13F HOLDINGS REPORT
TREMBLANT CAPITAL GROUP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001214659-25-007796
Total Value
$890.1M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 128,200 | $71.7M | 8.06% |
| 2 | TKO GROUP HOLDINGS INC | TKO | 308,921 | $47.2M | 5.30% |
| 3 | SPOTIFY TECHNOLOGY S A | SPOT | 84,905 | $46.7M | 5.25% |
| 4 | GRAB HOLDINGS LIMITED | GRABW | 9,794,591 | $44.4M | 4.99% |
| 5 | DOORDASH INC | DASH | 227,245 | $41.5M | 4.67% |
| 6 | DISNEY WALT CO | 254687106 | 407,120 | $40.2M | 4.51% |
| 7 | CHARTER COMMUNICATIONS INC N | 16119P108 | 97,962 | $36.1M | 4.06% |
| 8 | MERCADOLIBRE INC | MELI | 17,851 | $34.8M | 3.91% |
| 9 | AMAZON COM INC | AMZN | 165,457 | $31.5M | 3.54% |
| 10 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 3,396,880 | $28.8M | 3.24% |
| 11 | ROKU INC | ROKU | 378,918 | $26.7M | 3.00% |
| 12 | COUPANG INC | CPNG | 1,212,357 | $26.6M | 2.99% |
| 13 | SKECHERS U S A INC | 830566105 | 450,739 | $25.6M | 2.88% |
| 14 | VARONIS SYS INC | VRNS | 619,690 | $25.1M | 2.82% |
| 15 | UBER TECHNOLOGIES INC | UBER | 312,188 | $22.7M | 2.56% |
| 16 | MONDAY COM LTD | MNDY | 93,183 | $22.7M | 2.55% |
| 17 | Q2 HLDGS INC | QTWO | 272,850 | $21.8M | 2.45% |
| 18 | DRAFTKINGS INC NEW | DKNG | 635,836 | $21.1M | 2.37% |
| 19 | WABTEC | 929740108 | 116,024 | $21.0M | 2.36% |
| 20 | WARNER BROS DISCOVERY INC | WBD | 1,881,636 | $20.2M | 2.27% |
| 21 | VICTORIAS SECRET AND CO | 926400102 | 1,077,551 | $20.0M | 2.25% |
| 22 | WINGSTOP INC | WING | 88,352 | $19.9M | 2.24% |
| 23 | FIVE9 INC | FIVN | 705,063 | $19.1M | 2.15% |
| 24 | PALO ALTO NETWORKS INC | PANW | 106,131 | $18.1M | 2.03% |
| 25 | TRIP COM GROUP LTD | TRPCF | 275,849 | $17.5M | 1.97% |
| 26 | YUM CHINA HLDGS INC | YUMC | 290,984 | $15.1M | 1.70% |
| 27 | KEURIG DR PEPPER INC | KDP | 393,776 | $13.5M | 1.51% |
| 28 | BATH & BODY WORKS INC | BBWI | 417,552 | $12.7M | 1.42% |
| 29 | PAR TECHNOLOGY CORP | PAR | 189,734 | $11.6M | 1.31% |
| 30 | NCINO INC | NCNO | 410,929 | $11.3M | 1.27% |
| 31 | WYNDHAM HOTELS & RESORTS INC | WH | 119,470 | $10.8M | 1.21% |
| 32 | GAP INC | GAP | 408,478 | $8.4M | 0.95% |
| 33 | COSTAR GROUP INC | CSGP | 96,629 | $7.7M | 0.86% |
| 34 | CONFLUENT INC | 20717M103 | 312,848 | $7.3M | 0.82% |
| 35 | LIONS GATE ENTMNT CORP | 535919500 | 820,978 | $6.5M | 0.73% |
| 36 | LIONS GATE ENTMNT CORP | 535919401 | 514,292 | $4.6M | 0.51% |
| 37 | MATCH GROUP INC NEW | MTCH | 135,073 | $4.2M | 0.47% |
| 38 | PROCTER AND GAMBLE CO | 742718109 | 23,454 | $4.0M | 0.45% |
| 39 | PROGRESSIVE CORP | 743315103 | 13,062 | $3.7M | 0.42% |
| 40 | LAUDER ESTEE COS INC | 518439104 | 52,695 | $3.5M | 0.39% |
| 41 | VISA INC | V | 8,485 | $3.0M | 0.33% |
| 42 | MASTERCARD INCORPORATED | MA | 5,218 | $2.9M | 0.32% |
| 43 | EVERCORE INC | EVR | 13,839 | $2.8M | 0.31% |
| 44 | AMAZON COM INC | AMZN | 12,900 | $2.5M | 0.28% |
| 45 | META PLATFORMS INC | META | 2,574 | $1.5M | 0.17% |
| 46 | ALPHABET INC | GOOG | 9,468 | $1.5M | 0.16% |