COM INC | AMZN | 274,500 | $51.1M | 5.63% |
| 5 | MERCADOLIBRE INC | MELI | 23,505 | $48.2M | 5.31% |
| 6 | DOORDASH INC | DASH | 300,432 | $42.9M | 4.72% |
| 7 | SMARTSHEET INC | 83200N103 | 676,729 | $37.5M | 4.12% |
| 8 | UBER TECHNOLOGIES INC | UBER | 492,914 | $37.0M | 4.08% |
| 9 | DRAFTKINGS INC NEW | DKNG | 901,692 | $35.3M | 3.89% |
| 10 | CHARTER COMMUNICATIONS INC N | 16119P108 | 108,546 | $35.2M | 3.87% |
| 11 | SKECHERS U S A INC | 830566105 | 513,256 | $34.3M | 3.78% |
| 12 | KEURIG DR PEPPER INC | KDP | 890,033 | $33.4M | 3.67% |
| 13 | VARONIS SYS INC | VRNS | 584,971 | $33.1M | 3.64% |
| 14 | DISNEY WALT CO | 254687106 | 339,874 | $32.7M | 3.60% |
| 15 | Q2 HLDGS INC | QTWO | 399,078 | $31.8M | 3.50% |
| 16 | ALPHABET INC | GOOG | 178,929 | $29.7M | 3.27% |
| 17 | WABTEC | 929740108 | 153,460 | $27.9M | 3.07% |
| 18 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 3,157,347 | $25.6M | 2.82% |
| 19 | WYNDHAM HOTELS & RESORTS INC | WH | 305,825 | $23.9M | 2.63% |
| 20 | PALO ALTO NETWORKS INC | PANW | 69,402 | $23.7M | 2.61% |
| 21 | COUPANG INC | CPNG | 743,287 | $18.2M | 2.01% |
| 22 | YUM CHINA HLDGS INC | YUMC | 390,205 | $17.6M | 1.93% |
| 23 | FIVE9 INC | FIVN | 526,195 | $15.1M | 1.66% |
| 24 | BAIDU INC | BAIDF | 124,737 | $13.1M | 1.45% |
| 25 | NCINO INC | NCNO | 367,210 | $11.6M | 1.28% |
| 26 | SPDR SER TR | 78464A698 | 175,100 | $9.9M | 1.09% |
| 27 | LIONS GATE ENTMNT CORP | 535919500 | 1,039,412 | $7.2M | 0.79% |
| 28 | LIONS GATE ENTMNT CORP | 535919401 | 797,305 | $6.2M | 0.69% |
| 29 | VICTORIAS SECRET AND CO | 926400102 | 232,055 | $6.0M | 0.66% |
| 30 | TRIP COM GROUP LTD | TRPCF | 92,951 | $5.5M | 0.61% |
| 31 | UBER TECHNOLOGIES INC | UBER | 71,200 | $5.4M | 0.59% |
| 32 | FIVE BELOW INC | FIVE | 46,674 | $4.1M | 0.45% |
| 33 | AIR PRODS & CHEMS INC | AIIR | 12,576 | $3.7M | 0.41% |
| 34 | KEURIG DR PEPPER INC | KDP | 94,200 | $3.5M | 0.39% |
| 35 | PROCTER AND GAMBLE CO | 742718109 | 18,737 | $3.2M | 0.36% |
| 36 | EASTMAN CHEM CO | EMN | 27,948 | $3.1M | 0.34% |
| 37 | EVERCORE INC | EVR | 11,517 | $2.9M | 0.32% |
| 38 | META PLATFORMS INC | META | 4,802 | $2.7M | 0.30% |
| 39 | PROGRESSIVE CORP | 743315103 | 10,340 | $2.6M | 0.29% |
| 40 | SMARTSHEET INC | 83200N103 | 42,100 | $2.3M | 0.26% |
| 41 | TESLA INC | TSLA | 8,900 | $2.3M | 0.26% |
| 42 | ROYAL BK CDA | 780087102 | 18,252 | $2.3M | 0.25% |
| 43 | MASTERCARD INCORPORATED | MA | 4,358 | $2.2M | 0.24% |
| 44 | VISA INC | V | 7,072 | $1.9M | 0.21% |