Institutions / Tremblant Capital Group
Tremblant Capital Group
CIK 1353312 · Institution · as of Mar 31, 2026
Portfolio value
$3.11B
Positions
57
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$3.11B-20.8%Positions
57-16.2%Top holdings
Mar 31, 2026View all 57 →
| Company | Value | % of portfolio |
|---|---|---|
| Spotify Technology S a | $135.99M | 4.4% |
| TKO Group Holdings, Inc. | $120.65M | 3.9% |
| Live Nation Entertainment Inc | $115.18M | 3.7% |
| Lumentum Hldgs Inc | $107.30M | 3.5% |
| DoorDash, Inc. | $101.67M | 3.3% |
| Uber Technologies, Inc | $94.08M | 3.0% |
| Coupang, Inc. | $93.19M | 3.0% |
| Roku, Inc | $90.95M | 2.9% |
| Grab Holdings Limited | $89.20M | 2.9% |
| Wyndham Hotels & Resorts, Inc. | $82.26M | 2.6% |
| Howmet Aerospace Inc. | $81.57M | 2.6% |
| Palo Alto Networks Inc | $80.91M | 2.6% |
| Q2 Holdings, Inc. | $80.55M | 2.6% |
| Reddit, Inc. | $77.25M | 2.5% |
| Varonis Systems Inc | $76.86M | 2.5% |
| MKS Inc | $75.79M | 2.4% |
| Chipotle Mexican Grill Inc | $74.27M | 2.4% |
| Wingstop Inc. | $73.94M | 2.4% |
| Bloom Energy Corp | $73.87M | 2.4% |
| Cencora Inc | $67.07M | 2.2% |
| Westinghouse Air Brake Technologies Corp | $66.94M | 2.2% |
| Royal Caribbean Cruises Ltd | $66.57M | 2.1% |
| MongoDB, Inc. | $65.47M | 2.1% |
| Affirm Holdings Inc Class a | $64.02M | 2.1% |
| CoStar Group Inc | $60.75M | 2.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Lumentum Hldgs Inc Common stock | $-102.41M | -146K -48.84% | 152,685 3.45% of portfolio | high |
| Q1 2026 as of | Exit | M2682V108 Common stock | $-82.83M | -186K -100.00% | 0 | high |
| Q1 2026 as of | Exit | LPL Financial Holdings Inc. Common stock | $-79.35M | -222K -100.00% | 0 | high |
| Q1 2026 as of | Add | Palo Alto Networks Inc Common stock | $76.66M | +478K +1803.93% | 504,694 2.60% of portfolio | high |
| Q1 2026 as of | New | MKS Inc Common stock | $75.79M | +330K | 329,786 2.44% of portfolio | high |
| Q1 2026 as of | Trim | Warner Bros. Discovery, Inc. Common stock | $-66.28M | -2.4M -83.09% | 491,184 0.43% of portfolio | high |
| Q1 2026 as of | Exit | M5216V106 Common stock | $-65.98M | -1.7M -100.00% | 0 | high |
| Q1 2026 as of | New | FTAI Aviation Ltd Common stock | $57.65M | +235K | 235,294 1.86% of portfolio | high |
| Q1 2026 as of | Exit | Corpay Inc Common stock | $-54.79M | -182K -100.00% | 0 | high |
| Q1 2026 as of | New | Norwegian Cruise Line Holdings Ltd. Common stock | $48.55M | +2.6M | 2,596,336 1.56% of portfolio | medium |