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TREMBLANT CAPITAL GROUP

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13F filer, CIK 1353312, WEST PALM BEACH, FL

TREMBLANT CAPITAL GROUP reported $1,036,692,350 across 44 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 45.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-012118

Period
2025-06-30
Reported value
$1.04B
Holdings
44
Top 10 weight
45.96%
New
7
Sold out
9

Part of the filer group TREMBLANT CAPITAL GROUP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SHOPnew+300,687$34.7M
SBUXnew+357,473$32.8M
LYVnew+185,753$28.1M
WBDadded+1,498,408$17.2M
GLBEnew+490,312$16.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SKXexited-450,739-$25.6M
PANWreduced-88,745-$18.2M
TCOMexited-275,849-$17.5M
YUMCexited-290,984-$15.1M
CHTRreduced-29,089-$11.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001214659-25-012118, largest first. % of portfolio is the value over $1,034,945,220, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,749 shares; 2024Q4: 124,260 shares; 2025Q1: 84,905 shares; 2025Q2: 79,053 shares 79,053$60.7M5.86%-5,852Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,432 shares; 2024Q4: 233,279 shares; 2025Q1: 227,245 shares; 2025Q2: 222,684 shares 222,684$54.9M5.3%-4,561Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,419 shares; 2024Q4: 403,709 shares; 2025Q1: 308,921 shares; 2025Q2: 278,431 shares 278,431$50.7M4.89%-30,490Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,874 shares; 2024Q4: 267,018 shares; 2025Q1: 407,120 shares; 2025Q2: 400,174 shares 400,174$49.6M4.79%-6,946Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,766,778 shares; 2024Q4: 13,937,392 shares; 2025Q1: 9,794,591 shares; 2025Q2: 9,726,839 shares 9,726,839$48.9M4.73%-67,752Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 581,383 shares; 2025Q1: 378,918 shares; 2025Q2: 545,048 shares 545,048$47.9M4.63%+166,130Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,352 shares; 2025Q2: 129,650 shares 129,650$43.7M4.22%+41,298Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743,287 shares; 2024Q4: 1,076,311 shares; 2025Q1: 1,212,357 shares; 2025Q2: 1,418,565 shares 1,418,565$42.5M4.11%+206,208Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,881,636 shares; 2025Q2: 3,380,044 shares 3,380,044$38.7M3.74%+1,498,408Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,505 shares; 2024Q4: 23,623 shares; 2025Q1: 17,851 shares; 2025Q2: 14,560 shares 14,560$38.1M3.68%-3,291Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300,687 shares 300,687$34.7M3.35%newTimeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110,562 shares; 2025Q1: 93,183 shares; 2025Q2: 110,226 shares 110,226$34.7M3.35%+17,043Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,914 shares; 2024Q4: 548,183 shares; 2025Q1: 312,188 shares; 2025Q2: 364,336 shares 364,336$34M3.28%+52,148Timeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,971 shares; 2024Q4: 598,271 shares; 2025Q1: 619,690 shares; 2025Q2: 653,697 shares 653,697$33.2M3.21%+34,007Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,500 shares; 2024Q4: 205,325 shares; 2025Q1: 165,457 shares; 2025Q2: 149,525 shares 149,525$32.8M3.17%-15,932Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357,473 shares 357,473$32.8M3.16%newTimeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,078 shares; 2024Q4: 218,237 shares; 2025Q1: 272,850 shares; 2025Q2: 312,549 shares 312,549$29.3M2.83%+39,699Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,546 shares; 2024Q4: 85,788 shares; 2025Q1: 97,962 shares; 2025Q2: 68,873 shares 68,873$28.2M2.72%-29,089Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185,753 shares 185,753$28.1M2.72%newTimeline
AVIDXCHANGE HOLDINGS INCAVIDXCHANGE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,157,347 shares; 2024Q4: 3,231,149 shares; 2025Q1: 3,396,880 shares; 2025Q2: 2,740,459 shares 2,740,459$26.8M2.59%-656,421
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901,692 shares; 2024Q4: 868,162 shares; 2025Q1: 635,836 shares; 2025Q2: 588,967 shares 588,967$25.3M2.44%-46,869Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 177,743 shares; 2025Q1: 417,552 shares; 2025Q2: 783,988 shares 783,988$23.5M2.27%+366,436Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,460 shares; 2024Q4: 113,817 shares; 2025Q1: 116,024 shares; 2025Q2: 91,334 shares 91,334$19.1M1.85%-24,690Timeline
FIVNFIVE9 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,195 shares; 2024Q4: 654,174 shares; 2025Q1: 705,063 shares; 2025Q2: 651,707 shares 651,707$17.3M1.67%-53,356Timeline
PARPAR TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189,734 shares; 2025Q2: 241,700 shares 241,700$16.8M1.62%+51,966Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 490,312 shares 490,312$16.4M1.59%newTimeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 173,868 shares; 2025Q1: 96,629 shares; 2025Q2: 199,881 shares 199,881$16.1M1.55%+103,252Timeline
CFLTCONFLUENT INC-CLASS AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 312,848 shares; 2025Q2: 564,751 shares 564,751$14.1M1.36%+251,903Timeline
VSXYVICTORIAS SECRET AND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,055 shares; 2024Q4: 550,135 shares; 2025Q1: 1,077,551 shares; 2025Q2: 747,596 shares 747,596$13.8M1.34%-329,955Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,210 shares; 2024Q4: 384,239 shares; 2025Q1: 410,929 shares; 2025Q2: 471,462 shares 471,462$13.2M1.27%+60,533Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,825 shares; 2024Q4: 282,178 shares; 2025Q1: 119,470 shares; 2025Q2: 145,851 shares 145,851$11.8M1.14%+26,381Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,033 shares; 2024Q4: 741,215 shares; 2025Q1: 393,776 shares; 2025Q2: 323,523 shares 323,523$10.7M1.03%-70,253Timeline
LIONLIONSGATE STUDIOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,789,970 shares 1,789,970$10.4M1%newTimeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,429 shares; 2025Q1: 52,695 shares; 2025Q2: 66,002 shares 66,002$5.33M0.52%+13,307Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,517 shares; 2024Q4: 13,245 shares; 2025Q1: 13,839 shares; 2025Q2: 17,383 shares 17,383$4.69M0.45%+3,544Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129,271 shares; 2025Q1: 135,073 shares; 2025Q2: 143,543 shares 143,543$4.43M0.43%+8,470Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,340 shares; 2024Q4: 12,501 shares; 2025Q1: 13,062 shares; 2025Q2: 13,421 shares 13,421$3.58M0.35%+359Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,402 shares; 2024Q4: 121,497 shares; 2025Q1: 106,131 shares; 2025Q2: 17,386 shares 17,386$3.56M0.34%-88,745Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,737 shares; 2024Q4: 21,553 shares; 2025Q1: 23,454 shares; 2025Q2: 21,407 shares 21,407$3.41M0.33%-2,047Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,072 shares; 2024Q4: 8,116 shares; 2025Q1: 8,485 shares; 2025Q2: 8,718 shares 8,718$3.1M0.3%+233Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,998 shares; 2025Q1: 5,218 shares; 2025Q2: 5,358 shares 5,358$3.01M0.29%+140Timeline
DINDINE BRANDS GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,507 shares 118,507$2.88M0.28%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,802 shares; 2024Q4: 5,506 shares; 2025Q1: 2,574 shares; 2025Q2: 3,323 shares 3,323$2.45M0.24%+749Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
TSLATESLA INC COMput5,500$1.75Mnew

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SPYSTATE STR SPDR S&P 500 ETF T128,200$71.7Mput
SKXSKECHERS U S A INC450,739$25.6Mshares
TCOMTRIP COM GROUP LTD275,849$17.5Mshares
YUMCYUM CHINA HLDGS INC290,984$15.1Mshares
GAPGAP INC408,478$8.42Mshares
LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP820,978$6.5Mshares
LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP514,292$4.55Mshares
AMZNAMAZON COM INC12,900$2.45Mcall
GOOGLALPHABET INC9,468$1.46Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-012118 base2025-08-14acceptance time not in the bulk data set