TREMBLANT CAPITAL GROUP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$890.1B
Holdings
45
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 128,200 | $71.7B | 8.06% | Put |
| 2 | TKOTKO GROUP HOLDINGS INC | 308,921 | $47.2B | 5.30% | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 84,905 | $46.7B | 5.25% | |
| 4 | GRABGRAB HOLDINGS LIMITED | 9,794,591 | $44.4B | 4.99% | |
| 5 | DASHDOORDASH INC | 227,245 | $41.5B | 4.67% | |
| 6 | DISDISNEY WALT CO | 407,120 | $40.2B | 4.51% | |
| 7 | CHTRCHARTER COMMUNICATIONS INC N | 97,962 | $36.1B | 4.06% | |
| 8 | MLB1MERCADOLIBRE INC | 17,851 | $34.8B | 3.91% | |
| 9 | AMZNAMAZON COM INC | 178,357 | $33.9B | 3.81% | Call |
| 10 | AVDXAVIDXCHANGE HOLDINGS INC | 3,396,880 | $28.8B | 3.24% | |
| 11 | ROKUROKU INC | 378,918 | $26.7B | 3.00% | |
| 12 | CPNGCOUPANG INC | 1,212,357 | $26.6B | 2.99% | |
| 13 | SKAASKECHERS U S A INC | 450,739 | $25.6B | 2.88% | |
| 14 | VRNSVARONIS SYS INC | 619,690 | $25.1B | 2.82% | |
| 15 | UBERUBER TECHNOLOGIES INC | 312,188 | $22.7B | 2.56% | |
| 16 | MNDYMONDAY COM LTD | 93,183 | $22.7B | 2.55% | |
| 17 | QTWOQ2 HLDGS INC | 272,850 | $21.8B | 2.45% | |
| 18 | DKNGDRAFTKINGS INC NEW | 635,836 | $21.1B | 2.37% | |
| 19 | WABWABTEC | 116,024 | $21.0B | 2.36% | |
| 20 | WBDWARNER BROS DISCOVERY INC | 1,881,636 | $20.2B | 2.27% | |
| 21 | VSCOVICTORIAS SECRET AND CO | 1,077,551 | $20.0B | 2.25% | |
| 22 | WINGWINGSTOP INC | 88,352 | $19.9B | 2.24% | |
| 23 | FIVNFIVE9 INC | 705,063 | $19.1B | 2.15% | |
| 24 | PANWPALO ALTO NETWORKS INC | 106,131 | $18.1B | 2.03% | |
| 25 | CLVTRIP COM GROUP LTD | 275,849 | $17.5B | 1.97% | |
| 26 | YUMCYUM CHINA HLDGS INC | 290,984 | $15.1B | 1.70% | |
| 27 | KDPKEURIG DR PEPPER INC | 393,776 | $13.5B | 1.51% | |
| 28 | BBWIBATH & BODY WORKS INC | 417,552 | $12.7B | 1.42% | |
| 29 | PARPAR TECHNOLOGY CORP | 189,734 | $11.6B | 1.31% | |
| 30 | NCNONCINO INC | 410,929 | $11.3B | 1.27% | |
| 31 | WHWYNDHAM HOTELS & RESORTS INC | 119,470 | $10.8B | 1.21% | |
| 32 | GAPGAP INC | 408,478 | $8.4B | 0.95% | |
| 33 | CSGPCOSTAR GROUP INC | 96,629 | $7.7B | 0.86% | |
| 34 | CFLTCONFLUENT INC | 312,848 | $7.3B | 0.82% | |
| 35 | LGF/BEURLIONS GATE ENTMNT CORP | 820,978 | $6.5B | 0.73% | |
| 36 | LGFEURLIONS GATE ENTMNT CORP | 514,292 | $4.6B | 0.51% | |
| 37 | MTCHMATCH GROUP INC NEW | 135,073 | $4.2B | 0.47% | |
| 38 | PGPROCTER AND GAMBLE CO | 23,454 | $4.0B | 0.45% | |
| 39 | PGRPROGRESSIVE CORP | 13,062 | $3.7B | 0.42% | |
| 40 | ELLAUDER ESTEE COS INC | 52,695 | $3.5B | 0.39% | |
| 41 | VVISA INC | 8,485 | $3.0B | 0.33% | |
| 42 | MAMASTERCARD INCORPORATED | 5,218 | $2.9B | 0.32% | |
| 43 | EVREVERCORE INC | 13,839 | $2.8B | 0.31% | |
| 44 | METAMETA PLATFORMS INC | 2,574 | $1.5B | 0.17% | |
| 45 | GOOGLALPHABET INC | 9,468 | $1.5B | 0.16% |