Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TREMBLANT CAPITAL GROUP (CIK 1353312) reported $3.11B across 57 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPOT ($136.0M, 4.38%), TKO ($120.6M, 3.88%), LYV ($115.2M, 3.71%), LITE ($107.3M, 3.45%), DASH ($101.7M, 3.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPOT | SPOTIFY TECHNOLOGY S A | $136.0M | 4.38% | 280,445 | Added |
| 2 | TKO | TKO GROUP HOLDINGS INC | $120.6M | 3.88% | 598,297 | Trimmed |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | $115.2M | 3.71% | 755,227 | Trimmed |
| 4 | LITE | LUMENTUM HLDGS INC | $107.3M | 3.45% | 152,685 | Trimmed |
| 5 | DASH | DOORDASH INC | $101.7M | 3.27% | 677,148 | Added |
| 6 | UBER | UBER TECHNOLOGIES INC | $94.1M | 3.03% | 1.3M | Added |
| 7 | CPNG | COUPANG INC | $93.2M | 3.00% | 4.9M | Added |
| 8 | ROKU | ROKU INC | $91.0M | 2.93% | 961,220 | Trimmed |
| 9 | GRAB | GRAB HOLDINGS LIMITED | $89.2M | 2.87% | 24.4M | Added |
| 10 | WH | WYNDHAM HOTELS & RESORTS INC | $82.3M | 2.65% | 1.0M | Trimmed |
| 11 | HWM | HOWMET AEROSPACE INC | $81.6M | 2.63% | 353,931 | Trimmed |
| 12 | PANW | PALO ALTO NETWORKS INC | $80.9M | 2.60% | 504,694 | Added |
| 13 | QTWO | Q2 HLDGS INC | $80.6M | 2.59% | 1.7M | Trimmed |
| 14 | RDDT | REDDIT INC | $77.3M | 2.49% | 573,743 | Added |
| 15 | VRNS | VARONIS SYS INC | $76.9M | 2.47% | 3.6M | Added |
| 16 | MKSI | MKS INC. | $75.8M | 2.44% | 329,786 | New |
| 17 | CMG | CHIPOTLE MEXICAN GRILL INC | $74.3M | 2.39% | 2.3M | Trimmed |
| 18 | BE | BLOOM ENERGY CORP | $73.9M | 2.38% | 545,184 | Added |
| 19 | WING | WINGSTOP INC | $73.9M | 2.38% | 477,101 | Trimmed |
| 20 | ABC | CENCORA INC | $67.1M | 2.16% | 213,513 | Added |
| 21 | WAB | WABTEC | $66.9M | 2.15% | 267,858 | Trimmed |
| 22 | RCL | ROYAL CARIBBEAN GROUP | $66.6M | 2.14% | 241,930 | Trimmed |
| 23 | MDB | MONGODB INC | $65.5M | 2.11% | 267,458 | Added |
| 24 | AFRM | AFFIRM HLDGS INC | $64.0M | 2.06% | 1.4M | Added |
| 25 | CSGP | COSTAR GROUP INC | $60.8M | 1.96% | 1.5M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31