13F-HR filed by TREMBLANT CAPITAL GROUP
TREMBLANT CAPITAL GROUP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 68 holding rows worth $3,920,869,427.
- Accession
- 0001214659-26-001896
- Filer
- CIK 1353312
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 68 entries on the cover page, a total value of $3,920,869,427 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,920,869,427 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 |
|---|---|---|---|---|---|---|
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 241,449 | $140,211,849 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 595,966 | $134,974,380 | dollars as filed | |
| TKO GROUP HOLDINGS INC CL A | 87256C101 | Stock | 640,684 | $133,902,956 | dollars as filed | |
| Q2 HLDGS INC COM | 74736L109 | Stock | 1,813,697 | $130,876,376 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 493,071 | $117,592,503 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 3,509,649 | $115,116,487 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 785,031 | $111,866,918 | dollars as filed | |
| GRABHLDGSLTDFCLASSCLASSA | G4124C109 | STOK | 22,140,776 | $110,482,472 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 1,635,964 | $110,002,219 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 298,417 | $109,993,522 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 990,118 | $107,417,902 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 4,546,882 | $107,260,946 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 2,713,065 | $100,383,405 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 654,848 | $96,629,371 | dollars as filed | |
| NCINO INC | 63947X101 | COM | 3,533,706 | $90,604,222 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 1,061,953 | $86,772,180 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 303,860 | $84,752,631 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 2,904,702 | $83,713,512 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 185,691 | $82,829,327 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 222,165 | $79,350,673 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 1,060,440 | $78,928,549 | dollars as filed | |
| WYNDHAM HOTELS & RESORTS INC | 98311A105 | COM | 1,032,055 | $77,982,076 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 336,361 | $77,319,303 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 374,175 | $76,713,359 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 202,811 | $68,499,415 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 1,678,500 | $65,981,835 | dollars as filed | |
| ROLLINS INC COM | 775711104 | Stock | 1,082,629 | $64,979,393 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 298,133 | $63,636,489 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 141,135 | $59,561,793 | dollars as filed | |
| CORPAY INC COM SHS | 219948106 | Stock | 182,060 | $54,787,316 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 94,231 | $53,516,612 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 762,548 | $53,195,348 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 291,174 | $50,326,514 | dollars as filed | |
| EVERCORE INC CLASS A | 29977A105 | Stock | 145,646 | $49,556,052 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 573,972 | $48,334,182 | dollars as filed | |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 120,947 | $45,335,773 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 65,288 | $44,169,291 | dollars as filed | |
| ALNYLAM PHARMACEUTICALS INC COM | 02043Q107 | Stock | 110,132 | $43,793,990 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 192,390 | $42,947,220 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 375,835 | $42,758,748 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 1,624,973 | $42,541,793 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 69,216 | $42,345,657 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 96,809 | $40,629,769 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 465,143 | $40,416,275 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 201,492 | $37,175,274 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 187,125 | $36,891,694 | dollars as filed | |
| PAR TECHNOLOGY CORP | 698884103 | COM | 1,001,365 | $36,329,522 | dollars as filed | |
| ALPHATEC HLDGS INC | 02081G201 | COM NEW | 1,624,997 | $34,189,937 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 108,469 | $30,831,229 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 175,650 | $30,570,126 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 14,864 | $29,939,961 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 401,617 | $29,213,621 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 1,433,158 | $27,745,939 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 309,133 | $26,730,731 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 114,555 | $26,441,585 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 161,292 | $25,963,173 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 103,089 | $20,039,471 | dollars as filed | |
| LIONSGATE STUDIOS CORP COM | 53626N102 | Stock | 1,494,393 | $13,643,808 | dollars as filed | |
| CONFLUENT INC | 20717M103 | CLASS A COM | 449,655 | $13,597,567 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 179,569 | $6,187,948 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 26,508 | $4,882,774 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 45,795 | $4,795,652 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 20,249 | $4,611,102 | dollars as filed | |
| MATCH GROUP INC NEW | 57667L107 | COM | 138,096 | $4,459,120 | dollars as filed | |
| BATH & BODY WORKS INC COM | 070830104 | Stock | 198,861 | $3,993,129 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 9,326 | $3,270,721 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 5,728 | $3,270,001 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 14,873 | $3,104,739 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-001896 | this filing | 2026-02-17 | acceptance time not in the bulk data set |