Holders — by stockHoldings — by fund
TREMBLANT CAPITAL GROUP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001353312
$3.48B
disclosed book value
58
positions
4.5%
largest position share
Positions, as of 2026-06-30
top 58 of 58 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VRNSVARONIS SYS INC | 3.7M | $157.3M | 4.5% |
| 2 | SMTCSEMTECH CORP | 887,268 | $143.6M | 4.1% |
| 3 | LYVLIVE NATION ENTERTAINMENT IN | 741,878 | $135.8M | 3.9% |
| 4 | SPOTSPOTIFY TECHNOLOGY S A | 293,314 | $134.7M | 3.9% |
| 5 | MKSIMKS INC. | 295,385 | $131.4M | 3.8% |
| 6 | DASHDOORDASH INC | 672,273 | $124.1M | 3.6% |
| 7 | CPNGCOUPANG INC | 7.0M | $120.7M | 3.5% |
| 8 | AFRMAFFIRM HLDGS INC | 1.5M | $119.4M | 3.4% |
| 9 | FORMFORMFACTOR INC | 713,450 | $114.1M | 3.3% |
| 10 | BEBLOOM ENERGY CORP | 366,911 | $111.1M | 3.2% |
| 11 | TKOTKO GROUP HOLDINGS INC | 540,968 | $108.9M | 3.1% |
| 12 | RDDTREDDIT INC | 600,346 | $104.2M | 3% |
| 13 | MDBMONGODB INC | 303,538 | $102.0M | 2.9% |
| 14 | WINGWINGSTOP INC | 546,553 | $94.8M | 2.7% |
| 15 | NETCLOUDFLARE INC | 384,993 | $94.4M | 2.7% |
| 16 | QTWOQ2 HLDGS INC | 1.8M | $88.6M | 2.5% |
| 17 | HWMHOWMET AEROSPACE INC | 324,954 | $87.4M | 2.5% |
| 18 | GRABGRAB HOLDINGS LIMITED | 23.0M | $86.9M | 2.5% |
| 19 | LITELUMENTUM HLDGS INC | 96,453 | $82.8M | 2.4% |
| 20 | CMGCHIPOTLE MEXICAN GRILL INC | 2.3M | $78.9M | 2.3% |
| 21 | WHWYNDHAM HOTELS & RESORTS INC | 919,053 | $77.4M | 2.2% |
| 22 | TLNTALEN ENERGY CORP | 197,712 | $76.0M | 2.2% |
| 23 | RKLBROCKET LAB CORP | 676,072 | $68.7M | 2% |
| 24 | WABWABTEC | 252,814 | $68.2M | 2% |
| 25 | CORCENCORA INC | 237,486 | $67.2M | 1.9% |
| 26 | FTAIFTAI AVIATION LTD | 233,414 | $63.1M | 1.8% |
| 27 | EMEEMCOR GROUP INC | 67,255 | $55.8M | 1.6% |
| 28 | TRGPTARGA RES CORP | 195,782 | $52.5M | 1.5% |
| 29 | FCFSFIRSTCASH HOLDINGS INC | 203,059 | $43.9M | 1.3% |
| 30 | CVNACARVANA CO | 630,952 | $41.5M | 1.2% |
| 31 | BWXTBWX TECHNOLOGIES INC | 208,548 | $40.6M | 1.2% |
| 32 | ROKUROKU INC | 283,003 | $39.1M | 1.1% |
| 33 | SBUXSTARBUCKS CORP | 379,456 | $38.8M | 1.1% |
| 34 | VLOVALERO ENERGY CORP | 139,187 | $36.2M | 1% |
| 35 | DDOGDATADOG INC | 134,035 | $34.9M | 1% |
| 36 | MNDYMONDAY COM LTD | 464,851 | $33.7M | 1% |
| 37 | IDXXIDEXX LABS INC | 63,437 | $33.4M | 1% |
| 38 | NCLHNORWEGIAN CRUISE LINE HLDGS | 1.5M | $31.9M | 0.9% |
| 39 | GHGUARDANT HEALTH INC | 197,795 | $29.7M | 0.9% |
| 40 | UBERUBER TECHNOLOGIES INC | 400,556 | $28.9M | 0.8% |
| 41 | SOFISOFI TECHNOLOGIES INC | 1.6M | $28.3M | 0.8% |
| 42 | ALNYALNYLAM PHARMACEUTICALS INC | 92,940 | $28.0M | 0.8% |
| 43 | ONDSONDAS INC | 3.4M | $27.7M | 0.8% |
| 44 | DISDISNEY WALT CO | 271,194 | $26.1M | 0.7% |
| 45 | PODDINSULET CORP | 156,111 | $23.8M | 0.7% |
| 46 | MELIMERCADOLIBRE INC | 13,372 | $22.7M | 0.7% |
| 47 | ATECALPHATEC HLDGS INC | 2.6M | $22.3M | 0.6% |
| 48 | AMZNAMAZON COM INC | 88,686 | $21.1M | 0.6% |
| 49 | NTRANATERA INC | 71,016 | $19.3M | 0.6% |
| 50 | INSMINSMED INC | 170,670 | $18.2M | 0.5% |
| 51 | SHOPSHOPIFY INC | 155,592 | $17.8M | 0.5% |
| 52 | NRGNRG ENERGY INC | 104,025 | $15.2M | 0.4% |
| 53 | MTCHMATCH GROUP INC NEW | 193,048 | $7.3M | 0.2% |
| 54 | CSGPCOSTAR GROUP INC | 228,535 | $6.5M | 0.2% |
| 55 | EVREVERCORE INC | 13,673 | $4.7M | 0.1% |
| 56 | DKNGDRAFTKINGS INC NEW | 183,729 | $4.6M | 0.1% |
| 57 | PGRPROGRESSIVE CORP | 20,717 | $4.5M | 0.1% |
| 58 | RCLROYAL CARIBBEAN GROUP | 4,093 | $1.3M | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.