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TREMBLANT CAPITAL GROUP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $3,481,888,067
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VARONIS SYS INC · COM · 922280102 · shares: $157,343,286
- SEMTECH CORP · COM · 816850101 · shares: $143,604,326
- LIVE NATION ENTERTAINMENT IN · COM · 538034109 · shares: $135,845,281
- SPOTIFY TECHNOLOGY S A · SHS · L8681T102 · shares: $134,669,257
- MKS INC. · COM · 55306N104 · shares: $131,387,248
- DOORDASH INC · CL A · 25809K105 · shares: $124,054,537
- COUPANG INC · CL A · 22266T109 · shares: $120,722,803
- AFFIRM HLDGS INC · COM CL A · 00827B106 · shares: $119,399,720
- FORMFACTOR INC · COM · 346375108 · shares: $114,102,059
- BLOOM ENERGY CORP · COM CL A · 093712107 · shares: $111,063,960
Reported holdings
58 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VARONIS SYS INC | COM | 922280102 | — | 3,749,840 shares | $157,343,286 |
| SEMTECH CORP | COM | 816850101 | — | 887,268 shares | $143,604,326 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | — | 741,878 shares | $135,845,281 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 293,314 shares | $134,669,257 |
| MKS INC. | COM | 55306N104 | — | 295,385 shares | $131,387,248 |
| DOORDASH INC | CL A | 25809K105 | — | 672,273 shares | $124,054,537 |
| COUPANG INC | CL A | 22266T109 | — | 6,950,075 shares | $120,722,803 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 1,464,129 shares | $119,399,720 |
| FORMFACTOR INC | COM | 346375108 | — | 713,450 shares | $114,102,059 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 366,911 shares | $111,063,960 |
| TKO GROUP HOLDINGS INC | CL A | 87256C101 | — | 540,968 shares | $108,902,268 |
| REDDIT INC | CL A | 75734B100 | — | 600,346 shares | $104,208,059 |
| MONGODB INC | CL A | 60937P106 | — | 303,538 shares | $101,958,414 |
| WINGSTOP INC | COM | 974155103 | — | 546,553 shares | $94,777,756 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 384,993 shares | $94,431,083 |
| Q2 HLDGS INC | COM | 74736L109 | — | 1,842,165 shares | $88,608,137 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 324,954 shares | $87,367,132 |
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | — | 23,045,100 shares | $86,880,027 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 96,453 shares | $82,762,461 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 2,319,529 shares | $78,863,986 |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | — | 919,053 shares | $77,393,453 |
| TALEN ENERGY CORP | COM | 87422Q109 | — | 197,712 shares | $75,972,813 |
| ROCKET LAB CORP | COM | 773121108 | — | 676,072 shares | $68,722,719 |
| WABTEC | COM | 929740108 | — | 252,814 shares | $68,158,654 |
| CENCORA INC | COM | 03073E105 | — | 237,486 shares | $67,203,788 |
| FTAI AVIATION LTD | SHS | G3730V105 | — | 233,414 shares | $63,145,489 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 67,255 shares | $55,813,579 |
| TARGA RES CORP | COM | 87612G101 | — | 195,782 shares | $52,496,985 |
| FIRSTCASH HOLDINGS INC | COM | 33768G107 | — | 203,059 shares | $43,925,723 |
| CARVANA CO | CL A | 146869102 | — | 630,952 shares | $41,529,261 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 208,548 shares | $40,593,868 |
| ROKU INC | COM CL A | 77543R102 | — | 283,003 shares | $39,094,034 |
| STARBUCKS CORP | COM | 855244109 | — | 379,456 shares | $38,776,609 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 139,187 shares | $36,249,862 |
| DATADOG INC | CL A COM | 23804L103 | — | 134,035 shares | $34,897,353 |
| MONDAY COM LTD | SHS | M7S64H106 | — | 464,851 shares | $33,650,564 |
| IDEXX LABS INC | COM | 45168D104 | — | 63,437 shares | $33,395,774 |
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | — | 1,512,176 shares | $31,922,035 |
| GUARDANT HEALTH INC | COM | 40131M109 | — | 197,795 shares | $29,675,184 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 400,556 shares | $28,904,121 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 | — | 1,578,915 shares | $28,309,946 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | — | 92,940 shares | $27,977,728 |
| ONDAS INC | COM NEW | 68236H204 | — | 3,366,218 shares | $27,737,636 |
| DISNEY WALT CO | COM | 254687106 | — | 271,194 shares | $26,102,423 |
| INSULET CORP | COM | 45784P101 | — | 156,111 shares | $23,767,900 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 13,372 shares | $22,697,499 |
| ALPHATEC HLDGS INC | COM NEW | 02081G201 | — | 2,577,799 shares | $22,297,961 |
| AMAZON COM INC | COM | 023135106 | — | 88,686 shares | $21,137,421 |
| NATERA INC | COM | 632307104 | — | 71,016 shares | $19,277,293 |
| INSMED INC | COM PAR $.01 | 457669307 | — | 170,670 shares | $18,196,835 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 155,592 shares | $17,765,495 |
| NRG ENERGY INC | COM NEW | 629377508 | — | 104,025 shares | $15,193,892 |
| MATCH GROUP INC NEW | COM | 57667L107 | — | 193,048 shares | $7,345,476 |
| COSTAR GROUP INC | COM | 22160N109 | — | 228,535 shares | $6,472,111 |
| EVERCORE INC | CLASS A | 29977A105 | — | 13,673 shares | $4,668,509 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | — | 183,729 shares | $4,640,995 |
| PROGRESSIVE CORP | COM | 743315103 | — | 20,717 shares | $4,525,629 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 4,093 shares | $1,299,650 |