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 | $178.0M | 5.39% | +170.2K | 2026-06-30 |
| 2 | SMTC | SEMTECH CORP | 887.3K | $143.6M | $133.9M | 4.05% | -- | 2026-06-30 |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | 741.9K | $135.8M | $126.3M | 3.82% | -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 | $68.4M | 2.07% | -34,401 | 2026-06-30 |
| 6 | DASH | DOORDASH INC | 672.3K | $124.1M | $133.3M | 4.04% | -4,875 | 2026-06-30 |
| 7 | CPNG | COUPANG INC | 6.95M | $120.7M | $102.0M | 3.09% | +2.01M | 2026-06-30 |
| 8 | AFRM | AFFIRM HLDGS INC | 1.46M | $119.4M | $105.5M | 3.20% | +66.9K | 2026-06-30 |
| 9 | FORM | FORMFACTOR INC | 713.5K | $114.1M | $72.6M | 2.20% | -- | 2026-06-30 |
| 10 | BE | BLOOM ENERGY CORP | 366.9K | $111.1M | $95.2M | 2.88% | -178,273 | 2026-06-30 |
| 11 | TKO | TKO GROUP HOLDINGS INC | 541.0K | $108.9M | $102.9M | 3.11% | -57,329 | 2026-06-30 |
| 12 | RDDT | REDDIT INC | 600.3K | $104.2M | $95.8M | 2.90% | +26.6K | 2026-06-30 |
| 13 | MDB | MONGODB INC | 303.5K | $102.0M | $114.6M | 3.47% | +36.1K | 2026-06-30 |
| 14 | WING | WINGSTOP INC | 546.6K | $94.8M | $55.1M | 1.67% | +69.5K | 2026-06-30 |
| 15 | NET | CLOUDFLARE INC | 385.0K | $94.4M | $126.0M | 3.81% | +90.8K | 2026-06-30 |
| 16 | QTWO | Q2 HLDGS INC | 1.84M | $88.6M | $110.7M | 3.35% | +139.2K | 2026-06-30 |
| 17 | HWM | HOWMET AEROSPACE INC | 325.0K | $87.4M | $73.0M | 2.21% | -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 | $80.9M | 2.45% | -56,232 | 2026-06-30 |
| 20 | CMG | CHIPOTLE MEXICAN GRILL INC | 2.32M | $78.9M | $80.8M | 2.45% | -781 | 2026-06-30 |
| 21 | WH | WYNDHAM HOTELS & RESORTS INC | 919.1K | $77.4M | $62.0M | 1.88% | -93,637 | 2026-06-30 |
| 22 | TLN | TALEN ENERGY CORP | 197.7K | $76.0M | $55.8M | 1.69% | +40.2K | 2026-06-30 |
| 23 | RKLB | ROCKET LAB CORP | 676.1K | $68.7M | $43.0M | 1.30% | -77,740 | 2026-06-30 |
| 24 | WAB | WABTEC | 252.8K | $68.2M | $70.3M | 2.13% | -15,044 | 2026-06-30 |
| 25 | COR | CENCORA INC | 237.5K | $67.2M | $76.8M | 2.32% | +24.0K | 2026-06-30 |
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