TREMBLANT CAPITAL GROUP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$965.6B
Holdings
44
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GRABGRAB HOLDINGS LIMITED | 13,937,392 | $65.8B | 6.81% | |
| 2 | AMZNAMAZON COM INC | 262,225 | $57.5B | 5.96% | Call |
| 3 | TKOTKO GROUP HOLDINGS INC | 403,709 | $57.4B | 5.94% | |
| 4 | SPOTSPOTIFY TECHNOLOGY S A | 124,260 | $55.6B | 5.76% | |
| 5 | ROKUROKU INC | 581,383 | $43.2B | 4.48% | |
| 6 | MLB1MERCADOLIBRE INC | 23,623 | $40.2B | 4.16% | |
| 7 | DASHDOORDASH INC | 233,279 | $39.1B | 4.05% | |
| 8 | SKAASKECHERS U S A INC | 516,007 | $34.7B | 3.59% | |
| 9 | AVDXAVIDXCHANGE HOLDINGS INC | 3,231,149 | $33.4B | 3.46% | |
| 10 | UBERUBER TECHNOLOGIES INC | 548,183 | $33.1B | 3.42% | |
| 11 | DKNGDRAFTKINGS INC NEW | 868,162 | $32.3B | 3.34% | |
| 12 | DISDISNEY WALT CO | 267,018 | $29.7B | 3.08% | |
| 13 | CHTRCHARTER COMMUNICATIONS INC N | 85,788 | $29.4B | 3.05% | |
| 14 | WHWYNDHAM HOTELS & RESORTS INC | 282,178 | $28.4B | 2.95% | |
| 15 | FIVNFIVE9 INC | 654,174 | $26.6B | 2.75% | |
| 16 | VRNSVARONIS SYS INC | 598,271 | $26.6B | 2.75% | |
| 17 | MNDYMONDAY COM LTD | 110,562 | $26.0B | 2.70% | |
| 18 | KDPKEURIG DR PEPPER INC | 741,215 | $23.8B | 2.47% | |
| 19 | CPNGCOUPANG INC | 1,076,311 | $23.7B | 2.45% | |
| 20 | VSCOVICTORIAS SECRET AND CO | 550,135 | $22.8B | 2.36% | |
| 21 | PANWPALO ALTO NETWORKS INC | 121,497 | $22.1B | 2.29% | |
| 22 | QTWOQ2 HLDGS INC | 218,237 | $22.0B | 2.27% | |
| 23 | WABWABTEC | 113,817 | $21.6B | 2.23% | |
| 24 | GAPGAP INC | 901,419 | $21.3B | 2.21% | |
| 25 | CLVTRIP COM GROUP LTD | 297,695 | $20.4B | 2.12% | |
| 26 | GOOGLALPHABET INC | 102,026 | $19.3B | 2.00% | |
| 27 | YUMCYUM CHINA HLDGS INC | 315,618 | $15.2B | 1.57% | |
| 28 | ONONON HLDG AG | 276,571 | $15.1B | 1.57% | |
| 29 | NCNONCINO INC | 384,239 | $12.9B | 1.34% | |
| 30 | CSGPCOSTAR GROUP INC | 173,868 | $12.4B | 1.29% | |
| 31 | BBWIBATH & BODY WORKS INC | 177,743 | $6.9B | 0.71% | |
| 32 | LGF/BEURLIONS GATE ENTMNT CORP | 850,750 | $6.4B | 0.67% | |
| 33 | LGFEURLIONS GATE ENTMNT CORP | 529,263 | $4.5B | 0.47% | |
| 34 | MTCHMATCH GROUP INC NEW | 129,271 | $4.2B | 0.44% | |
| 35 | BIDUNBAIDU INC | 46,304 | $3.9B | 0.40% | |
| 36 | ELLAUDER ESTEE COS INC | 50,429 | $3.8B | 0.39% | |
| 37 | EVREVERCORE INC | 13,245 | $3.7B | 0.38% | |
| 38 | PGPROCTER AND GAMBLE CO | 21,553 | $3.6B | 0.37% | |
| 39 | METAMETA PLATFORMS INC | 5,506 | $3.2B | 0.33% | |
| 40 | PGRPROGRESSIVE CORP | 12,501 | $3.0B | 0.31% | |
| 41 | EMNEASTMAN CHEM CO | 32,128 | $2.9B | 0.30% | |
| 42 | MAMASTERCARD INCORPORATED | 4,998 | $2.6B | 0.27% | |
| 43 | VVISA INC | 8,116 | $2.6B | 0.27% | |
| 44 | RYROYAL BK CDA | 20,960 | $2.5B | 0.26% |