TREMBLANT CAPITAL GROUP Hedge Fund

CIK: 0001353312 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $968,952 (100.0% shares, 0.0% debt)

Holdings (39)

WBD WARNER BROS DISCOVERY INC 6.1%

Value ($000) $59,299 Shares 3,036,282 Est. Cost $9.96 Unrealized +36.8%

GRAB GRAB HOLDINGS LIMITED 5.9%

Value ($000) $57,593 Shares 9,567,004 Est. Cost $3.61 Unrealized +47.1%

DASH DOORDASH INC 5.5%

Value ($000) $53,593 Shares 197,039 Est. Cost $136.27 Unrealized +84.1%

SPOT SPOTIFY TECHNOLOGY S A 5.4%

Value ($000) $52,226 Shares 74,822 Est. Cost $162.35 Unrealized +330.7%

TKO TKO GROUP HOLDINGS INC 5.2%

Value ($000) $50,386 Shares 249,486 Est. Cost $93.66 Unrealized +93.8%

DIS DISNEY WALT CO 4.4%

Value ($000) $42,934 Shares 374,966 Est. Cost $98.80 Unrealized +18.4%

CPNG COUPANG INC 4.3%

Value ($000) $41,333 Shares 1,283,619 Est. Cost $22.67 Unrealized +33.4%

ROKU ROKU INC 4.0%

Value ($000) $38,289 Shares 382,391 Est. Cost $73.98 Unrealized +24.7%

UBER UBER TECHNOLOGIES INC 3.8%

Value ($000) $36,973 Shares 377,390 Est. Cost $56.69 Unrealized +65.0%

MELI MERCADOLIBRE INC 3.7%

Value ($000) $35,797 Shares 15,318 Est. Cost $1666.41 Unrealized +44.0%

MNDY MONDAY COM LTD 3.5%

Value ($000) $34,057 Shares 175,831 Est. Cost $259.69 Unrealized -11.3%

LYV LIVE NATION ENTERTAINMENT IN 3.5%

Value ($000) $33,549 Shares 205,319 Est. Cost $139.61 Unrealized +13.2%

WING WINGSTOP INC 3.2%

Value ($000) $30,625 Shares 121,681 Est. Cost $271.52 Unrealized +14.4%

— CYBERARK SOFTWARE LTD 3.0%

Value ($000) $29,086 Shares 60,201 Est. Cost $483.15 Unrealized —

SBUX STARBUCKS CORP 2.9%

Value ($000) $28,115 Shares 332,334 Est. Cost $85.17 Unrealized +4.0%

SHOP SHOPIFY INC 2.8%

Value ($000) $27,060 Shares 182,089 Est. Cost $100.02 Unrealized +35.5%

CMG CHIPOTLE MEXICAN GRILL INC 2.7%

Value ($000) $26,229 Shares 669,287 Est. Cost $45.03 Unrealized 0.0%

VRNS VARONIS SYS INC 2.7%

Value ($000) $25,926 Shares 451,125 Est. Cost $39.39 Unrealized +40.8%

QTWO Q2 HLDGS INC 2.7%

Value ($000) $25,853 Shares 357,132 Est. Cost $76.49 Unrealized +7.4%

DKNG DRAFTKINGS INC NEW 2.4%

Value ($000) $23,489 Shares 628,054 Est. Cost $32.92 Unrealized +34.7%

BBWI BATH & BODY WORKS INC 2.3%

Value ($000) $22,531 Shares 874,639 Est. Cost $30.70 Unrealized -5.8%

VSCO VICTORIAS SECRET AND CO 2.0%

Value ($000) $19,773 Shares 728,571 Est. Cost $29.38 Unrealized -23.5%

CSGP COSTAR GROUP INC 2.0%

Value ($000) $19,062 Shares 225,928 Est. Cost $78.09 Unrealized +13.2%

GLBE GLOBAL E ONLINE LTD 1.9%

Value ($000) $18,864 Shares 527,519 Est. Cost $33.77 Unrealized +1.0%

NCNO NCINO INC 1.9%

Value ($000) $17,927 Shares 661,277 Est. Cost $30.49 Unrealized -4.2%

AMZN AMAZON COM INC 1.7%

Value ($000) $16,621 Shares 75,700 Est. Cost $128.19 Unrealized +76.6%

CHTR CHARTER COMMUNICATIONS INC N 1.7%

Value ($000) $16,208 Shares 58,916 Est. Cost $443.97 Unrealized -31.9%

FIVN FIVE9 INC 1.6%

Value ($000) $15,655 Shares 646,883 Est. Cost $111.10 Unrealized -76.2%

WAB WABTEC 1.4%

Value ($000) $13,218 Shares 65,936 Est. Cost $111.73 Unrealized +76.3%

WH WYNDHAM HOTELS & RESORTS INC 1.2%

Value ($000) $11,747 Shares 147,021 Est. Cost $66.02 Unrealized +30.4%

LION LIONSGATE STUDIOS CORP 1.1%

Value ($000) $10,892 Shares 1,578,587 Est. Cost $6.69 Unrealized -3.9%

CFLT CONFLUENT INC 0.6%

Value ($000) $6,192 Shares 312,702 Est. Cost $26.10 Unrealized -19.9%

PGR PROGRESSIVE CORP 0.5%

Value ($000) $5,089 Shares 20,609 Est. Cost $195.40 Unrealized +18.6%

EVR EVERCORE INC 0.5%

Value ($000) $5,029 Shares 14,909 Est. Cost $190.26 Unrealized +64.0%

MTCH MATCH GROUP INC NEW 0.5%

Value ($000) $4,746 Shares 134,368 Est. Cost $33.20 Unrealized +6.9%

EL LAUDER ESTEE COS INC 0.4%

Value ($000) $4,107 Shares 46,605 Est. Cost $74.38 Unrealized +19.0%

MA MASTERCARD INCORPORATED 0.3%

Value ($000) $3,315 Shares 5,828 Est. Cost $453.51 Unrealized +26.5%

V VISA INC 0.3%

Value ($000) $3,242 Shares 9,496 Est. Cost $272.37 Unrealized +26.7%

KDP KEURIG DR PEPPER INC 0.2%

Value ($000) $2,323 Shares 91,043 Est. Cost $28.84 Unrealized +6.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
WBD	WARNER BROS DISCOVERY INC	3,036,282	$59,299	6.1%	$9.96	+36.8%	COM SER A	934423104
GRAB	GRAB HOLDINGS LIMITED	9,567,004	$57,593	5.9%	$3.61	+47.1%	CLASS A ORD	G4124C109
DASH	DOORDASH INC	197,039	$53,593	5.5%	$136.27	+84.1%	CL A	25809K105
SPOT	SPOTIFY TECHNOLOGY S A	74,822	$52,226	5.4%	$162.35	+330.7%	SHS	L8681T102
TKO	TKO GROUP HOLDINGS INC	249,486	$50,386	5.2%	$93.66	+93.8%	CL A	87256C101
DIS	DISNEY WALT CO	374,966	$42,934	4.4%	$98.80	+18.4%	COM	254687106
CPNG	COUPANG INC	1,283,619	$41,333	4.3%	$22.67	+33.4%	CL A	22266T109
ROKU	ROKU INC	382,391	$38,289	4.0%	$73.98	+24.7%	COM CL A	77543R102
UBER	UBER TECHNOLOGIES INC	377,390	$36,973	3.8%	$56.69	+65.0%	COM	90353T100
MELI	MERCADOLIBRE INC	15,318	$35,797	3.7%	$1666.41	+44.0%	COM	58733R102
MNDY	MONDAY COM LTD	175,831	$34,057	3.5%	$259.69	-11.3%	SHS	M7S64H106
LYV	LIVE NATION ENTERTAINMENT IN	205,319	$33,549	3.5%	$139.61	+13.2%	COM	538034109
WING	WINGSTOP INC	121,681	$30,625	3.2%	$271.52	+14.4%	COM	974155103
—	CYBERARK SOFTWARE LTD	60,201	$29,086	3.0%	$483.15	—	SHS	M2682V108
SBUX	STARBUCKS CORP	332,334	$28,115	2.9%	$85.17	+4.0%	COM	855244109
SHOP	SHOPIFY INC	182,089	$27,060	2.8%	$100.02	+35.5%	CL A SUB VTG SHS	82509L107
CMG	CHIPOTLE MEXICAN GRILL INC	669,287	$26,229	2.7%	$45.03	0.0%	COM	169656105
VRNS	VARONIS SYS INC	451,125	$25,926	2.7%	$39.39	+40.8%	COM	922280102
QTWO	Q2 HLDGS INC	357,132	$25,853	2.7%	$76.49	+7.4%	COM	74736L109
DKNG	DRAFTKINGS INC NEW	628,054	$23,489	2.4%	$32.92	+34.7%	COM CL A	26142V105
BBWI	BATH & BODY WORKS INC	874,639	$22,531	2.3%	$30.70	-5.8%	COM	070830104
VSCO	VICTORIAS SECRET AND CO	728,571	$19,773	2.0%	$29.38	-23.5%	COMMON STOCK	926400102
CSGP	COSTAR GROUP INC	225,928	$19,062	2.0%	$78.09	+13.2%	COM	22160N109
GLBE	GLOBAL E ONLINE LTD	527,519	$18,864	1.9%	$33.77	+1.0%	SHS	M5216V106
NCNO	NCINO INC	661,277	$17,927	1.9%	$30.49	-4.2%	COM	63947X101
AMZN	AMAZON COM INC	75,700	$16,621	1.7%	$128.19	+76.6%	COM	023135106
CHTR	CHARTER COMMUNICATIONS INC N	58,916	$16,208	1.7%	$443.97	-31.9%	CL A	16119P108
FIVN	FIVE9 INC	646,883	$15,655	1.6%	$111.10	-76.2%	COM	338307101
WAB	WABTEC	65,936	$13,218	1.4%	$111.73	+76.3%	COM	929740108
WH	WYNDHAM HOTELS & RESORTS INC	147,021	$11,747	1.2%	$66.02	+30.4%	COM	98311A105
LION	LIONSGATE STUDIOS CORP	1,578,587	$10,892	1.1%	$6.69	-3.9%	COM	53626N102
CFLT	CONFLUENT INC	312,702	$6,192	0.6%	$26.10	-19.9%	CLASS A COM	20717M103
PGR	PROGRESSIVE CORP	20,609	$5,089	0.5%	$195.40	+18.6%	COM	743315103
EVR	EVERCORE INC	14,909	$5,029	0.5%	$190.26	+64.0%	CLASS A	29977A105
MTCH	MATCH GROUP INC NEW	134,368	$4,746	0.5%	$33.20	+6.9%	COM	57667L107
EL	LAUDER ESTEE COS INC	46,605	$4,107	0.4%	$74.38	+19.0%	CL A	518439104
MA	MASTERCARD INCORPORATED	5,828	$3,315	0.3%	$453.51	+26.5%	CL A	57636Q104
V	VISA INC	9,496	$3,242	0.3%	$272.37	+26.7%	COM CL A	92826C839
KDP	KEURIG DR PEPPER INC	91,043	$2,323	0.2%	$28.84	+6.9%	COM	49271V100