13F-HR filed by TREMBLANT CAPITAL GROUP
TREMBLANT CAPITAL GROUP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 39 holding rows worth $968,951,937.
- Accession
- 0001214659-25-016493
- Filer
- CIK 1353312
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 39 entries on the cover page, a total value of $968,951,937 stated on the cover page (in dollars after the unit check, H1), rows summing to $968,951,937 with VALUE read as dollars as filed, 13F file number 028-11746. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 3,036,282 | $59,298,587 | dollars as filed | |
| GRABHLDGSLTDFCLASSCLASSA | G4124C109 | STOK | 9,567,004 | $57,593,364 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 197,039 | $53,592,638 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 74,822 | $52,225,756 | dollars as filed | |
| TKO GROUP HOLDINGS INC CL A | 87256C101 | Stock | 249,486 | $50,386,193 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 374,966 | $42,933,607 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 1,283,619 | $41,332,532 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 382,391 | $38,288,811 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 377,390 | $36,972,898 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 15,318 | $35,797,247 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 175,831 | $34,056,706 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 205,319 | $33,549,125 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 121,681 | $30,624,674 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 60,201 | $29,086,113 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 332,334 | $28,115,456 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 182,089 | $27,060,246 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 669,287 | $26,229,358 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 451,125 | $25,926,154 | dollars as filed | |
| Q2 HLDGS INC COM | 74736L109 | Stock | 357,132 | $25,852,785 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 628,054 | $23,489,220 | dollars as filed | |
| BATH & BODY WORKS INC COM | 070830104 | Stock | 874,639 | $22,530,701 | dollars as filed | |
| VICTORIAS SECRET AND CO COMMON STOCK | 926400102 | Stock | 728,571 | $19,773,417 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 225,928 | $19,061,545 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 527,519 | $18,864,079 | dollars as filed | |
| NCINO INC | 63947X101 | COM | 661,277 | $17,927,219 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 75,700 | $16,621,449 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 58,916 | $16,208,086 | dollars as filed | |
| FIVE9 INC | 338307101 | COM | 646,883 | $15,654,569 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 65,936 | $13,218,190 | dollars as filed | |
| WYNDHAM HOTELS & RESORTS INC | 98311A105 | COM | 147,021 | $11,746,978 | dollars as filed | |
| LIONSGATE STUDIOS CORP COM | 53626N102 | Stock | 1,578,587 | $10,892,250 | dollars as filed | |
| CONFLUENT INC | 20717M103 | CLASS A COM | 312,702 | $6,191,500 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 20,609 | $5,089,393 | dollars as filed | |
| EVERCORE INC CLASS A | 29977A105 | Stock | 14,909 | $5,029,104 | dollars as filed | |
| MATCH GROUP INC NEW | 57667L107 | COM | 134,368 | $4,745,878 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 46,605 | $4,106,833 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 5,828 | $3,315,025 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 9,496 | $3,241,744 | dollars as filed | |
| KEURIG DR PEPPER INC COM | 49271V100 | Stock | 91,043 | $2,322,507 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-25-016493 | this filing | 2025-11-14 | acceptance time not in the bulk data set |