EdgeMarket › What Tremblant Capital Group reported owning
What Tremblant Capital Group reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.1BPositions
57Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPOT Spotify Technology S.A. | 136.0M | 4.4% | 280.4K | 533.72 | -24.2% |
| TKO TKO Group Holdings, Inc. | 120.6M | 3.9% | 598.3K | 193.14 | +5.8% |
| LYV Live Nation Entertainment, Inc. | 115.2M | 3.7% | 755.2K | 181.82 | +12.3% |
| LITE Lumentum Holdings Inc. | 107.3M | 3.5% | 152.7K | 866.71 | +647.9% |
| DASH DoorDash, Inc. | 101.7M | 3.3% | 677.1K | 223.49 | -8.3% |
| UBER Uber Technologies, Inc | 94.1M | 3.0% | 1.3M | 78.80 | -15.9% |
| CPNG Coupang, Inc. | 93.2M | 3.0% | 4.9M | 16.45 | -43.0% |
| ROKU ROKU, INC | 91.0M | 2.9% | 961.2K | 157.49 | +78.0% |
| GRAB Grab Holdings Ltd | 89.2M | 2.9% | 24.4M | 3.48 | -30.8% |
| WH WYNDHAM HOTELS & RESORTS, INC. | 82.3M | 2.6% | 1.0M | 74.62 | -13.7% |
| HWM Howmet Aerospace Inc. | 81.6M | 2.6% | 353.9K | 271.68 | +58.0% |
| PANW Palo Alto Networks Inc | 80.9M | 2.6% | 504.7K | 357.87 | +94.0% |
| QTWO Q2 Holdings, Inc. | 80.6M | 2.6% | 1.7M | 63.91 | -15.3% |
| RDDT Reddit, Inc. | 77.3M | 2.5% | 573.7K | 153.29 | -29.8% |
| VRNS VARONIS SYSTEMS INC | 76.9M | 2.5% | 3.6M | 41.23 | -29.2% |
| MKSI MKS INC | 75.8M | 2.4% | 329.8K | 279.11 | +180.9% |
| CMG CHIPOTLE MEXICAN GRILL INC | 74.3M | 2.4% | 2.3M | 36.90 | -14.3% |
| WING Wingstop Inc. | 73.9M | 2.4% | 477.1K | 115.43 | -64.9% |
| BE Bloom Energy Corp | 73.9M | 2.4% | 545.2K | 201.45 | +352.6% |
| COR Cencora, Inc. | 67.1M | 2.2% | 213.5K | 318.04 | +4.7% |
| WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 66.9M | 2.2% | 267.9K | 297.57 | +54.3% |
| RCL ROYAL CARIBBEAN CRUISES LTD | 66.6M | 2.1% | 241.9K | 292.00 | -11.3% |
| MDB MongoDB, Inc. | 65.5M | 2.1% | 267.5K | 430.83 | +102.6% |
| AFRM Affirm Holdings, Inc. | 64.0M | 2.1% | 1.4M | 77.03 | +5.5% |
| CSGP COSTAR GROUP, INC. | 60.8M | 2.0% | 1.5M | 32.26 | -63.4% |
| NET Cloudflare, Inc. | 60.7M | 2.0% | 294.2K | 293.14 | +51.7% |
| FTAI FTAI Aviation Ltd. | 57.6M | 1.9% | 235.3K | 209.70 | +49.4% |
| BWXT BWX Technologies, Inc. | 52.2M | 1.7% | 255.5K | 156.78 | -4.1% |
| SBUX STARBUCKS CORP | 50.8M | 1.6% | 567.4K | 107.08 | +19.6% |
| ROL ROLLINS INC | 50.7M | 1.6% | 950.0K | 36.91 | -36.8% |
| EME EMCOR Group, Inc. | 50.5M | 1.6% | 68.4K | 776.62 | +28.3% |
| TLN Talen Energy Corp | 50.3M | 1.6% | 157.6K | 314.46 | -12.7% |
| TRGP Targa Resources Corp. | 49.9M | 1.6% | 199.2K | 299.10 | +83.6% |
| NCLH Norwegian Cruise Line Holdings Ltd. | 48.6M | 1.6% | 2.6M | 17.24 | -27.7% |
| RKLB Rocket Lab Corp | 48.4M | 1.6% | 753.8K | 72.57 | +78.3% |
| CVNA CARVANA CO. | 40.4M | 1.3% | 128.4K | 69.91 | +3.2% |
| IDXX IDEXX LABORATORIES INC /DE | 36.3M | 1.2% | 64.5K | 556.93 | -13.0% |
| AXON AXON ENTERPRISE, INC. | 35.6M | 1.1% | 83.7K | 627.75 | -17.5% |
| VLO VALERO ENERGY CORP/TX | 35.0M | 1.1% | 141.6K | 348.86 | +148.3% |
| ALNY ALNYLAM PHARMACEUTICALS, INC. | 31.3M | 1.0% | 94.6K | 236.22 | -48.5% |
| INSM INSMED Inc | 28.4M | 0.9% | 173.6K | 125.77 | -2.8% |
| NCNO nCino, Inc. | 27.6M | 0.9% | 1.8M | 20.62 | -26.0% |
| FCFS FirstCash Holdings, Inc. | 26.2M | 0.8% | 139.4K | 225.28 | +61.9% |
| SOFI SoFi Technologies, Inc. | 25.5M | 0.8% | 1.6M | 18.91 | -16.0% |
| DIS Walt Disney Co | 25.4M | 0.8% | 263.2K | 107.78 | -7.9% |
| ATEC Alphatec Holdings, Inc. | 23.8M | 0.8% | 2.2M | 9.48 | -40.3% |
| AMZN AMAZON COM INC | 23.4M | 0.8% | 112.3K | 258.63 | +15.6% |
| MELI MERCADOLIBRE INC | 23.2M | 0.7% | 13.4K | 1,922.73 | -17.7% |
| PODD INSULET CORP | 22.5M | 0.7% | 107.2K | 148.16 | -55.5% |
| SHOP SHOPIFY INC. | 16.4M | 0.5% | 138.4K | 149.25 | +8.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →