13F-HR filed by TREMBLANT CAPITAL GROUP
TREMBLANT CAPITAL GROUP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 58 holding rows worth $3,481,888,067.
- Accession
- 0001214659-26-010338
- Filer
- CIK 1353312
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 58 entries on the cover page, a total value of $3,481,888,067 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,481,888,067 with VALUE read as dollars as filed, 13F file number 028-11746. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerTremblant Advisors LP
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 |
|---|---|---|---|---|---|---|
| VARONIS SYS INC | 922280102 | COM | 3,749,840 | $157,343,286 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 887,268 | $143,604,326 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 741,878 | $135,845,281 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 293,314 | $134,669,257 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 295,385 | $131,387,248 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 672,273 | $124,054,537 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 6,950,075 | $120,722,803 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 1,464,129 | $119,399,720 | dollars as filed | |
| FORMFACTOR INC COM | 346375108 | Stock | 713,450 | $114,102,059 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 366,911 | $111,063,960 | dollars as filed | |
| TKO GROUP HOLDINGS INC CL A | 87256C101 | Stock | 540,968 | $108,902,268 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 600,346 | $104,208,059 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 303,538 | $101,958,414 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 546,553 | $94,777,756 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 384,993 | $94,431,083 | dollars as filed | |
| Q2 HLDGS INC COM | 74736L109 | Stock | 1,842,165 | $88,608,137 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 324,954 | $87,367,132 | dollars as filed | |
| GRABHLDGSLTDFCLASSCLASSA | G4124C109 | STOK | 23,045,100 | $86,880,027 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 96,453 | $82,762,461 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 2,319,529 | $78,863,986 | dollars as filed | |
| WYNDHAM HOTELS & RESORTS INC | 98311A105 | COM | 919,053 | $77,393,453 | dollars as filed | |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 197,712 | $75,972,813 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 676,072 | $68,722,719 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 252,814 | $68,158,654 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 237,486 | $67,203,788 | dollars as filed | |
| FTAI AVIATION LTD SHS | G3730V105 | Stock | 233,414 | $63,145,489 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 67,255 | $55,813,579 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 195,782 | $52,496,985 | dollars as filed | |
| FIRSTCASH HOLDINGS INC | 33768G107 | COM | 203,059 | $43,925,723 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 630,952 | $41,529,261 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 208,548 | $40,593,868 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 283,003 | $39,094,034 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 379,456 | $38,776,609 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 139,187 | $36,249,862 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 134,035 | $34,897,353 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 464,851 | $33,650,564 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 63,437 | $33,395,774 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 1,512,176 | $31,922,035 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 197,795 | $29,675,184 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 400,556 | $28,904,121 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 1,578,915 | $28,309,946 | dollars as filed | |
| ALNYLAM PHARMACEUTICALS INC COM | 02043Q107 | Stock | 92,940 | $27,977,728 | dollars as filed | |
| ONDAS HLDGS INC | 68236H204 | COM NEW | 3,366,218 | $27,737,636 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 271,194 | $26,102,423 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 156,111 | $23,767,900 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 13,372 | $22,697,499 | dollars as filed | |
| ALPHATEC HLDGS INC | 02081G201 | COM NEW | 2,577,799 | $22,297,961 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 88,686 | $21,137,421 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 71,016 | $19,277,293 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 170,670 | $18,196,835 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 155,592 | $17,765,495 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 104,025 | $15,193,892 | dollars as filed | |
| MATCH GROUP INC NEW | 57667L107 | COM | 193,048 | $7,345,476 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 228,535 | $6,472,111 | dollars as filed | |
| EVERCORE INC CLASS A | 29977A105 | Stock | 13,673 | $4,668,509 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 183,729 | $4,640,995 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 20,717 | $4,525,629 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 4,093 | $1,299,650 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-010338 | this filing | 2026-08-14 | acceptance time not in the bulk data set |