TREMBLANT CAPITAL GROUP

Institutional manager (13F) · CIK 1353312

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.1B

#	Issuer	Value	Shares
1	SPOTIFY TECHNOLOGY S A	$136M	280,445
2	TKO GROUP HOLDINGS INC	$121M	598,297
3	LIVE NATION ENTERTAINMENT IN	$115M	755,227
4	LUMENTUM HLDGS INC	$107M	152,685
5	DOORDASH INC	$102M	677,148
6	UBER TECHNOLOGIES INC	$94M	1,307,946
7	COUPANG INC	$93M	4,936,035
8	ROKU INC	$91M	961,220
9	GRAB HOLDINGS LIMITED	$89M	24,371,435
10	WYNDHAM HOTELS & RESORTS INC	$82M	1,012,690
11	HOWMET AEROSPACE INC	$82M	353,931
12	PALO ALTO NETWORKS INC	$81M	504,694
13	Q2 HLDGS INC	$81M	1,702,976
14	REDDIT INC	$77M	573,743
15	VARONIS SYS INC	$77M	3,579,668
16	MKS INC.	$76M	329,786
17	CHIPOTLE MEXICAN GRILL INC	$74M	2,320,310
18	WINGSTOP INC	$74M	477,101
19	BLOOM ENERGY CORP	$74M	545,184
20	CENCORA INC	$67M	213,513
21	WABTEC	$67M	267,858
22	ROYAL CARIBBEAN GROUP	$67M	241,930
23	MONGODB INC	$65M	267,458
24	AFFIRM HLDGS INC	$64M	1,397,248
25	COSTAR GROUP INC	$61M	1,506,031
26	CLOUDFLARE INC	$61M	294,208
27	FTAI AVIATION LTD	$58M	235,294
28	BWX TECHNOLOGIES INC	$52M	255,496
29	STARBUCKS CORP	$51M	567,396
30	ROLLINS INC	$51M	949,956
31	EMCOR GROUP INC	$51M	68,423
32	TALEN ENERGY CORP	$50M	157,560
33	TARGA RES CORP	$50M	199,184
34	NORWEGIAN CRUISE LINE HLDGS	$49M	2,596,336
35	ROCKET LAB CORP	$48M	753,812
36	CARVANA CO	$40M	128,384
37	IDEXX LABS INC	$36M	64,540
38	AXON ENTERPRISE INC	$36M	83,742
39	VALERO ENERGY CORP	$35M	141,607
40	ALNYLAM PHARMACEUTICALS INC	$31M	94,556
41	INSMED INC	$28M	173,637
42	NCINO INC	$28M	1,845,049
43	FIRSTCASH HOLDINGS INC	$26M	139,384
44	SOFI TECHNOLOGIES INC	$26M	1,606,355
45	DISNEY WALT CO	$25M	263,195
46	ALPHATEC HLDGS INC	$24M	2,192,084
47	AMAZON COM INC	$23M	112,349
48	MERCADOLIBRE INC	$23M	13,416
49	INSULET CORP	$23M	107,226
50	SHOPIFY INC	$16M	138,433

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.