Tremblant Capital Group
58 holdingsFiling period: 2026-06-30Current AUM: $3.30Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VRNS | Varonis Sys Inc | 3.75M | $157.3M | $183.1M | 5.54% | +170.2K | 2026-06-30 |
| 2 | SMTC | Semtech Corp | 887.3K | $143.6M | $125.0M | 3.78% | -- | 2026-06-30 |
| 3 | LYV | Live Nation Entertainment in | 741.9K | $135.8M | $131.9M | 3.99% | -13,349 | 2026-06-30 |
| 4 | — | Spotify Technology S A | 293.3K | $134.7M | $134.7M | 4.08% | +12.9K | 2026-06-30 |
| 5 | MKSI | Mks Inc. | 295.4K | $131.4M | $63.9M | 1.93% | -34,401 | 2026-06-30 |
| 6 | DASH | Doordash Inc | 672.3K | $124.1M | $120.3M | 3.64% | -4,875 | 2026-06-30 |
| 7 | CPNG | Coupang Inc | 6.95M | $120.7M | $101.3M | 3.06% | +2.01M | 2026-06-30 |
| 8 | AFRM | Affirm Hldgs Inc | 1.46M | $119.4M | $109.6M | 3.32% | +66.9K | 2026-06-30 |
| 9 | FORM | Formfactor Inc | 713.5K | $114.1M | $69.5M | 2.10% | -- | 2026-06-30 |
| 10 | BE | Bloom Energy Corp | 366.9K | $111.1M | $81.6M | 2.47% | -178,273 | 2026-06-30 |
| 11 | TKO | Tko Group Holdings Inc | 541.0K | $108.9M | $96.7M | 2.93% | -57,329 | 2026-06-30 |
| 12 | RDDT | Reddit Inc | 600.3K | $104.2M | $77.8M | 2.35% | +26.6K | 2026-06-30 |
| 13 | MDB | Mongodb Inc | 303.5K | $102.0M | $116.8M | 3.54% | +36.1K | 2026-06-30 |
| 14 | WING | Wingstop Inc | 546.6K | $94.8M | $79.5M | 2.40% | +69.5K | 2026-06-30 |
| 15 | NET | Cloudflare Inc | 385.0K | $94.4M | $119.5M | 3.61% | +90.8K | 2026-06-30 |
| 16 | QTWO | Q2 Hldgs Inc | 1.84M | $88.6M | $120.3M | 3.64% | +139.2K | 2026-06-30 |
| 17 | HWM | Howmet Aerospace Inc | 325.0K | $87.4M | $66.9M | 2.03% | -28,977 | 2026-06-30 |
| 18 | — | Grab Holdings Limited | 23.05M | $86.9M | $86.9M | 2.63% | -1,326,335 | 2026-06-30 |
| 19 | LITE | Lumentum Hldgs Inc | 96.5K | $82.8M | $88.7M | 2.68% | -56,232 | 2026-06-30 |
| 20 | CMG | Chipotle Mexican Grill Inc | 2.32M | $78.9M | $72.6M | 2.20% | -781 | 2026-06-30 |
| 21 | WH | Wyndham Hotels & Resorts Inc | 919.1K | $77.4M | $70.7M | 2.14% | -93,637 | 2026-06-30 |
| 22 | TLN | Talen Energy Corp | 197.7K | $76.0M | $69.0M | 2.09% | +40.2K | 2026-06-30 |
| 23 | RKLB | Rocket Lab Corp | 676.1K | $68.7M | $40.0M | 1.21% | -77,740 | 2026-06-30 |
| 24 | WAB | Wabtec | 252.8K | $68.2M | $72.2M | 2.18% | -15,044 | 2026-06-30 |
| 25 | COR | Cencora Inc | 237.5K | $67.2M | $78.5M | 2.38% | +24.0K | 2026-06-30 |
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