TREMBLANT CAPITAL GROUP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, TREMBLANT CAPITAL GROUP held in its portfolio 68 assets valued at $3,920,869,427 (i.e. $3.92B).
The most valuable assets in the portfolio included: SPOTIFY TECHNOLOGY S A ($140.21M), DOORDASH INC ($134.97M), and TKO GROUP HOLDINGS INC ($133.90M).
The chart below shows the top 10 valuable assets, and the table below shows the top 68 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
TREMBLANT CAPITAL GROUP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPOTIFY TECHNOLOGY S A | 241449 | 140211849 | SHS |
| DOORDASH INC | 595966 | 134974380 | CL A |
| TKO GROUP HOLDINGS INC | 640684 | 133902956 | CL A |
| Q2 HLDGS INC | 1813697 | 130876376 | COM |
| WINGSTOP INC | 493071 | 117592503 | COM |
| VARONIS SYS INC | 3509649 | 115116487 | COM |
| LIVE NATION ENTERTAINMENT | 785031 | 111866918 | COM |
| GRAB HOLDINGS LIMITED | 22140776 | 110482472 | CLASS A ORD |
| COSTAR GROUP INC | 1635964 | 110002219 | COM |
| LUMENTUM HLDGS INC | 298417 | 109993522 | COM |
| ROKU INC | 990118 | 107417902 | COM CL A |
| COUPANG INC | 4546882 | 107260946 | CL A |
| CHIPOTLE MEXICAN GRILL INC | 2713065 | 100383405 | COM |
| MONDAY COM LTD | 654848 | 96629371 | SHS |
| NCINO INC | 3533706 | 90604222 | COM |
| UBER TECHNOLOGIES INC | 1061953 | 86772180 | COM |
| ROYAL CARIBBEAN GROUP | 303860 | 84752631 | COM |
| WARNER BROS DISCOVERY INC | 2904702 | 83713512 | COM SER A |
| CYBERARK SOFTWARE LTD | 185691 | 82829327 | SHS |
| LPL FINL HLDGS INC | 222165 | 79350673 | COM |
| AFFIRM HLDGS INC | 1060440 | 78928549 | COM CL A |
| WYNDHAM HOTELS & RESORTS | 1032055 | 77982076 | COM |
| REDDIT INC | 336361 | 77319303 | CL A |
| HOWMET AEROSPACE INC | 374175 | 76713359 | COM |
| CENCORA INC | 202811 | 68499415 | COM |
| GLOBAL E ONLINE LTD | 1678500 | 65981835 | SHS |
| ROLLINS INC | 1082629 | 64979393 | COM |
| WABTEC | 298133 | 63636489 | COM |
| CARVANA CO | 141135 | 59561793 | CL A |
| CORPAY INC | 182060 | 54787316 | COM SHS |
| AXON ENTERPRISE INC | 94231 | 53516612 | COM |
| ROCKET LAB CORP | 762548 | 53195348 | COM |
| BWX TECHNOLOGIES INC | 291174 | 50326514 | COM |
| EVERCORE INC | 145646 | 49556052 | CLASS A |
| STARBUCKS CORP | 573972 | 48334182 | COM |
| TALEN ENERGY CORP | 120947 | 45335773 | COM |
| IDEXX LABS INC | 65288 | 44169291 | COM |
| ALNYLAM PHARMACEUTICALS INC | 110132 | 43793990 | COM |
| VEEVA SYS INC | 192390 | 42947220 | CL A COM |
| DISNEY WALT CO | 375835 | 42758748 | COM |
| SOFI TECHNOLOGIES INC | 1624973 | 42541793 | COM |
| EMCOR GROUP INC | 69216 | 42345657 | COM |
| MONGODB INC | 96809 | 40629769 | CL A |
| BLOOM ENERGY CORP | 465143 | 40416275 | COM CL A |
| TARGA RES CORP | 201492 | 37175274 | COM |
| CLOUDFLARE INC | 187125 | 36891694 | CL A COM |
| PAR TECHNOLOGY CORP | 1001365 | 36329522 | COM |
| ALPHATEC HLDGS INC | 1624997 | 34189937 | COM NEW |
| INSULET CORP | 108469 | 30831229 | COM |
| INSMED INC | 175650 | 30570126 | COM PAR $.01 |
| MERCADOLIBRE INC | 14864 | 29939961 | COM |
| PROCORE TECHNOLOGIES INC | 401617 | 29213621 | COM |
| ROCKET COS INC | 1433158 | 27745939 | COM CL A |
| OKTA INC | 309133 | 26730731 | CL A |
| AMAZON COM INC | 114555 | 26441585 | COM |
| SHOPIFY INC | 161292 | 25963173 | CL A SUB VTG SHS |
| CHENIERE ENERGY INC | 103089 | 20039471 | COM NEW |
| LIONSGATE STUDIOS CORP | 1494393 | 13643808 | COM |
| CONFLUENT INC | 449655 | 13597567 | CLASS A COM |
| DRAFTKINGS INC NEW | 179569 | 6187948 | COM CL A |
| PALO ALTO NETWORKS INC | 26508 | 4882774 | COM |
| LAUDER ESTEE COS INC | 45795 | 4795652 | CL A |
| PROGRESSIVE CORP | 20249 | 4611102 | COM |
| MATCH GROUP INC NEW | 138096 | 4459120 | COM |
| BATH & BODY WORKS INC | 198861 | 3993129 | COM |
| VISA INC | 9326 | 3270721 | COM CL A |
| MASTERCARD INCORPORATED | 5728 | 3270001 | CL A |
| CHARTER COMMUNICATIONS INC | 14873 | 3104739 | CL A |
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