TREMBLANT CAPITAL GROUP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.0T
Holdings
44
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPOTSPOTIFY TECHNOLOGY S A | 79,053 | $60.7B | 5.85% | |
| 2 | DASHDOORDASH INC | 222,684 | $54.9B | 5.30% | |
| 3 | TKOTKO GROUP HOLDINGS INC | 278,431 | $50.7B | 4.89% | |
| 4 | DISDISNEY WALT CO | 400,174 | $49.6B | 4.79% | |
| 5 | GRABGRAB HOLDINGS LIMITED | 9,726,839 | $48.9B | 4.72% | |
| 6 | ROKUROKU INC | 545,048 | $47.9B | 4.62% | |
| 7 | WINGWINGSTOP INC | 129,650 | $43.7B | 4.21% | |
| 8 | CPNGCOUPANG INC | 1,418,565 | $42.5B | 4.10% | |
| 9 | WBDWARNER BROS DISCOVERY INC | 3,380,044 | $38.7B | 3.74% | |
| 10 | MLB1MERCADOLIBRE INC | 14,560 | $38.1B | 3.67% | |
| 11 | SHOPSHOPIFY INC | 300,687 | $34.7B | 3.35% | |
| 12 | MNDYMONDAY COM LTD | 110,226 | $34.7B | 3.34% | |
| 13 | UBERUBER TECHNOLOGIES INC | 364,336 | $34.0B | 3.28% | |
| 14 | VRNSVARONIS SYS INC | 653,697 | $33.2B | 3.20% | |
| 15 | AMZNAMAZON COM INC | 149,525 | $32.8B | 3.16% | |
| 16 | SBUXSTARBUCKS CORP | 357,473 | $32.8B | 3.16% | |
| 17 | QTWOQ2 HLDGS INC | 312,549 | $29.3B | 2.82% | |
| 18 | CHTRCHARTER COMMUNICATIONS INC N | 68,873 | $28.2B | 2.72% | |
| 19 | LYVLIVE NATION ENTERTAINMENT IN | 185,753 | $28.1B | 2.71% | |
| 20 | AVDXAVIDXCHANGE HOLDINGS INC | 2,740,459 | $26.8B | 2.59% | |
| 21 | DKNGDRAFTKINGS INC NEW | 588,967 | $25.3B | 2.44% | |
| 22 | BBWIBATH & BODY WORKS INC | 783,988 | $23.5B | 2.27% | |
| 23 | WABWABTEC | 91,334 | $19.1B | 1.84% | |
| 24 | FIVNFIVE9 INC | 651,707 | $17.3B | 1.66% | |
| 25 | PARPAR TECHNOLOGY CORP | 241,700 | $16.8B | 1.62% | |
| 26 | GLBEGLOBAL E ONLINE LTD | 490,312 | $16.4B | 1.59% | |
| 27 | CSGPCOSTAR GROUP INC | 199,881 | $16.1B | 1.55% | |
| 28 | CFLTCONFLUENT INC | 564,751 | $14.1B | 1.36% | |
| 29 | VSCOVICTORIAS SECRET AND CO | 747,596 | $13.8B | 1.34% | |
| 30 | NCNONCINO INC | 471,462 | $13.2B | 1.27% | |
| 31 | WHWYNDHAM HOTELS & RESORTS INC | 145,851 | $11.8B | 1.14% | |
| 32 | KDPKEURIG DR PEPPER INC | 323,523 | $10.7B | 1.03% | |
| 33 | LIONLIONSGATE STUDIOS CORP | 1,789,970 | $10.4B | 1.00% | |
| 34 | ELLAUDER ESTEE COS INC | 66,002 | $5.3B | 0.51% | |
| 35 | EVREVERCORE INC | 17,383 | $4.7B | 0.45% | |
| 36 | MTCHMATCH GROUP INC NEW | 143,543 | $4.4B | 0.43% | |
| 37 | PGRPROGRESSIVE CORP | 13,421 | $3.6B | 0.35% | |
| 38 | PANWPALO ALTO NETWORKS INC | 17,386 | $3.6B | 0.34% | |
| 39 | PGPROCTER AND GAMBLE CO | 21,407 | $3.4B | 0.33% | |
| 40 | VVISA INC | 8,718 | $3.1B | 0.30% | |
| 41 | MAMASTERCARD INCORPORATED | 5,358 | $3.0B | 0.29% | |
| 42 | DINDINE BRANDS GLOBAL INC | 118,507 | $2.9B | 0.28% | |
| 43 | METAMETA PLATFORMS INC | 3,323 | $2.5B | 0.24% | |
| 44 | TSLATESLA INC | 5,500 | $1.7B | 0.17% | Put |