13F HOLDINGS REPORT
TREMBLANT CAPITAL GROUP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001214659-25-016493
Total Value
$969.0M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WARNER BROS DISCOVERY INC | WBD | 3,036,282 | $59.3M | 6.12% |
| 2 | GRAB HOLDINGS LIMITED | GRABW | 9,567,004 | $57.6M | 5.94% |
| 3 | DOORDASH INC | DASH | 197,039 | $53.6M | 5.53% |
| 4 | SPOTIFY TECHNOLOGY S A | SPOT | 74,822 | $52.2M | 5.39% |
| 5 | TKO GROUP HOLDINGS INC | TKO | 249,486 | $50.4M | 5.20% |
| 6 | DISNEY WALT CO | 254687106 | 374,966 | $42.9M | 4.43% |
| 7 | COUPANG INC | CPNG | 1,283,619 | $41.3M | 4.27% |
| 8 | ROKU INC | ROKU | 382,391 | $38.3M | 3.95% |
| 9 | UBER TECHNOLOGIES INC | UBER | 377,390 | $37.0M | 3.82% |
| 10 | MERCADOLIBRE INC | MELI | 15,318 | $35.8M | 3.69% |
| 11 | MONDAY COM LTD | MNDY | 175,831 | $34.1M | 3.51% |
| 12 | LIVE NATION ENTERTAINMENT IN | LYV | 205,319 | $33.5M | 3.46% |
| 13 | WINGSTOP INC | WING | 121,681 | $30.6M | 3.16% |
| 14 | CYBERARK SOFTWARE LTD | M2682V108 | 60,201 | $29.1M | 3.00% |
| 15 | STARBUCKS CORP | SBUX | 332,334 | $28.1M | 2.90% |
| 16 | SHOPIFY INC | SHOP | 182,089 | $27.1M | 2.79% |
| 17 | CHIPOTLE MEXICAN GRILL INC | CMG | 669,287 | $26.2M | 2.71% |
| 18 | VARONIS SYS INC | VRNS | 451,125 | $25.9M | 2.68% |
| 19 | Q2 HLDGS INC | QTWO | 357,132 | $25.9M | 2.67% |
| 20 | DRAFTKINGS INC NEW | DKNG | 628,054 | $23.5M | 2.42% |
| 21 | BATH & BODY WORKS INC | BBWI | 874,639 | $22.5M | 2.33% |
| 22 | VICTORIAS SECRET AND CO | 926400102 | 728,571 | $19.8M | 2.04% |
| 23 | COSTAR GROUP INC | CSGP | 225,928 | $19.1M | 1.97% |
| 24 | GLOBAL E ONLINE LTD | GLBE | 527,519 | $18.9M | 1.95% |
| 25 | NCINO INC | NCNO | 661,277 | $17.9M | 1.85% |
| 26 | AMAZON COM INC | AMZN | 75,700 | $16.6M | 1.72% |
| 27 | CHARTER COMMUNICATIONS INC N | 16119P108 | 58,916 | $16.2M | 1.67% |
| 28 | FIVE9 INC | FIVN | 646,883 | $15.7M | 1.62% |
| 29 | WABTEC | 929740108 | 65,936 | $13.2M | 1.36% |
| 30 | WYNDHAM HOTELS & RESORTS INC | WH | 147,021 | $11.7M | 1.21% |
| 31 | LIONSGATE STUDIOS CORP | LION | 1,578,587 | $10.9M | 1.12% |
| 32 | CONFLUENT INC | 20717M103 | 312,702 | $6.2M | 0.64% |
| 33 | PROGRESSIVE CORP | 743315103 | 20,609 | $5.1M | 0.53% |
| 34 | EVERCORE INC | EVR | 14,909 | $5.0M | 0.52% |
| 35 | MATCH GROUP INC NEW | MTCH | 134,368 | $4.7M | 0.49% |
| 36 | LAUDER ESTEE COS INC | 518439104 | 46,605 | $4.1M | 0.42% |
| 37 | MASTERCARD INCORPORATED | MA | 5,828 | $3.3M | 0.34% |
| 38 | VISA INC | V | 9,496 | $3.2M | 0.33% |
| 39 | KEURIG DR PEPPER INC | KDP | 91,043 | $2.3M | 0.24% |