Q2 2025 · 13F-HR
TREMBLANT CAPITAL GROUPholdings as filed
Filed 2025-08-14 · accession 0001214659-25-012118
$1.04B
Reported value
44
Positions
2025-06-30
Period end
The Brief · TREMBLANT CAPITAL GROUP · Q2 2025
AI · grounded in 13F
Tremblant Capital Group established a new position in SPOT valued at $60.7M. The fund also initiated new stakes in DASH for $54.9M and TKO for $50.7M. Additional new positions include DIS at $49.6M, GRAB at $48.9M, and ROKU at $47.9M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $60.7M | 5.85% | 79,053 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $54.9M | 5.30% | 222,684 | Common | SOLE |
| 87256C101 | TKO | TKO GROUP HOLDINGS INC | $50.7M | 4.89% | 278,431 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $49.6M | 4.79% | 400,174 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $48.9M | 4.72% | 9,726,839 | Common | SOLE |
| 77543R102 | ROKU | ROKU INC | $47.9M | 4.62% | 545,048 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $43.7M | 4.21% | 129,650 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $42.5M | 4.10% | 1,418,565 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $38.7M | 3.74% | 3,380,044 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $38.1M | 3.67% | 14,560 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $34.7M | 3.35% | 300,687 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $34.7M | 3.34% | 110,226 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $34.0M | 3.28% | 364,336 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $33.2M | 3.20% | 653,697 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $32.8M | 3.16% | 149,525 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $32.8M | 3.16% | 357,473 | Common | SOLE |
| 74736L109 | QTWO | Q2 HLDGS INC | $29.3M | 2.82% | 312,549 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $28.2M | 2.72% | 68,873 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $28.1M | 2.71% | 185,753 | Common | SOLE |
| 05368X102 | AVDX | AVIDXCHANGE HOLDINGS INC | $26.8M | 2.59% | 2,740,459 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $25.3M | 2.44% | 588,967 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $23.5M | 2.27% | 783,988 | Common | SOLE |
| 929740108 | WAB | WABTEC | $19.1M | 1.84% | 91,334 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $17.3M | 1.66% | 651,707 | Common | SOLE |
| 698884103 | PAR | PAR TECHNOLOGY CORP | $16.8M | 1.62% | 241,700 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $16.4M | 1.59% | 490,312 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $16.1M | 1.55% | 199,881 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $14.1M | 1.36% | 564,751 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $13.8M | 1.34% | 747,596 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $13.2M | 1.27% | 471,462 | Common | SOLE |
| 98311A105 | WH | WYNDHAM HOTELS & RESORTS INC | $11.8M | 1.14% | 145,851 | Common | SOLE |
| 49271V100 | KDP | KEURIG DR PEPPER INC | $10.7M | 1.03% | 323,523 | Common | SOLE |
| 53626N102 | LION | LIONSGATE STUDIOS CORP | $10.4M | 1.00% | 1,789,970 | Common | SOLE |
| 518439104 | EL | LAUDER ESTEE COS INC | $5.3M | 0.51% | 66,002 | Common | SOLE |
| 29977A105 | EVR | EVERCORE INC | $4.7M | 0.45% | 17,383 | Common | SOLE |
| 57667L107 | MTCH | MATCH GROUP INC NEW | $4.4M | 0.43% | 143,543 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $3.6M | 0.35% | 13,421 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $3.6M | 0.34% | 17,386 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $3.4M | 0.33% | 21,407 | Common | SOLE |
| 92826C839 | V | VISA INC | $3.1M | 0.30% | 8,718 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $3.0M | 0.29% | 5,358 | Common | SOLE |
| 254423106 | DIN | DINE BRANDS GLOBAL INC | $2.9M | 0.28% | 118,507 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $2.5M | 0.24% | 3,323 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $1.7M | 0.17% | 5,500 | PUT | 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.