Q4 2024 · 13F-HR
TREMBLANT CAPITAL GROUPholdings as filed
Filed 2025-02-14 · accession 0001214659-25-002775
$965.6M
Reported value
45
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $65.8M | 6.81% | 13,937,392 | Common | SOLE |
| 87256C101 | TKO | TKO GROUP HOLDINGS INC | $57.4M | 5.94% | 403,709 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $55.6M | 5.76% | 124,260 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $45.0M | 4.67% | 205,325 | Common | SOLE |
| 77543R102 | ROKU | ROKU INC | $43.2M | 4.48% | 581,383 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $40.2M | 4.16% | 23,623 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $39.1M | 4.05% | 233,279 | Common | SOLE |
| 830566105 | SKAA | SKECHERS U S A INC | $34.7M | 3.59% | 516,007 | Common | SOLE |
| 05368X102 | AVDX | AVIDXCHANGE HOLDINGS INC | $33.4M | 3.46% | 3,231,149 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $33.1M | 3.42% | 548,183 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $32.3M | 3.34% | 868,162 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $29.7M | 3.08% | 267,018 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $29.4M | 3.05% | 85,788 | Common | SOLE |
| 98311A105 | WH | WYNDHAM HOTELS & RESORTS INC | $28.4M | 2.95% | 282,178 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $26.6M | 2.75% | 654,174 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $26.6M | 2.75% | 598,271 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $26.0M | 2.70% | 110,562 | Common | SOLE |
| 49271V100 | KDP | KEURIG DR PEPPER INC | $23.8M | 2.47% | 741,215 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $23.7M | 2.45% | 1,076,311 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $22.8M | 2.36% | 550,135 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $22.1M | 2.29% | 121,497 | Common | SOLE |
| 74736L109 | QTWO | Q2 HLDGS INC | $22.0M | 2.27% | 218,237 | Common | SOLE |
| 929740108 | WAB | WABTEC | $21.6M | 2.23% | 113,817 | Common | SOLE |
| 364760108 | GAP | GAP INC | $21.3M | 2.21% | 901,419 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $20.4M | 2.12% | 297,695 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $19.3M | 2.00% | 102,026 | Common | SOLE |
| 98850P109 | YUMC | YUM CHINA HLDGS INC | $15.2M | 1.57% | 315,618 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $15.1M | 1.57% | 276,571 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $12.9M | 1.34% | 384,239 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $12.5M | 1.29% | 56,900 | CALL | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $12.4M | 1.29% | 173,868 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $6.9M | 0.71% | 177,743 | Common | SOLE |
| 535919500 | LGF/BEUR | LIONS GATE ENTMNT CORP | $6.4M | 0.67% | 850,750 | Common | SOLE |
| 535919401 | LGFEUR | LIONS GATE ENTMNT CORP | $4.5M | 0.47% | 529,263 | Common | SOLE |
| 57667L107 | MTCH | MATCH GROUP INC NEW | $4.2M | 0.44% | 129,271 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC | $3.9M | 0.40% | 46,304 | Common | SOLE |
| 518439104 | EL | LAUDER ESTEE COS INC | $3.8M | 0.39% | 50,429 | Common | SOLE |
| 29977A105 | EVR | EVERCORE INC | $3.7M | 0.38% | 13,245 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $3.6M | 0.37% | 21,553 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $3.2M | 0.33% | 5,506 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $3.0M | 0.31% | 12,501 | Common | SOLE |
| 277432100 | EMN | EASTMAN CHEM CO | $2.9M | 0.30% | 32,128 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $2.6M | 0.27% | 4,998 | Common | SOLE |
| 92826C839 | V | VISA INC | $2.6M | 0.27% | 8,116 | Common | SOLE |
| 780087102 | RY | ROYAL BK CDA | $2.5M | 0.26% | 20,960 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.