TREMBLANT CAPITAL GROUP
Top Portfolio Positions
60 positions ·
$3,530,989,980 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPOT |
Spotify Technology S.A.
|
241,449 | $140,211,848 | 3.97% |
| DASH |
DoorDash, Inc.
|
595,966 | $134,974,379 | 3.82% |
| TKO |
TKO Group Holdings, Inc.
|
640,684 | $133,902,956 | 3.79% |
| QTWO |
Q2 Holdings, Inc.
|
1,813,697 | $130,876,375 | 3.71% |
| WING |
Wingstop Inc.
Consumer Cyclical
|
493,071 | $117,592,502 | 3.33% |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
785,031 | $111,866,917 | 3.17% |
| GRAB |
Grab Holdings Ltd
Technology
|
22,140,776 | $110,482,472 | 3.13% |
| CSGP |
Costar Group, Inc.
|
1,635,964 | $110,002,219 | 3.12% |
| LITE |
Lumentum Holdings Inc.
Technology
|
298,417 | $109,993,522 | 3.12% |
| ROKU |
Roku, Inc
|
990,118 | $107,417,901 | 3.04% |
Portfolio Trend
Holdings in RCL
Export CSVShares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $84,752,631 | 303,860 | Shares | Sole | 2026-02-17 | |
| 2021-09-30 | $2,010,270 | 22,600 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $40,521,303 | 475,156 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $21,865,792 | 256,400 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $33,721,693 | 393,899 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $5,453,357 | 63,700 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $21,342,069 | 285,742 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $37,651,229 | 504,100 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $31,699,575 | 489,720 | Shares | Sole | 2020-11-16 | |
| 2020-09-30 | $9,120,457 | 140,900 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $20,788,034 | 413,281 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $7,087,270 | 140,900 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $3,458,275 | 107,500 | Call | Sole | 2020-05-15 | |
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