The Analysis of TREMBLANT CAPITAL GROUP's Holdings
Currently, TREMBLANT CAPITAL GROUP holds 68 types of securities in its portfolio with a total value $3.9B. In the most recent quarter, they have increased their positions in LITE (+298.4K shares, valued at $110.0M), QTWO (+1.5M shares, valued at $105.1M), VRNS (+3.1M shares, valued at $100.3M); decreased their positions in N/A (-448.5K shares, valued at $15.5M), BBWI (-675.8K shares, valued at $13.6M), CHTR (-44.0K shares, valued at $9.2M); initiated new positions in LITE (+298.4K shares, valued at $110.0M), RCL (+303.9K shares, valued at $84.8M), LPLA (+222.2K shares, valued at $79.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPOT SPOTIFY TECHNOLOGY S A241.4K shares222.70%2025-12-312026-02-17
DASH DOORDASH INC596.0K shares202.46%2025-12-312026-02-17 TKO TKO GROUP HOLDINGS INC640.7K shares156.80%2025-12-312026-02-17 QTWO Q2 HLDGS INC1.8M shares407.85%2025-12-312026-02-17 WING WINGSTOP INC493.1K shares305.22%2025-12-312026-02-17 VRNS VARONIS SYS INC3.5M shares677.98%2025-12-312026-02-17 LYV LIVE NATION ENTERTAINMENT785.0K shares282.35%2025-12-312026-02-17 GRAB GRAB HOLDINGS LIMITED22.1M shares131.43%2025-12-312026-02-17 CSGP COSTAR GROUP INC1.6M shares624.11%2025-12-312026-02-17 LITE LUMENTUM HLDGS INC298.4K sharesnew addition2025-12-312026-02-17 ROKU ROKU INC990.1K shares158.93%2025-12-312026-02-17 CPNG COUPANG INC4.5M shares254.22%2025-12-312026-02-17 CMG CHIPOTLE MEXICAN GRILL INC2.7M shares305.37%2025-12-312026-02-17 MNDY MONDAY COM LTD654.8K shares272.43%2025-12-312026-02-17 NCNO NCINO INC3.5M shares434.38%2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC1.1M shares181.39%2025-12-312026-02-17 RCL ROYAL CARIBBEAN GROUP303.9K sharesnew addition2025-12-312026-02-17 WBD WARNER BROS DISCOVERY INC2.9M shares-4.33%2025-12-312026-02-17 CYBR CYBERARK SOFTWARE LTD185.7K shares208.45%2025-12-312026-02-17 LPLA LPL FINL HLDGS INC222.2K sharesnew addition2025-12-312026-02-17 AFRM AFFIRM HLDGS INC1.1M sharesnew addition2025-12-312026-02-17 WH WYNDHAM HOTELS & RESORTS1.0M shares601.98%2025-12-312026-02-17 RDDT REDDIT INC336.4K sharesnew addition2025-12-312026-02-17 HWM HOWMET AEROSPACE INC374.2K sharesnew addition2025-12-312026-02-17 CENCORA INC CENCORA INC202.8K sharesnew addition2025-12-312026-02-17 GLBE GLOBAL E ONLINE LTD1.7M shares218.19%2025-12-312026-02-17 ROL ROLLINS INC1.1M sharesnew addition2025-12-312026-02-17 WAB WABTEC298.1K shares352.16%2025-12-312026-02-17 CVNA CARVANA CO141.1K sharesnew addition2025-12-312026-02-17 CORPAY INC CORPAY INC182.1K sharesnew addition2025-12-312026-02-17 AXON AXON ENTERPRISE INC94.2K sharesnew addition2025-12-312026-02-17 ROCKET LAB CORP ROCKET LAB CORP762.5K sharesnew addition2025-12-312026-02-17 BWXT BWX TECHNOLOGIES INC291.2K sharesnew addition2025-12-312026-02-17 EVR EVERCORE INC145.6K shares876.90%2025-12-312026-02-17 SBUX STARBUCKS CORP574.0K shares72.71%2025-12-312026-02-17 TLN TALEN ENERGY CORP120.9K sharesnew addition2025-12-312026-02-17 IDXX IDEXX LABS INC65.3K sharesnew addition2025-12-312026-02-17 ALNY ALNYLAM PHARMACEUTICALS INC110.1K sharesnew addition2025-12-312026-02-17 VEEV VEEVA SYS INC192.4K sharesnew addition2025-12-312026-02-17 DIS DISNEY WALT CO375.8K shares0.23%2025-12-312026-02-17 SOFI SOFI TECHNOLOGIES INC1.6M sharesnew addition2025-12-312026-02-17 EME EMCOR GROUP INC69.2K sharesnew addition2025-12-312026-02-17 MDB MONGODB INC96.8K sharesnew addition2025-12-312026-02-17 BE BLOOM ENERGY CORP465.1K sharesnew addition2025-12-312026-02-17 TRGP TARGA RES CORP201.5K sharesnew addition2025-12-312026-02-17 NET CLOUDFLARE INC187.1K sharesnew addition2025-12-312026-02-17 PAR PAR TECHNOLOGY CORP1.0M sharesnew addition2025-12-312026-02-17 ATEC ALPHATEC HLDGS INC1.6M sharesnew addition2025-12-312026-02-17 PODD INSULET CORP108.5K sharesnew addition2025-12-312026-02-17 INSM INSMED INC175.7K sharesnew addition2025-12-312026-02-17 MELI MERCADOLIBRE INC14.9K shares-2.96%2025-12-312026-02-17 PCOR PROCORE TECHNOLOGIES INC401.6K sharesnew addition2025-12-312026-02-17 RKT ROCKET COS INC1.4M sharesnew addition2025-12-312026-02-17 OKTA OKTA INC309.1K sharesnew addition2025-12-312026-02-17 AMZN AMAZON COM INC114.6K shares51.33%2025-12-312026-02-17 SHOP SHOPIFY INC161.3K shares-11.42%2025-12-312026-02-17 LNG CHENIERE ENERGY INC103.1K sharesnew addition2025-12-312026-02-17 LION2 LIONSGATE STUDIOS CORP1.5M shares-5.33%2025-12-312026-02-17 CFLT CONFLUENT INC449.7K shares43.80%2025-12-312026-02-17 PANW PALO ALTO NETWORKS INC26.5K sharesnew addition2025-12-312026-02-17 EL LAUDER ESTEE COS INC45.8K shares-1.74%2025-12-312026-02-17 PGR PROGRESSIVE CORP20.2K shares-1.75%2025-12-312026-02-17 BBWI BATH & BODY WORKS INC198.9K shares-77.26%2025-12-312026-02-17 V VISA INC9.3K shares-1.79%2025-12-312026-02-17 MA MASTERCARD INCORPORATED5.7K shares-1.72%2025-12-312026-02-17 CHTR CHARTER COMMUNICATIONS INC14.9K shares-74.76%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available