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Tremblant Capital Group

All holdings · as of Mar 31, 2026

57 positions

CompanyClassValueShares% of portfolio
SPOTIFY TECHNOLOGY S A—$135.99M280,4454.4%
TKO Group Holdings, Inc.—$120.65M598,2973.9%
LIVE NATION ENTERTAINMENT INC—$115.18M755,2273.7%
LUMENTUM HLDGS INC—$107.30M152,6853.5%
DoorDash, Inc.—$101.67M677,1483.3%
Uber Technologies, Inc—$94.08M1,307,9463.0%
Coupang, Inc.—$93.19M4,936,0353.0%
ROKU, INC—$90.95M961,2202.9%
GRAB HOLDINGS LIMITED—$89.20M24,371,4352.9%
WYNDHAM HOTELS & RESORTS, INC.—$82.26M1,012,6902.6%
Howmet Aerospace Inc.—$81.57M353,9312.6%
Palo Alto Networks Inc—$80.91M504,6942.6%
Q2 Holdings, Inc.—$80.55M1,702,9762.6%
Reddit, Inc.—$77.25M573,7432.5%
Varonis Systems Inc—$76.86M3,579,6682.5%
MKS Inc—$75.79M329,7862.4%
Chipotle Mexican Grill Inc—$74.27M2,320,3102.4%
Wingstop Inc.—$73.94M477,1012.4%
Bloom Energy Corp—$73.87M545,1842.4%
Cencora Inc—$67.07M213,5132.2%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP—$66.94M267,8582.2%
ROYAL CARIBBEAN CRUISES LTD—$66.57M241,9302.1%
MongoDB, Inc.—$65.47M267,4582.1%
AFFIRM HOLDINGS INC CLASS A—$64.02M1,397,2482.1%
CoStar Group Inc—$60.75M1,506,0312.0%
Cloudflare, Inc.—$60.71M294,2082.0%
FTAI Aviation Ltd—$57.65M235,2941.9%
BWX Technologies, Inc.—$52.25M255,4961.7%
STARBUCKS CORP—$50.83M567,3961.6%
ROLLINS INC—$50.74M949,9561.6%
EMCOR Group Inc—$50.52M68,4231.6%
Talen Energy Corp—$50.30M157,5601.6%
Targa Resources Corp—$49.94M199,1841.6%
Norwegian Cruise Line Holdings Ltd.—$48.55M2,596,3361.6%
Rocket Lab CorpRKLBCommon Stock$48.41M753,8121.6%
CARVANA CO.—$40.36M128,3841.3%
IDEXX LABORATORIES INC /DE—$36.26M64,5401.2%
Axon Enterprise Inc—$35.56M83,7421.1%
Valero Energy Corp—$34.99M141,6071.1%
Alnylam Pharmaceuticals Inc—$31.29M94,5561.0%
INSMED INC—$28.39M173,6370.9%
nCino Inc.—$27.64M1,845,0490.9%
FirstCash Holdings, Inc.—$26.20M139,3840.8%
SoFi Technologies, Inc.—$25.51M1,606,3550.8%
Walt Disney Co—$25.37M263,1950.8%
Alphatec Holdings, Inc.ATECCommon Stock$23.85M2,192,0840.8%
Amazon.com Inc—$23.40M112,3490.8%
MercadoLibre, Inc.—$23.20M13,4160.7%
Insulet Corp—$22.50M107,2260.7%
SHOPIFY INC—$16.42M138,4330.5%
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