Q3 2025 · 13F-HR
TREMBLANT CAPITAL GROUPholdings as filed
Filed 2025-11-14 · accession 0001214659-25-016493
$969.0M
Reported value
39
Positions
2025-09-30
Period end
The Brief · TREMBLANT CAPITAL GROUP · Q3 2025
AI · grounded in 13F
TREMBLANT CAPITAL GROUP established a new position in Warner Bros Discovery Inc WBD valued at $59.3M. The fund also initiated new stakes in Grab Holdings Limited GRAB for $57.6M and DoorDash Inc DASH for $53.6M. Other new additions include Spotify Technology S A SPOT and TKO Group Holdings Inc TKO.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $59.3M | 6.12% | 3,036,282 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $57.6M | 5.94% | 9,567,004 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $53.6M | 5.53% | 197,039 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $52.2M | 5.39% | 74,822 | Common | SOLE |
| 87256C101 | TKO | TKO GROUP HOLDINGS INC | $50.4M | 5.20% | 249,486 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $42.9M | 4.43% | 374,966 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $41.3M | 4.27% | 1,283,619 | Common | SOLE |
| 77543R102 | ROKU | ROKU INC | $38.3M | 3.95% | 382,391 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $37.0M | 3.82% | 377,390 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $35.8M | 3.69% | 15,318 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $34.1M | 3.51% | 175,831 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $33.5M | 3.46% | 205,319 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $30.6M | 3.16% | 121,681 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $29.1M | 3.00% | 60,201 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $28.1M | 2.90% | 332,334 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $27.1M | 2.79% | 182,089 | Common | SOLE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $26.2M | 2.71% | 669,287 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $25.9M | 2.68% | 451,125 | Common | SOLE |
| 74736L109 | QTWO | Q2 HLDGS INC | $25.9M | 2.67% | 357,132 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $23.5M | 2.42% | 628,054 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $22.5M | 2.33% | 874,639 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $19.8M | 2.04% | 728,571 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $19.1M | 1.97% | 225,928 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $18.9M | 1.95% | 527,519 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $17.9M | 1.85% | 661,277 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $16.6M | 1.72% | 75,700 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $16.2M | 1.67% | 58,916 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $15.7M | 1.62% | 646,883 | Common | SOLE |
| 929740108 | WAB | WABTEC | $13.2M | 1.36% | 65,936 | Common | SOLE |
| 98311A105 | WH | WYNDHAM HOTELS & RESORTS INC | $11.7M | 1.21% | 147,021 | Common | SOLE |
| 53626N102 | LION | LIONSGATE STUDIOS CORP | $10.9M | 1.12% | 1,578,587 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $6.2M | 0.64% | 312,702 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $5.1M | 0.53% | 20,609 | Common | SOLE |
| 29977A105 | EVR | EVERCORE INC | $5.0M | 0.52% | 14,909 | Common | SOLE |
| 57667L107 | MTCH | MATCH GROUP INC NEW | $4.7M | 0.49% | 134,368 | Common | SOLE |
| 518439104 | EL | LAUDER ESTEE COS INC | $4.1M | 0.42% | 46,605 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $3.3M | 0.34% | 5,828 | Common | SOLE |
| 92826C839 | V | VISA INC | $3.2M | 0.33% | 9,496 | Common | SOLE |
| 49271V100 | KDP | KEURIG DR PEPPER INC | $2.3M | 0.24% | 91,043 | 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.