TREMBLANT CAPITAL GROUP Hedge Fund

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
LITE	LUMENTUM HLDGS INC	298,417	$109,994	2.8%	$256.82	0.0%	COM	55024U109
RCL	ROYAL CARIBBEAN GROUP	303,860	$84,753	2.2%	$281.58	0.0%	COM	V7780T103
LPLA	LPL FINL HLDGS INC	222,165	$79,351	2.0%	$353.69	0.0%	COM	50212V100
AFRM	AFFIRM HLDGS INC	1,060,440	$78,929	2.0%	$71.97	0.0%	COM CL A	00827B106
RDDT	REDDIT INC	336,361	$77,319	2.0%	$210.30	0.0%	CL A	75734B100
HWM	HOWMET AEROSPACE INC	374,175	$76,713	2.0%	$199.00	0.0%	COM	443201108
COR	CENCORA INC	202,811	$68,499	1.7%	$340.62	0.0%	COM	03073E105
ROL	ROLLINS INC	1,082,629	$64,979	1.7%	$58.66	0.0%	COM	775711104
CVNA	CARVANA CO	141,135	$59,562	1.5%	$371.73	0.0%	CL A	146869102
CPAY	CORPAY INC	182,060	$54,787	1.4%	$290.32	0.0%	COM SHS	219948106
AXON	AXON ENTERPRISE INC	94,231	$53,517	1.4%	$620.52	0.0%	COM	05464C101
RKLB	ROCKET LAB CORP	762,548	$53,195	1.4%	$57.32	0.0%	COM	773121108
BWXT	BWX TECHNOLOGIES INC	291,174	$50,327	1.3%	$187.42	0.0%	COM	05605H100
TLN	TALEN ENERGY CORP	120,947	$45,336	1.2%	$388.68	0.0%	COM	87422Q109
IDXX	IDEXX LABS INC	65,288	$44,169	1.1%	$681.02	0.0%	COM	45168D104
ALNY	ALNYLAM PHARMACEUTICALS INC	110,132	$43,794	1.1%	$442.56	0.0%	COM	02043Q107
VEEV	VEEVA SYS INC	192,390	$42,947	1.1%	$265.35	0.0%	CL A COM	922475108
SOFI	SOFI TECHNOLOGIES INC	1,624,973	$42,542	1.1%	$27.87	0.0%	COM	83406F102
EME	EMCOR GROUP INC	69,216	$42,346	1.1%	$647.50	0.0%	COM	29084Q100
MDB	MONGODB INC	96,809	$40,630	1.0%	$363.83	0.0%	CL A	60937P106
BE	BLOOM ENERGY CORP	465,143	$40,416	1.0%	$105.07	0.0%	COM CL A	093712107
TRGP	TARGA RES CORP	201,492	$37,175	0.9%	$168.08	0.0%	COM	87612G101
NET	CLOUDFLARE INC	187,125	$36,892	0.9%	$211.53	0.0%	CL A COM	18915M107
PAR	PAR TECHNOLOGY CORP	1,001,365	$36,330	0.9%	$36.08	0.0%	COM	698884103
ATEC	ALPHATEC HLDGS INC	1,624,997	$34,190	0.9%	$18.51	0.0%	COM NEW	02081G201
PODD	INSULET CORP	108,469	$30,831	0.8%	$312.66	0.0%	COM	45784P101
INSM	INSMED INC	175,650	$30,570	0.8%	$182.48	0.0%	COM PAR $.01	457669307
PCOR	PROCORE TECHNOLOGIES INC	401,617	$29,214	0.7%	$73.96	0.0%	COM	74275K108
RKT	ROCKET COS INC	1,433,158	$27,746	0.7%	$17.88	0.0%	COM CL A	77311W101
OKTA	OKTA INC	309,133	$26,731	0.7%	$87.27	0.0%	CL A	679295105
LNG	CHENIERE ENERGY INC	103,089	$20,039	0.5%	$209.99	0.0%	COM NEW	16411R208
PANW	PALO ALTO NETWORKS INC	26,508	$4,883	0.1%	$201.75	0.0%	COM	697435105

Increased Positions (24)

QTWO Q2 HLDGS INC 3.3%

Value ($000) $130,876 (+406.2%) Shares 1,813,697 (+407.9%) Est. Cost $70.20 Unrealized -2.2%

CSGP COSTAR GROUP INC 2.8%

Value ($000) $110,002 (+477.1%) Shares 1,635,964 (+624.1%) Est. Cost $71.84 Unrealized -1.4%

VRNS VARONIS SYS INC 2.9%

Value ($000) $115,116 (+344.0%) Shares 3,509,649 (+678.0%) Est. Cost $41.65 Unrealized +0.8%

SPOT SPOTIFY TECHNOLOGY S A 3.6%

Value ($000) $140,212 (+168.5%) Shares 241,449 (+222.7%) Est. Cost $481.72 Unrealized +29.8%

WING WINGSTOP INC 3.0%

Value ($000) $117,593 (+284.0%) Shares 493,071 (+305.2%) Est. Cost $253.56 Unrealized -2.3%

TKO TKO GROUP HOLDINGS INC 3.4%

Value ($000) $133,903 (+165.8%) Shares 640,684 (+156.8%) Est. Cost $154.78 Unrealized +25.2%

DASH DOORDASH INC 3.4%

Value ($000) $134,974 (+151.9%) Shares 595,966 (+202.5%) Est. Cost $202.07 Unrealized +16.1%

LYV LIVE NATION ENTERTAINMENT 2.9%

Value ($000) $111,867 (+233.4%) Shares 785,031 (+282.3%) Est. Cost $142.64 Unrealized +0.8%

CMG CHIPOTLE MEXICAN GRILL INC 2.6%

Value ($000) $100,383 (+282.7%) Shares 2,713,065 (+305.4%) Est. Cost $38.36 Unrealized -5.7%

NCNO NCINO INC 2.3%

Value ($000) $90,604 (+405.4%) Shares 3,533,706 (+434.4%) Est. Cost $26.35 Unrealized -3.6%

ROKU ROKU INC 2.7%

Value ($000) $107,418 (+180.5%) Shares 990,118 (+158.9%) Est. Cost $90.87 Unrealized +11.7%

WH WYNDHAM HOTELS & RESORTS 2.0%

Value ($000) $77,982 (+563.8%) Shares 1,032,055 (+602.0%) Est. Cost $74.06 Unrealized +1.8%

CPNG COUPANG INC 2.7%

Value ($000) $107,261 (+159.5%) Shares 4,546,882 (+254.2%) Est. Cost $26.82 Unrealized +6.1%

MNDY MONDAY COM LTD 2.5%

Value ($000) $96,629 (+183.7%) Shares 654,848 (+272.4%) Est. Cost $192.92 Unrealized -12.7%

— CYBERARK SOFTWARE LTD 2.1%

Value ($000) $82,829 (+184.8%) Shares 185,691 (+208.5%) Est. Cost $458.08 Unrealized —

GRAB GRAB HOLDINGS LIMITED 2.8%

Value ($000) $110,482 (+91.8%) Shares 22,140,776 (+131.4%) Est. Cost $4.70 Unrealized +17.6%

WAB WABTEC 1.6%

Value ($000) $63,636 (+381.4%) Shares 298,133 (+352.2%) Est. Cost $184.63 Unrealized +11.2%

UBER UBER TECHNOLOGIES INC 2.2%

Value ($000) $86,772 (+134.7%) Shares 1,061,953 (+181.4%) Est. Cost $78.19 Unrealized +15.2%

GLBE GLOBAL E ONLINE LTD 1.7%

Value ($000) $65,982 (+249.8%) Shares 1,678,500 (+218.2%) Est. Cost $36.05 Unrealized +2.9%

EVR EVERCORE INC 1.3%

Value ($000) $49,556 (+885.4%) Shares 145,646 (+876.9%) Est. Cost $307.52 Unrealized +4.3%

SBUX STARBUCKS CORP 1.2%

Value ($000) $48,334 (+71.9%) Shares 573,972 (+72.7%) Est. Cost $84.70 Unrealized -0.8%

AMZN AMAZON COM INC 0.7%

Value ($000) $26,442 (+59.1%) Shares 114,555 (+51.3%) Est. Cost $162.31 Unrealized +41.0%

CFLT CONFLUENT INC 0.3%

Value ($000) $13,598 (+119.6%) Shares 449,655 (+43.8%) Est. Cost $25.62 Unrealized -4.2%

MTCH MATCH GROUP INC NEW 0.1%

Value ($000) $4,459 (-6.0%) Shares 138,096 (+2.8%) Est. Cost $33.19 Unrealized -1.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
QTWO	Q2 HLDGS INC	1,813,697 (+407.9%)	$130,876 (+406.2%)	3.3%	$70.20	-2.2%	COM	74736L109
CSGP	COSTAR GROUP INC	1,635,964 (+624.1%)	$110,002 (+477.1%)	2.8%	$71.84	-1.4%	COM	22160N109
VRNS	VARONIS SYS INC	3,509,649 (+678.0%)	$115,116 (+344.0%)	2.9%	$41.65	+0.8%	COM	922280102
SPOT	SPOTIFY TECHNOLOGY S A	241,449 (+222.7%)	$140,212 (+168.5%)	3.6%	$481.72	+29.8%	SHS	L8681T102
WING	WINGSTOP INC	493,071 (+305.2%)	$117,593 (+284.0%)	3.0%	$253.56	-2.3%	COM	974155103
TKO	TKO GROUP HOLDINGS INC	640,684 (+156.8%)	$133,903 (+165.8%)	3.4%	$154.78	+25.2%	CL A	87256C101
DASH	DOORDASH INC	595,966 (+202.5%)	$134,974 (+151.9%)	3.4%	$202.07	+16.1%	CL A	25809K105
LYV	LIVE NATION ENTERTAINMENT	785,031 (+282.3%)	$111,867 (+233.4%)	2.9%	$142.64	+0.8%	COM	538034109
CMG	CHIPOTLE MEXICAN GRILL INC	2,713,065 (+305.4%)	$100,383 (+282.7%)	2.6%	$38.36	-5.7%	COM	169656105
NCNO	NCINO INC	3,533,706 (+434.4%)	$90,604 (+405.4%)	2.3%	$26.35	-3.6%	COM	63947X101
ROKU	ROKU INC	990,118 (+158.9%)	$107,418 (+180.5%)	2.7%	$90.87	+11.7%	COM CL A	77543R102
WH	WYNDHAM HOTELS & RESORTS	1,032,055 (+602.0%)	$77,982 (+563.8%)	2.0%	$74.06	+1.8%	COM	98311A105
CPNG	COUPANG INC	4,546,882 (+254.2%)	$107,261 (+159.5%)	2.7%	$26.82	+6.1%	CL A	22266T109
MNDY	MONDAY COM LTD	654,848 (+272.4%)	$96,629 (+183.7%)	2.5%	$192.92	-12.7%	SHS	M7S64H106
—	CYBERARK SOFTWARE LTD	185,691 (+208.5%)	$82,829 (+184.8%)	2.1%	$458.08	—	SHS	M2682V108
GRAB	GRAB HOLDINGS LIMITED	22,140,776 (+131.4%)	$110,482 (+91.8%)	2.8%	$4.70	+17.6%	CLASS A ORD	G4124C109
WAB	WABTEC	298,133 (+352.2%)	$63,636 (+381.4%)	1.6%	$184.63	+11.2%	COM	929740108
UBER	UBER TECHNOLOGIES INC	1,061,953 (+181.4%)	$86,772 (+134.7%)	2.2%	$78.19	+15.2%	COM	90353T100
GLBE	GLOBAL E ONLINE LTD	1,678,500 (+218.2%)	$65,982 (+249.8%)	1.7%	$36.05	+2.9%	SHS	M5216V106
EVR	EVERCORE INC	145,646 (+876.9%)	$49,556 (+885.4%)	1.3%	$307.52	+4.3%	CLASS A	29977A105
SBUX	STARBUCKS CORP	573,972 (+72.7%)	$48,334 (+71.9%)	1.2%	$84.70	-0.8%	COM	855244109
AMZN	AMAZON COM INC	114,555 (+51.3%)	$26,442 (+59.1%)	0.7%	$162.31	+41.0%	COM	023135106
CFLT	CONFLUENT INC	449,655 (+43.8%)	$13,598 (+119.6%)	0.3%	$25.62	-4.2%	CLASS A COM	20717M103
MTCH	MATCH GROUP INC NEW	138,096 (+2.8%)	$4,459 (-6.0%)	0.1%	$33.19	-1.0%	COM	57667L107

Exited Positions (3)

VSCO VICTORIAS SECRET AND CO 0.5%

Value ($000) $19,773 Shares 728,571 Est. Cost $29.38 Unrealized +35.2%

FIVN FIVE9 INC 0.4%

Value ($000) $15,655 Shares 646,883 Est. Cost $111.10 Unrealized -80.9%

KDP KEURIG DR PEPPER INC 0.1%

Value ($000) $2,323 Shares 91,043 Est. Cost $28.84 Unrealized -5.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VSCO	VICTORIAS SECRET AND CO	728,571	$19,773	0.5%	$29.38	+35.2%	—	926400102
FIVN	FIVE9 INC	646,883	$15,655	0.4%	$111.10	-80.9%	—	338307101
KDP	KEURIG DR PEPPER INC	91,043	$2,323	0.1%	$28.84	-5.5%	—	49271V100

Decreased Positions (11)

WBD WARNER BROS DISCOVERY INC 2.1%

Value ($000) $83,714 (+41.2%) Shares 2,904,702 (-4.3%) Est. Cost $9.96 Unrealized +134.7%

BBWI BATH & BODY WORKS INC 0.1%

Value ($000) $3,993 (-82.3%) Shares 198,861 (-77.3%) Est. Cost $30.70 Unrealized -29.2%

DKNG DRAFTKINGS INC NEW 0.2%

Value ($000) $6,188 (-73.7%) Shares 179,569 (-71.4%) Est. Cost $32.92 Unrealized -0.1%

CHTR CHARTER COMMUNICATIONS INC 0.1%

Value ($000) $3,105 (-80.8%) Shares 14,873 (-74.8%) Est. Cost $443.97 Unrealized -49.3%

MELI MERCADOLIBRE INC 0.8%

Value ($000) $29,940 (-16.4%) Shares 14,864 (-3.0%) Est. Cost $1666.41 Unrealized +26.0%

LION LIONSGATE STUDIOS CORP 0.3%

Value ($000) $13,644 (+25.3%) Shares 1,494,393 (-5.3%) Est. Cost $6.69 Unrealized +6.3%

SHOP SHOPIFY INC 0.7%

Value ($000) $25,963 (-4.1%) Shares 161,292 (-11.4%) Est. Cost $100.02 Unrealized +60.5%

EL LAUDER ESTEE COS INC 0.1%

Value ($000) $4,796 (+16.8%) Shares 45,795 (-1.7%) Est. Cost $74.38 Unrealized +30.2%

PGR PROGRESSIVE CORP 0.1%

Value ($000) $4,611 (-9.4%) Shares 20,249 (-1.7%) Est. Cost $195.40 Unrealized +8.7%

MA MASTERCARD INCORPORATED 0.1%

Value ($000) $3,270 (-1.4%) Shares 5,728 (-1.7%) Est. Cost $453.51 Unrealized +23.2%

V VISA INC 0.1%

Value ($000) $3,271 (+0.9%) Shares 9,326 (-1.8%) Est. Cost $272.37 Unrealized +25.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
WBD	WARNER BROS DISCOVERY INC	2,904,702 (-4.3%)	$83,714 (+41.2%)	2.1%	$9.96	+134.7%	COM SER A	934423104
BBWI	BATH & BODY WORKS INC	198,861 (-77.3%)	$3,993 (-82.3%)	0.1%	$30.70	-29.2%	COM	070830104
DKNG	DRAFTKINGS INC NEW	179,569 (-71.4%)	$6,188 (-73.7%)	0.2%	$32.92	-0.1%	COM CL A	26142V105
CHTR	CHARTER COMMUNICATIONS INC	14,873 (-74.8%)	$3,105 (-80.8%)	0.1%	$443.97	-49.3%	CL A	16119P108
MELI	MERCADOLIBRE INC	14,864 (-3.0%)	$29,940 (-16.4%)	0.8%	$1666.41	+26.0%	COM	58733R102
LION	LIONSGATE STUDIOS CORP	1,494,393 (-5.3%)	$13,644 (+25.3%)	0.3%	$6.69	+6.3%	COM	53626N102
SHOP	SHOPIFY INC	161,292 (-11.4%)	$25,963 (-4.1%)	0.7%	$100.02	+60.5%	CL A SUB VTG SHS	82509L107
EL	LAUDER ESTEE COS INC	45,795 (-1.7%)	$4,796 (+16.8%)	0.1%	$74.38	+30.2%	CL A	518439104
PGR	PROGRESSIVE CORP	20,249 (-1.7%)	$4,611 (-9.4%)	0.1%	$195.40	+8.7%	COM	743315103
MA	MASTERCARD INCORPORATED	5,728 (-1.7%)	$3,270 (-1.4%)	0.1%	$453.51	+23.2%	CL A	57636Q104
V	VISA INC	9,326 (-1.8%)	$3,271 (+0.9%)	0.1%	$272.37	+25.0%	COM CL A	92826C839

Unchanged Positions (1)

DIS DISNEY WALT CO 1.1%

Value ($000) $42,759 Shares 375,835 Est. Cost $98.80 Unrealized +10.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DIS	DISNEY WALT CO	375,835	$42,759	1.1%	$98.80	+10.9%	COM	254687106