13F HOLDINGS REPORT
TREMBLANT CAPITAL GROUP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001214659-25-002775
Total Value
$965.6M
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GRAB HOLDINGS LIMITED | GRABW | 13,937,392 | $65.8M | 6.81% |
| 2 | TKO GROUP HOLDINGS INC | TKO | 403,709 | $57.4M | 5.94% |
| 3 | SPOTIFY TECHNOLOGY S A | SPOT | 124,260 | $55.6M | 5.76% |
| 4 | AMAZON COM INC | AMZN | 205,325 | $45.0M | 4.67% |
| 5 | ROKU INC | ROKU | 581,383 | $43.2M | 4.48% |
| 6 | MERCADOLIBRE INC | MELI | 23,623 | $40.2M | 4.16% |
| 7 | DOORDASH INC | DASH | 233,279 | $39.1M | 4.05% |
| 8 | SKECHERS U S A INC | 830566105 | 516,007 | $34.7M | 3.59% |
| 9 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 3,231,149 | $33.4M | 3.46% |
| 10 | UBER TECHNOLOGIES INC | UBER | 548,183 | $33.1M | 3.42% |
| 11 | DRAFTKINGS INC NEW | DKNG | 868,162 | $32.3M | 3.34% |
| 12 | DISNEY WALT CO | 254687106 | 267,018 | $29.7M | 3.08% |
| 13 | CHARTER COMMUNICATIONS INC N | 16119P108 | 85,788 | $29.4M | 3.05% |
| 14 | WYNDHAM HOTELS & RESORTS INC | WH | 282,178 | $28.4M | 2.95% |
| 15 | FIVE9 INC | FIVN | 654,174 | $26.6M | 2.75% |
| 16 | VARONIS SYS INC | VRNS | 598,271 | $26.6M | 2.75% |
| 17 | MONDAY COM LTD | MNDY | 110,562 | $26.0M | 2.70% |
| 18 | KEURIG DR PEPPER INC | KDP | 741,215 | $23.8M | 2.47% |
| 19 | COUPANG INC | CPNG | 1,076,311 | $23.7M | 2.45% |
| 20 | VICTORIAS SECRET AND CO | 926400102 | 550,135 | $22.8M | 2.36% |
| 21 | PALO ALTO NETWORKS INC | PANW | 121,497 | $22.1M | 2.29% |
| 22 | Q2 HLDGS INC | QTWO | 218,237 | $22.0M | 2.27% |
| 23 | WABTEC | 929740108 | 113,817 | $21.6M | 2.23% |
| 24 | GAP INC | GAP | 901,419 | $21.3M | 2.21% |
| 25 | TRIP COM GROUP LTD | TRPCF | 297,695 | $20.4M | 2.12% |
| 26 | ALPHABET INC | GOOG | 102,026 | $19.3M | 2.00% |
| 27 | YUM CHINA HLDGS INC | YUMC | 315,618 | $15.2M | 1.57% |
| 28 | ON HLDG AG | H5919C104 | 276,571 | $15.1M | 1.57% |
| 29 | NCINO INC | NCNO | 384,239 | $12.9M | 1.34% |
| 30 | AMAZON COM INC | AMZN | 56,900 | $12.5M | 1.29% |
| 31 | COSTAR GROUP INC | CSGP | 173,868 | $12.4M | 1.29% |
| 32 | BATH & BODY WORKS INC | BBWI | 177,743 | $6.9M | 0.71% |
| 33 | LIONS GATE ENTMNT CORP | 535919500 | 850,750 | $6.4M | 0.67% |
| 34 | LIONS GATE ENTMNT CORP | 535919401 | 529,263 | $4.5M | 0.47% |
| 35 | MATCH GROUP INC NEW | MTCH | 129,271 | $4.2M | 0.44% |
| 36 | BAIDU INC | BAIDF | 46,304 | $3.9M | 0.40% |
| 37 | LAUDER ESTEE COS INC | 518439104 | 50,429 | $3.8M | 0.39% |
| 38 | EVERCORE INC | EVR | 13,245 | $3.7M | 0.38% |
| 39 | PROCTER AND GAMBLE CO | 742718109 | 21,553 | $3.6M | 0.37% |
| 40 | META PLATFORMS INC | META | 5,506 | $3.2M | 0.33% |
| 41 | PROGRESSIVE CORP | 743315103 | 12,501 | $3.0M | 0.31% |
| 42 | EASTMAN CHEM CO | EMN | 32,128 | $2.9M | 0.30% |
| 43 | MASTERCARD INCORPORATED | MA | 4,998 | $2.6M | 0.27% |
| 44 | VISA INC | V | 8,116 | $2.6M | 0.27% |
| 45 | ROYAL BK CDA | 780087102 | 20,960 | $2.5M | 0.26% |