13F HOLDINGS REPORT
TREMBLANT CAPITAL GROUP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001214659-25-012118
Total Value
$1.04B
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPOTIFY TECHNOLOGY S A | SPOT | 79,053 | $60.7M | 5.85% |
| 2 | DOORDASH INC | DASH | 222,684 | $54.9M | 5.30% |
| 3 | TKO GROUP HOLDINGS INC | TKO | 278,431 | $50.7M | 4.89% |
| 4 | DISNEY WALT CO | 254687106 | 400,174 | $49.6M | 4.79% |
| 5 | GRAB HOLDINGS LIMITED | GRABW | 9,726,839 | $48.9M | 4.72% |
| 6 | ROKU INC | ROKU | 545,048 | $47.9M | 4.62% |
| 7 | WINGSTOP INC | WING | 129,650 | $43.7M | 4.21% |
| 8 | COUPANG INC | CPNG | 1,418,565 | $42.5M | 4.10% |
| 9 | WARNER BROS DISCOVERY INC | WBD | 3,380,044 | $38.7M | 3.74% |
| 10 | MERCADOLIBRE INC | MELI | 14,560 | $38.1M | 3.67% |
| 11 | SHOPIFY INC | SHOP | 300,687 | $34.7M | 3.35% |
| 12 | MONDAY COM LTD | MNDY | 110,226 | $34.7M | 3.34% |
| 13 | UBER TECHNOLOGIES INC | UBER | 364,336 | $34.0M | 3.28% |
| 14 | VARONIS SYS INC | VRNS | 653,697 | $33.2M | 3.20% |
| 15 | AMAZON COM INC | AMZN | 149,525 | $32.8M | 3.16% |
| 16 | STARBUCKS CORP | SBUX | 357,473 | $32.8M | 3.16% |
| 17 | Q2 HLDGS INC | QTWO | 312,549 | $29.3M | 2.82% |
| 18 | CHARTER COMMUNICATIONS INC N | 16119P108 | 68,873 | $28.2M | 2.72% |
| 19 | LIVE NATION ENTERTAINMENT IN | LYV | 185,753 | $28.1M | 2.71% |
| 20 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 2,740,459 | $26.8M | 2.59% |
| 21 | DRAFTKINGS INC NEW | DKNG | 588,967 | $25.3M | 2.44% |
| 22 | BATH & BODY WORKS INC | BBWI | 783,988 | $23.5M | 2.27% |
| 23 | WABTEC | 929740108 | 91,334 | $19.1M | 1.84% |
| 24 | FIVE9 INC | FIVN | 651,707 | $17.3M | 1.66% |
| 25 | PAR TECHNOLOGY CORP | PAR | 241,700 | $16.8M | 1.62% |
| 26 | GLOBAL E ONLINE LTD | GLBE | 490,312 | $16.4M | 1.59% |
| 27 | COSTAR GROUP INC | CSGP | 199,881 | $16.1M | 1.55% |
| 28 | CONFLUENT INC | 20717M103 | 564,751 | $14.1M | 1.36% |
| 29 | VICTORIAS SECRET AND CO | 926400102 | 747,596 | $13.8M | 1.34% |
| 30 | NCINO INC | NCNO | 471,462 | $13.2M | 1.27% |
| 31 | WYNDHAM HOTELS & RESORTS INC | WH | 145,851 | $11.8M | 1.14% |
| 32 | KEURIG DR PEPPER INC | KDP | 323,523 | $10.7M | 1.03% |
| 33 | LIONSGATE STUDIOS CORP | LION | 1,789,970 | $10.4M | 1.00% |
| 34 | LAUDER ESTEE COS INC | 518439104 | 66,002 | $5.3M | 0.51% |
| 35 | EVERCORE INC | EVR | 17,383 | $4.7M | 0.45% |
| 36 | MATCH GROUP INC NEW | MTCH | 143,543 | $4.4M | 0.43% |
| 37 | PROGRESSIVE CORP | 743315103 | 13,421 | $3.6M | 0.35% |
| 38 | PALO ALTO NETWORKS INC | PANW | 17,386 | $3.6M | 0.34% |
| 39 | PROCTER AND GAMBLE CO | 742718109 | 21,407 | $3.4M | 0.33% |
| 40 | VISA INC | V | 8,718 | $3.1M | 0.30% |
| 41 | MASTERCARD INCORPORATED | MA | 5,358 | $3.0M | 0.29% |
| 42 | DINE BRANDS GLOBAL INC | DIN | 118,507 | $2.9M | 0.28% |
| 43 | META PLATFORMS INC | META | 3,323 | $2.5M | 0.24% |
| 44 | TESLA INC | TSLA | 5,500 | $1.7M | 0.17% |