13F HOLDINGS REPORT
TREMBLANT CAPITAL GROUP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001214659-26-001896
Total Value
$3.92B
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPOTIFY TECHNOLOGY S A | SPOT | 241,449 | $140.2M | 3.58% |
| 2 | DOORDASH INC | DASH | 595,966 | $135.0M | 3.44% |
| 3 | TKO GROUP HOLDINGS INC | TKO | 640,684 | $133.9M | 3.42% |
| 4 | Q2 HLDGS INC | QTWO | 1,813,697 | $130.9M | 3.34% |
| 5 | WINGSTOP INC | WING | 493,071 | $117.6M | 3.00% |
| 6 | VARONIS SYS INC | VRNS | 3,509,649 | $115.1M | 2.94% |
| 7 | LIVE NATION ENTERTAINMENT | LYV | 785,031 | $111.9M | 2.85% |
| 8 | GRAB HOLDINGS LIMITED | GRABW | 22,140,776 | $110.5M | 2.82% |
| 9 | COSTAR GROUP INC | CSGP | 1,635,964 | $110.0M | 2.81% |
| 10 | LUMENTUM HLDGS INC | LITE | 298,417 | $110.0M | 2.81% |
| 11 | ROKU INC | ROKU | 990,118 | $107.4M | 2.74% |
| 12 | COUPANG INC | CPNG | 4,546,882 | $107.3M | 2.74% |
| 13 | CHIPOTLE MEXICAN GRILL INC | CMG | 2,713,065 | $100.4M | 2.56% |
| 14 | MONDAY COM LTD | MNDY | 654,848 | $96.6M | 2.46% |
| 15 | NCINO INC | NCNO | 3,533,706 | $90.6M | 2.31% |
| 16 | UBER TECHNOLOGIES INC | UBER | 1,061,953 | $86.8M | 2.21% |
| 17 | ROYAL CARIBBEAN GROUP | V7780T103 | 303,860 | $84.8M | 2.16% |
| 18 | WARNER BROS DISCOVERY INC | WBD | 2,904,702 | $83.7M | 2.14% |
| 19 | CYBERARK SOFTWARE LTD | M2682V108 | 185,691 | $82.8M | 2.11% |
| 20 | LPL FINL HLDGS INC | 50212V100 | 222,165 | $79.4M | 2.02% |
| 21 | AFFIRM HLDGS INC | AFRM | 1,060,440 | $78.9M | 2.01% |
| 22 | WYNDHAM HOTELS & RESORTS | WH | 1,032,055 | $78.0M | 1.99% |
| 23 | REDDIT INC | RDDT | 336,361 | $77.3M | 1.97% |
| 24 | HOWMET AEROSPACE INC | HWM | 374,175 | $76.7M | 1.96% |
| 25 | CENCORA INC | COR | 202,811 | $68.5M | 1.75% |
| 26 | GLOBAL E ONLINE LTD | GLBE | 1,678,500 | $66.0M | 1.68% |
| 27 | ROLLINS INC | ROL | 1,082,629 | $65.0M | 1.66% |
| 28 | WABTEC | 929740108 | 298,133 | $63.6M | 1.62% |
| 29 | CARVANA CO | CVNA | 141,135 | $59.6M | 1.52% |
| 30 | CORPAY INC | CPAY | 182,060 | $54.8M | 1.40% |
| 31 | AXON ENTERPRISE INC | AXON | 94,231 | $53.5M | 1.36% |
| 32 | ROCKET LAB CORP | RKLB | 762,548 | $53.2M | 1.36% |
| 33 | BWX TECHNOLOGIES INC | BWXT | 291,174 | $50.3M | 1.28% |
| 34 | EVERCORE INC | EVR | 145,646 | $49.6M | 1.26% |
| 35 | STARBUCKS CORP | SBUX | 573,972 | $48.3M | 1.23% |
| 36 | TALEN ENERGY CORP | TLN | 120,947 | $45.3M | 1.16% |
| 37 | IDEXX LABS INC | 45168D104 | 65,288 | $44.2M | 1.13% |
| 38 | ALNYLAM PHARMACEUTICALS INC | ALNY | 110,132 | $43.8M | 1.12% |
| 39 | VEEVA SYS INC | VEEV | 192,390 | $42.9M | 1.10% |
| 40 | DISNEY WALT CO | 254687106 | 375,835 | $42.8M | 1.09% |
| 41 | SOFI TECHNOLOGIES INC | SOFI | 1,624,973 | $42.5M | 1.09% |
| 42 | EMCOR GROUP INC | EME | 69,216 | $42.3M | 1.08% |
| 43 | MONGODB INC | MDB | 96,809 | $40.6M | 1.04% |
| 44 | BLOOM ENERGY CORP | BE | 465,143 | $40.4M | 1.03% |
| 45 | TARGA RES CORP | TRGP | 201,492 | $37.2M | 0.95% |
| 46 | CLOUDFLARE INC | NET | 187,125 | $36.9M | 0.94% |
| 47 | PAR TECHNOLOGY CORP | PAR | 1,001,365 | $36.3M | 0.93% |
| 48 | ALPHATEC HLDGS INC | ATEC | 1,624,997 | $34.2M | 0.87% |
| 49 | INSULET CORP | PODD | 108,469 | $30.8M | 0.79% |
| 50 | INSMED INC | INSM | 175,650 | $30.6M | 0.78% |
| 51 | MERCADOLIBRE INC | MELI | 14,864 | $29.9M | 0.76% |
| 52 | PROCORE TECHNOLOGIES INC | PCOR | 401,617 | $29.2M | 0.75% |
| 53 | ROCKET COS INC | 77311W101 | 1,433,158 | $27.7M | 0.71% |
| 54 | OKTA INC | OKTA | 309,133 | $26.7M | 0.68% |
| 55 | AMAZON COM INC | AMZN | 114,555 | $26.4M | 0.67% |
| 56 | SHOPIFY INC | SHOP | 161,292 | $26.0M | 0.66% |
| 57 | CHENIERE ENERGY INC | LNG | 103,089 | $20.0M | 0.51% |
| 58 | LIONSGATE STUDIOS CORP | LION | 1,494,393 | $13.6M | 0.35% |
| 59 | CONFLUENT INC | 20717M103 | 449,655 | $13.6M | 0.35% |
| 60 | DRAFTKINGS INC NEW | DKNG | 179,569 | $6.2M | 0.16% |
| 61 | PALO ALTO NETWORKS INC | PANW | 26,508 | $4.9M | 0.12% |
| 62 | LAUDER ESTEE COS INC | 518439104 | 45,795 | $4.8M | 0.12% |
| 63 | PROGRESSIVE CORP | 743315103 | 20,249 | $4.6M | 0.12% |
| 64 | MATCH GROUP INC NEW | MTCH | 138,096 | $4.5M | 0.11% |
| 65 | BATH & BODY WORKS INC | BBWI | 198,861 | $4.0M | 0.10% |
| 66 | VISA INC | V | 9,326 | $3.3M | 0.08% |
| 67 | MASTERCARD INCORPORATED | MA | 5,728 | $3.3M | 0.08% |
| 68 | CHARTER COMMUNICATIONS INC | 16119P108 | 14,873 | $3.1M | 0.08% |