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TREMBLANT CAPITAL GROUP

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

TREMBLANT CAPITAL GROUP reported $968,951,937 across 39 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 48.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-016493

Period
2025-09-30
Reported value
$969M
Holdings
39
Top 10 weight
48.34%
New
2
Sold out
7

Part of the filer group TREMBLANT CAPITAL GROUP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CYBERARK SOFTWARE LTD/ISRAELnew+60,201$29.1M
CMGnew+669,287$26.2M
MNDYadded+65,605$12.7M
NCNOadded+189,815$5.15M
QTWOadded+44,583$3.23M

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
AVIDXCHANGE HOLDINGS INCexited-2,740,459-$26.8M
SHOPreduced-118,598-$17.6M
PARexited-241,700-$16.8M
ROKUreduced-162,657-$16.3M
AMZNreduced-73,825-$16.2M

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, Q3 2025

Share positions as resolved from 13F-HR 0001214659-25-016493, largest first. % of portfolio is the value over $968,951,937, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,881,636 shares; 2025Q2: 3,380,044 shares; 2025Q3: 3,036,282 shares 3,036,282$59.3M6.12%-343,762Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 9,567,004 shares 9,567,004$57.6M5.94%-159,835Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,432 shares; 2024Q4: 233,279 shares; 2025Q1: 227,245 shares; 2025Q2: 222,684 shares; 2025Q3: 197,039 shares 197,039$53.6M5.53%-25,645Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,749 shares; 2024Q4: 124,260 shares; 2025Q1: 84,905 shares; 2025Q2: 79,053 shares; 2025Q3: 74,822 shares 74,822$52.2M5.39%-4,231Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,419 shares; 2024Q4: 403,709 shares; 2025Q1: 308,921 shares; 2025Q2: 278,431 shares; 2025Q3: 249,486 shares 249,486$50.4M5.2%-28,945Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,874 shares; 2024Q4: 267,018 shares; 2025Q1: 407,120 shares; 2025Q2: 400,174 shares; 2025Q3: 374,966 shares 374,966$42.9M4.43%-25,208Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,283,619 shares 1,283,619$41.3M4.27%-134,946Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 581,383 shares; 2025Q1: 378,918 shares; 2025Q2: 545,048 shares; 2025Q3: 382,391 shares 382,391$38.3M3.95%-162,657Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,914 shares; 2024Q4: 548,183 shares; 2025Q1: 312,188 shares; 2025Q2: 364,336 shares; 2025Q3: 377,390 shares 377,390$37M3.82%+13,054Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,505 shares; 2024Q4: 23,623 shares; 2025Q1: 17,851 shares; 2025Q2: 14,560 shares; 2025Q3: 15,318 shares 15,318$35.8M3.69%+758Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110,562 shares; 2025Q1: 93,183 shares; 2025Q2: 110,226 shares; 2025Q3: 175,831 shares 175,831$34.1M3.51%+65,605Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185,753 shares; 2025Q3: 205,319 shares 205,319$33.5M3.46%+19,566Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,352 shares; 2025Q2: 129,650 shares; 2025Q3: 121,681 shares 121,681$30.6M3.16%-7,969Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,201 shares 60,201$29.1M3%new
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357,473 shares; 2025Q3: 332,334 shares 332,334$28.1M2.9%-25,139Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300,687 shares; 2025Q3: 182,089 shares 182,089$27.1M2.79%-118,598Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 669,287 shares 669,287$26.2M2.71%newTimeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,971 shares; 2024Q4: 598,271 shares; 2025Q1: 619,690 shares; 2025Q2: 653,697 shares; 2025Q3: 451,125 shares 451,125$25.9M2.68%-202,572Timeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,078 shares; 2024Q4: 218,237 shares; 2025Q1: 272,850 shares; 2025Q2: 312,549 shares; 2025Q3: 357,132 shares 357,132$25.9M2.67%+44,583Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901,692 shares; 2024Q4: 868,162 shares; 2025Q1: 635,836 shares; 2025Q2: 588,967 shares; 2025Q3: 628,054 shares 628,054$23.5M2.42%+39,087Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 177,743 shares; 2025Q1: 417,552 shares; 2025Q2: 783,988 shares; 2025Q3: 874,639 shares 874,639$22.5M2.33%+90,651Timeline
VSXYVICTORIAS SECRET AND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,055 shares; 2024Q4: 550,135 shares; 2025Q1: 1,077,551 shares; 2025Q2: 747,596 shares; 2025Q3: 728,571 shares 728,571$19.8M2.04%-19,025Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 173,868 shares; 2025Q1: 96,629 shares; 2025Q2: 199,881 shares; 2025Q3: 225,928 shares 225,928$19.1M1.97%+26,047Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 490,312 shares; 2025Q3: 527,519 shares 527,519$18.9M1.95%+37,207Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,210 shares; 2024Q4: 384,239 shares; 2025Q1: 410,929 shares; 2025Q2: 471,462 shares; 2025Q3: 661,277 shares 661,277$17.9M1.85%+189,815Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,500 shares; 2024Q4: 205,325 shares; 2025Q1: 165,457 shares; 2025Q2: 149,525 shares; 2025Q3: 75,700 shares 75,700$16.6M1.72%-73,825Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,546 shares; 2024Q4: 85,788 shares; 2025Q1: 97,962 shares; 2025Q2: 68,873 shares; 2025Q3: 58,916 shares 58,916$16.2M1.67%-9,957Timeline
FIVNFIVE9 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,195 shares; 2024Q4: 654,174 shares; 2025Q1: 705,063 shares; 2025Q2: 651,707 shares; 2025Q3: 646,883 shares 646,883$15.7M1.62%-4,824Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,460 shares; 2024Q4: 113,817 shares; 2025Q1: 116,024 shares; 2025Q2: 91,334 shares; 2025Q3: 65,936 shares 65,936$13.2M1.36%-25,398Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,825 shares; 2024Q4: 282,178 shares; 2025Q1: 119,470 shares; 2025Q2: 145,851 shares; 2025Q3: 147,021 shares 147,021$11.7M1.21%+1,170Timeline
LIONLIONSGATE STUDIOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,789,970 shares; 2025Q3: 1,578,587 shares 1,578,587$10.9M1.12%-211,383Timeline
CFLTCONFLUENT INC-CLASS AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 312,848 shares; 2025Q2: 564,751 shares; 2025Q3: 312,702 shares 312,702$6.19M0.64%-252,049Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,340 shares; 2024Q4: 12,501 shares; 2025Q1: 13,062 shares; 2025Q2: 13,421 shares; 2025Q3: 20,609 shares 20,609$5.09M0.53%+7,188Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,517 shares; 2024Q4: 13,245 shares; 2025Q1: 13,839 shares; 2025Q2: 17,383 shares; 2025Q3: 14,909 shares 14,909$5.03M0.52%-2,474Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129,271 shares; 2025Q1: 135,073 shares; 2025Q2: 143,543 shares; 2025Q3: 134,368 shares 134,368$4.75M0.49%-9,175Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,429 shares; 2025Q1: 52,695 shares; 2025Q2: 66,002 shares; 2025Q3: 46,605 shares 46,605$4.11M0.42%-19,397Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,998 shares; 2025Q1: 5,218 shares; 2025Q2: 5,358 shares; 2025Q3: 5,828 shares 5,828$3.32M0.34%+470Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,072 shares; 2024Q4: 8,116 shares; 2025Q1: 8,485 shares; 2025Q2: 8,718 shares; 2025Q3: 9,496 shares 9,496$3.24M0.33%+778Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,033 shares; 2024Q4: 741,215 shares; 2025Q1: 393,776 shares; 2025Q2: 323,523 shares; 2025Q3: 91,043 shares 91,043$2.32M0.24%-232,480Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
AVIDXCHANGE HOLDINGS INCAVIDXCHANGE HOLDINGS INC2,740,459$26.8Mshares
PARPAR TECHNOLOGY CORP241,700$16.8Mshares
PANWPALO ALTO NETWORKS INC17,386$3.56Mshares
PGPROCTER & GAMBLE CO21,407$3.41Mshares
DINDINE BRANDS GLOBAL INC118,507$2.88Mshares
METAMETA PLATFORMS INC3,323$2.45Mshares
TSLATESLA INC5,500$1.75Mput

How Q3 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 0001214659-25-016493 base2025-11-14acceptance time not in the bulk data set