TREMBLANT CAPITAL GROUP
Top Portfolio Positions
57 positions ·
$3,106,501,329 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPOT |
Spotify Technology S.A.
Communication Services
|
280,445 | $135,990,584 | 4.38% | |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
598,297 | $120,646,590 | 3.88% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
755,227 | $115,179,669 | 3.71% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
152,685 | $107,300,910 | 3.45% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
677,148 | $101,673,772 | 3.27% | |
| UBER |
Uber Technologies, Inc
Technology
|
1,307,946 | $94,080,555 | 3.03% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
4,936,035 | $93,192,340 | 3.00% | |
| ROKU |
Roku, Inc
Communication Services
|
961,220 | $90,950,636 | 2.93% | |
| GRAB |
Grab Holdings Ltd
Technology
|
24,371,435 | $89,199,452 | 2.87% | |
| WH |
Wyndham Hotels & Resorts, Inc.
Consumer Cyclical
|
1,012,690 | $82,260,808 | 2.65% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VRNS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,855,471 | 3,579,668 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $115,116,487 | 3,509,649 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,926,153 | 451,125 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,175,122 | 653,697 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,066,460 | 619,690 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,581,180 | 598,271 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $33,050,861 | 584,971 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $28,793,224 | 600,234 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $29,627,477 | 628,100 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $28,396,355 | 627,128 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $42,727,719 | 1,399,074 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $33,004,052 | 1,238,426 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,661,199 | 948,143 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $62,005,701 | 2,590,046 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $84,485,373 | 3,185,723 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $70,761,034 | 2,413,405 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $111,930,315 | 2,354,445 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $90,321,974 | 1,851,619 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $75,032,552 | 1,233,074 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $80,063,969 | 1,389,517 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $74,178,958 | 1,444,857 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $20,265,837 | 371,600 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $20,318,596 | 528,122 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $19,784,253 | 670,805 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $15,410,641 | 726,119 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||