TREMBLANT CAPITAL GROUP
57 holdingsFiling period: 2026-03-31Current AUM: $3.51Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | SPOTIFY TECHNOLOGY S A | 280.4K | $136.0M | $136.0M | 3.87% | +39.0K | 2026-03-31 |
| 2 | TKO | TKO GROUP HOLDINGS INC | 598.3K | $120.6M | $108.8M | 3.10% | -42,387 | 2026-03-31 |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | 755.2K | $115.2M | $131.5M | 3.75% | -29,804 | 2026-03-31 |
| 4 | LITE | LUMENTUM HLDGS INC | 152.7K | $107.3M | $109.0M | 3.11% | -145,732 | 2026-03-31 |
| 5 | DASH | DOORDASH INC | 677.1K | $101.7M | $132.8M | 3.78% | +81.2K | 2026-03-31 |
| 6 | UBER | UBER TECHNOLOGIES INC | 1.31M | $94.1M | $92.0M | 2.62% | +246.0K | 2026-03-31 |
| 7 | CPNG | COUPANG INC | 4.94M | $93.2M | $80.7M | 2.30% | +389.2K | 2026-03-31 |
| 8 | ROKU | ROKU INC | 961.2K | $91.0M | $139.4M | 3.97% | -28,898 | 2026-03-31 |
| 9 | — | GRAB HOLDINGS LIMITED | 24.37M | $89.2M | $89.2M | 2.54% | +2.23M | 2026-03-31 |
| 10 | WH | WYNDHAM HOTELS & RESORTS INC | 1.01M | $82.3M | $75.8M | 2.16% | -19,365 | 2026-03-31 |
| 11 | HWM | HOWMET AEROSPACE INC | 353.9K | $81.6M | $99.9M | 2.85% | -20,244 | 2026-03-31 |
| 12 | PANW | PALO ALTO NETWORKS INC | 504.7K | $80.9M | $167.5M | 4.77% | +478.2K | 2026-03-31 |
| 13 | QTWO | Q2 HLDGS INC | 1.70M | $80.5M | $103.7M | 2.95% | -110,721 | 2026-03-31 |
| 14 | RDDT | REDDIT INC | 573.7K | $77.3M | $80.7M | 2.30% | +237.4K | 2026-03-31 |
| 15 | VRNS | VARONIS SYS INC | 3.58M | $76.9M | $143.0M | 4.07% | +70.0K | 2026-03-31 |
| 16 | MKSI | MKS INC. | 329.8K | $75.8M | $98.1M | 2.79% | -- | 2026-03-31 |
| 17 | CMG | CHIPOTLE MEXICAN GRILL INC | 2.32M | $74.3M | $86.4M | 2.46% | -392,755 | 2026-03-31 |
| 18 | WING | WINGSTOP INC | 477.1K | $73.9M | $61.8M | 1.76% | -15,970 | 2026-03-31 |
| 19 | BE | BLOOM ENERGY CORP | 545.2K | $73.9M | $112.2M | 3.20% | +80.0K | 2026-03-31 |
| 20 | COR | CENCORA INC | 213.5K | $67.1M | $66.5M | 1.89% | +10.7K | 2026-03-31 |
| 21 | WAB | WABTEC | 267.9K | $66.9M | $77.9M | 2.22% | -30,275 | 2026-03-31 |
| 22 | — | ROYAL CARIBBEAN GROUP | 241.9K | $66.6M | $66.6M | 1.90% | -61,930 | 2026-03-31 |
| 23 | MDB | MONGODB INC | 267.5K | $65.5M | $90.3M | 2.57% | +170.6K | 2026-03-31 |
| 24 | AFRM | AFFIRM HLDGS INC | 1.40M | $64.0M | $99.9M | 2.85% | +336.8K | 2026-03-31 |
| 25 | CSGP | COSTAR GROUP INC | 1.51M | $60.8M | $43.3M | 1.23% | -129,933 | 2026-03-31 |
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