TREMBLANT CAPITAL GROUP Hedge Fund

Location: West Palm Beach, FL

CIK: 0001353312 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value: $969M (100.0% shares, 0.0% debt)

Holdings (39)

WBD WARNER BROS DISCOVERY INC 6.1%

Value $59.3M Shares 3,036,282 Share Price $19.53 * Est. Cost/Share $9.96 Unrealized @ Report Date +36.8%

GRAB GRAB HOLDINGS LIMITED 5.9%

Value $57.59M Shares 9,567,004 Share Price $6.02 * Est. Cost/Share $3.61 Unrealized @ Report Date +47.1%

DASH DOORDASH INC 5.5%

Value $53.59M Shares 197,039 Share Price $271.99 * Est. Cost/Share $136.27 Unrealized @ Report Date +84.1%

SPOT SPOTIFY TECHNOLOGY S A 5.4%

Value $52.23M Shares 74,822 Share Price $698.00 Est. Cost/Share $162.35 Unrealized @ Report Date +330.7%

TKO TKO GROUP HOLDINGS INC 5.2%

Value $50.39M Shares 249,486 Share Price $201.96 * Est. Cost/Share $93.66 Unrealized @ Report Date +93.8%

DIS DISNEY WALT CO 4.4%

Value $42.93M Shares 374,966 Share Price $114.50 * Est. Cost/Share $98.80 Unrealized @ Report Date +18.4%

CPNG COUPANG INC 4.3%

Value $41.33M Shares 1,283,619 Share Price $32.20 * Est. Cost/Share $22.67 Unrealized @ Report Date +33.4%

ROKU ROKU INC 4.0%

Value $38.29M Shares 382,391 Share Price $100.13 * Est. Cost/Share $73.98 Unrealized @ Report Date +24.7%

UBER UBER TECHNOLOGIES INC 3.8%

Value $36.97M Shares 377,390 Share Price $97.97 * Est. Cost/Share $56.69 Unrealized @ Report Date +65.0%

MELI MERCADOLIBRE INC 3.7%

Value $35.8M Shares 15,318 Share Price $2336.94 * Est. Cost/Share $1666.41 Unrealized @ Report Date +44.0%

MNDY MONDAY COM LTD 3.5%

Value $34.06M Shares 175,831 Share Price $193.69 * Est. Cost/Share $259.69 Unrealized @ Report Date -11.3%

LYV LIVE NATION ENTERTAINMENT IN 3.5%

Value $33.55M Shares 205,319 Share Price $163.40 * Est. Cost/Share $139.61 Unrealized @ Report Date +13.2%

WING WINGSTOP INC 3.2%

Value $30.62M Shares 121,681 Share Price $251.68 * Est. Cost/Share $271.52 Unrealized @ Report Date +14.4%

— CYBERARK SOFTWARE LTD 3.0%

Value $29.09M Shares 60,201 Share Price $483.15 Est. Cost/Share $483.15 Unrealized @ Report Date —

SBUX STARBUCKS CORP 2.9%

Value $28.12M Shares 332,334 Share Price $84.60 * Est. Cost/Share $85.17 Unrealized @ Report Date +4.0%

SHOP SHOPIFY INC 2.8%

Value $27.06M Shares 182,089 Share Price $148.61 * Est. Cost/Share $100.02 Unrealized @ Report Date +35.5%

CMG CHIPOTLE MEXICAN GRILL INC 2.7%

Value $26.23M Shares 669,287 Share Price $39.19 * Est. Cost/Share $45.03 Unrealized @ Report Date 0.0%

VRNS VARONIS SYS INC 2.7%

Value $25.93M Shares 451,125 Share Price $57.47 * Est. Cost/Share $39.39 Unrealized @ Report Date +40.8%

QTWO Q2 HLDGS INC 2.7%

Value $25.85M Shares 357,132 Share Price $72.39 * Est. Cost/Share $76.49 Unrealized @ Report Date +7.4%

DKNG DRAFTKINGS INC NEW 2.4%

Value $23.49M Shares 628,054 Share Price $37.40 * Est. Cost/Share $32.92 Unrealized @ Report Date +34.7%

BBWI BATH & BODY WORKS INC 2.3%

Value $22.53M Shares 874,639 Share Price $25.76 * Est. Cost/Share $30.70 Unrealized @ Report Date -5.8%

VSCO VICTORIAS SECRET AND CO 2.0%

Value $19.77M Shares 728,571 Share Price $27.14 * Est. Cost/Share $29.38 Unrealized @ Report Date -23.5%

CSGP COSTAR GROUP INC 2.0%

Value $19.06M Shares 225,928 Share Price $84.37 * Est. Cost/Share $78.09 Unrealized @ Report Date +13.2%

GLBE GLOBAL E ONLINE LTD 1.9%

Value $18.86M Shares 527,519 Share Price $35.76 * Est. Cost/Share $33.77 Unrealized @ Report Date +1.0%

NCNO NCINO INC 1.9%

Value $17.93M Shares 661,277 Share Price $27.11 * Est. Cost/Share $30.49 Unrealized @ Report Date -4.2%

AMZN AMAZON COM INC 1.7%

Value $16.62M Shares 75,700 Share Price $219.57 * Est. Cost/Share $128.19 Unrealized @ Report Date +76.6%

CHTR CHARTER COMMUNICATIONS INC N 1.7%

Value $16.21M Shares 58,916 Share Price $275.10 * Est. Cost/Share $443.97 Unrealized @ Report Date -31.9%

FIVN FIVE9 INC 1.6%

Value $15.65M Shares 646,883 Share Price $24.20 * Est. Cost/Share $111.10 Unrealized @ Report Date -76.2%

WAB WABTEC 1.4%

Value $13.22M Shares 65,936 Share Price $200.47 Est. Cost/Share $111.73 Unrealized @ Report Date +76.3%

WH WYNDHAM HOTELS & RESORTS INC 1.2%

Value $11.75M Shares 147,021 Share Price $79.90 * Est. Cost/Share $66.02 Unrealized @ Report Date +30.4%

LION LIONSGATE STUDIOS CORP 1.1%

Value $10.89M Shares 1,578,587 Share Price $6.90 * Est. Cost/Share $6.69 Unrealized @ Report Date -3.9%

CFLT CONFLUENT INC 0.6%

Value $6.191M Shares 312,702 Share Price $19.80 * Est. Cost/Share $26.10 Unrealized @ Report Date -19.9%

PGR PROGRESSIVE CORP 0.5%

Value $5.089M Shares 20,609 Share Price $246.95 * Est. Cost/Share $195.40 Unrealized @ Report Date +18.6%

EVR EVERCORE INC 0.5%

Value $5.029M Shares 14,909 Share Price $337.32 * Est. Cost/Share $190.26 Unrealized @ Report Date +64.0%

MTCH MATCH GROUP INC NEW 0.5%

Value $4.746M Shares 134,368 Share Price $35.32 Est. Cost/Share $33.20 Unrealized @ Report Date +6.9%

EL LAUDER ESTEE COS INC 0.4%

Value $4.107M Shares 46,605 Share Price $88.12 Est. Cost/Share $74.38 Unrealized @ Report Date +19.0%

MA MASTERCARD INCORPORATED 0.3%

Value $3.315M Shares 5,828 Share Price $568.81 Est. Cost/Share $453.51 Unrealized @ Report Date +26.5%

V VISA INC 0.3%

Value $3.242M Shares 9,496 Share Price $341.38 Est. Cost/Share $272.37 Unrealized @ Report Date +26.7%

KDP KEURIG DR PEPPER INC 0.2%

Value $2.323M Shares 91,043 Share Price $25.51 * Est. Cost/Share $28.84 Unrealized @ Report Date +6.9%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
WBD	WARNER BROS DISCOVERY INC	3,036,282	$59.3M	6.1%	$19.53 *	$9.96	+36.8%	COM SER A	934423104
GRAB	GRAB HOLDINGS LIMITED	9,567,004	$57.59M	5.9%	$6.02 *	$3.61	+47.1%	CLASS A ORD	G4124C109
DASH	DOORDASH INC	197,039	$53.59M	5.5%	$271.99 *	$136.27	+84.1%	CL A	25809K105
SPOT	SPOTIFY TECHNOLOGY S A	74,822	$52.23M	5.4%	$698.00	$162.35	+330.7%	SHS	L8681T102
TKO	TKO GROUP HOLDINGS INC	249,486	$50.39M	5.2%	$201.96 *	$93.66	+93.8%	CL A	87256C101
DIS	DISNEY WALT CO	374,966	$42.93M	4.4%	$114.50 *	$98.80	+18.4%	COM	254687106
CPNG	COUPANG INC	1,283,619	$41.33M	4.3%	$32.20 *	$22.67	+33.4%	CL A	22266T109
ROKU	ROKU INC	382,391	$38.29M	4.0%	$100.13 *	$73.98	+24.7%	COM CL A	77543R102
UBER	UBER TECHNOLOGIES INC	377,390	$36.97M	3.8%	$97.97 *	$56.69	+65.0%	COM	90353T100
MELI	MERCADOLIBRE INC	15,318	$35.8M	3.7%	$2336.94 *	$1666.41	+44.0%	COM	58733R102
MNDY	MONDAY COM LTD	175,831	$34.06M	3.5%	$193.69 *	$259.69	-11.3%	SHS	M7S64H106
LYV	LIVE NATION ENTERTAINMENT IN	205,319	$33.55M	3.5%	$163.40 *	$139.61	+13.2%	COM	538034109
WING	WINGSTOP INC	121,681	$30.62M	3.2%	$251.68 *	$271.52	+14.4%	COM	974155103
—	CYBERARK SOFTWARE LTD	60,201	$29.09M	3.0%	$483.15	$483.15	—	SHS	M2682V108
SBUX	STARBUCKS CORP	332,334	$28.12M	2.9%	$84.60 *	$85.17	+4.0%	COM	855244109
SHOP	SHOPIFY INC	182,089	$27.06M	2.8%	$148.61 *	$100.02	+35.5%	CL A SUB VTG SHS	82509L107
CMG	CHIPOTLE MEXICAN GRILL INC	669,287	$26.23M	2.7%	$39.19 *	$45.03	0.0%	COM	169656105
VRNS	VARONIS SYS INC	451,125	$25.93M	2.7%	$57.47 *	$39.39	+40.8%	COM	922280102
QTWO	Q2 HLDGS INC	357,132	$25.85M	2.7%	$72.39 *	$76.49	+7.4%	COM	74736L109
DKNG	DRAFTKINGS INC NEW	628,054	$23.49M	2.4%	$37.40 *	$32.92	+34.7%	COM CL A	26142V105
BBWI	BATH & BODY WORKS INC	874,639	$22.53M	2.3%	$25.76 *	$30.70	-5.8%	COM	070830104
VSCO	VICTORIAS SECRET AND CO	728,571	$19.77M	2.0%	$27.14 *	$29.38	-23.5%	COMMON STOCK	926400102
CSGP	COSTAR GROUP INC	225,928	$19.06M	2.0%	$84.37 *	$78.09	+13.2%	COM	22160N109
GLBE	GLOBAL E ONLINE LTD	527,519	$18.86M	1.9%	$35.76 *	$33.77	+1.0%	SHS	M5216V106
NCNO	NCINO INC	661,277	$17.93M	1.9%	$27.11 *	$30.49	-4.2%	COM	63947X101
AMZN	AMAZON COM INC	75,700	$16.62M	1.7%	$219.57 *	$128.19	+76.6%	COM	023135106
CHTR	CHARTER COMMUNICATIONS INC N	58,916	$16.21M	1.7%	$275.10 *	$443.97	-31.9%	CL A	16119P108
FIVN	FIVE9 INC	646,883	$15.65M	1.6%	$24.20 *	$111.10	-76.2%	COM	338307101
WAB	WABTEC	65,936	$13.22M	1.4%	$200.47	$111.73	+76.3%	COM	929740108
WH	WYNDHAM HOTELS & RESORTS INC	147,021	$11.75M	1.2%	$79.90 *	$66.02	+30.4%	COM	98311A105
LION	LIONSGATE STUDIOS CORP	1,578,587	$10.89M	1.1%	$6.90 *	$6.69	-3.9%	COM	53626N102
CFLT	CONFLUENT INC	312,702	$6.191M	0.6%	$19.80 *	$26.10	-19.9%	CLASS A COM	20717M103
PGR	PROGRESSIVE CORP	20,609	$5.089M	0.5%	$246.95 *	$195.40	+18.6%	COM	743315103
EVR	EVERCORE INC	14,909	$5.029M	0.5%	$337.32 *	$190.26	+64.0%	CLASS A	29977A105
MTCH	MATCH GROUP INC NEW	134,368	$4.746M	0.5%	$35.32	$33.20	+6.9%	COM	57667L107
EL	LAUDER ESTEE COS INC	46,605	$4.107M	0.4%	$88.12	$74.38	+19.0%	CL A	518439104
MA	MASTERCARD INCORPORATED	5,828	$3.315M	0.3%	$568.81	$453.51	+26.5%	CL A	57636Q104
V	VISA INC	9,496	$3.242M	0.3%	$341.38	$272.37	+26.7%	COM CL A	92826C839
KDP	KEURIG DR PEPPER INC	91,043	$2.323M	0.2%	$25.51 *	$28.84	+6.9%	COM	49271V100