TREMBLANT CAPITAL GROUP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$3.9T
Holdings
68
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPOTSPOTIFY TECHNOLOGY S A | 241,449 | $140.2B | 3.58% | |
| 2 | DASHDOORDASH INC | 595,966 | $135.0B | 3.44% | |
| 3 | TKOTKO GROUP HOLDINGS INC | 640,684 | $133.9B | 3.42% | |
| 4 | QTWOQ2 HLDGS INC | 1,813,697 | $130.9B | 3.34% | |
| 5 | WINGWINGSTOP INC | 493,071 | $117.6B | 3.00% | |
| 6 | VRNSVARONIS SYS INC | 3,509,649 | $115.1B | 2.94% | |
| 7 | LYVLIVE NATION ENTERTAINMENT | 785,031 | $111.9B | 2.85% | |
| 8 | GRABGRAB HOLDINGS LIMITED | 22,140,776 | $110.5B | 2.82% | |
| 9 | CSGPCOSTAR GROUP INC | 1,635,964 | $110.0B | 2.81% | |
| 10 | LITELUMENTUM HLDGS INC | 298,417 | $110.0B | 2.81% | |
| 11 | ROKUROKU INC | 990,118 | $107.4B | 2.74% | |
| 12 | CPNGCOUPANG INC | 4,546,882 | $107.3B | 2.74% | |
| 13 | CMGCHIPOTLE MEXICAN GRILL INC | 2,713,065 | $100.4B | 2.56% | |
| 14 | MNDYMONDAY COM LTD | 654,848 | $96.6B | 2.46% | |
| 15 | NCNONCINO INC | 3,533,706 | $90.6B | 2.31% | |
| 16 | UBERUBER TECHNOLOGIES INC | 1,061,953 | $86.8B | 2.21% | |
| 17 | RCLROYAL CARIBBEAN GROUP | 303,860 | $84.8B | 2.16% | |
| 18 | WBDWARNER BROS DISCOVERY INC | 2,904,702 | $83.7B | 2.14% | |
| 19 | CYBRCYBERARK SOFTWARE LTD | 185,691 | $82.8B | 2.11% | |
| 20 | LPLALPL FINL HLDGS INC | 222,165 | $79.3B | 2.02% | |
| 21 | AFRMAFFIRM HLDGS INC | 1,060,440 | $78.9B | 2.01% | |
| 22 | WHWYNDHAM HOTELS & RESORTS | 1,032,055 | $78.0B | 1.99% | |
| 23 | RDDTREDDIT INC | 336,361 | $77.3B | 1.97% | |
| 24 | HWMHOWMET AEROSPACE INC | 374,175 | $76.7B | 1.96% | |
| 25 | ABGCENCORA INC | 202,811 | $68.5B | 1.75% | |
| 26 | GLBEGLOBAL E ONLINE LTD | 1,678,500 | $66.0B | 1.68% | |
| 27 | ROLROLLINS INC | 1,082,629 | $65.0B | 1.66% | |
| 28 | WABWABTEC | 298,133 | $63.6B | 1.62% | |
| 29 | CVNACARVANA CO | 141,135 | $59.6B | 1.52% | |
| 30 | CPAYCORPAY INC | 182,060 | $54.8B | 1.40% | |
| 31 | AXONAXON ENTERPRISE INC | 94,231 | $53.5B | 1.36% | |
| 32 | 6RJ0ROCKET LAB CORP | 762,548 | $53.2B | 1.36% | |
| 33 | BWXTBWX TECHNOLOGIES INC | 291,174 | $50.3B | 1.28% | |
| 34 | EVREVERCORE INC | 145,646 | $49.6B | 1.26% | |
| 35 | SBUXSTARBUCKS CORP | 573,972 | $48.3B | 1.23% | |
| 36 | TLNTALEN ENERGY CORP | 120,947 | $45.3B | 1.16% | |
| 37 | IDXXIDEXX LABS INC | 65,288 | $44.2B | 1.13% | |
| 38 | ALNYALNYLAM PHARMACEUTICALS INC | 110,132 | $43.8B | 1.12% | |
| 39 | VEEVVEEVA SYS INC | 192,390 | $42.9B | 1.10% | |
| 40 | DISDISNEY WALT CO | 375,835 | $42.8B | 1.09% | |
| 41 | SOFISOFI TECHNOLOGIES INC | 1,624,973 | $42.5B | 1.08% | |
| 42 | EMEEMCOR GROUP INC | 69,216 | $42.3B | 1.08% | |
| 43 | MDBMONGODB INC | 96,809 | $40.6B | 1.04% | |
| 44 | BEBLOOM ENERGY CORP | 465,143 | $40.4B | 1.03% | |
| 45 | TRGPTARGA RES CORP | 201,492 | $37.2B | 0.95% | |
| 46 | NETCLOUDFLARE INC | 187,125 | $36.9B | 0.94% | |
| 47 | PARPAR TECHNOLOGY CORP | 1,001,365 | $36.3B | 0.93% | |
| 48 | ATECALPHATEC HLDGS INC | 1,624,997 | $34.2B | 0.87% | |
| 49 | PODDINSULET CORP | 108,469 | $30.8B | 0.79% | |
| 50 | IM8NINSMED INC | 175,650 | $30.6B | 0.78% | |
| 51 | MLB1MERCADOLIBRE INC | 14,864 | $29.9B | 0.76% | |
| 52 | PCORPROCORE TECHNOLOGIES INC | 401,617 | $29.2B | 0.75% | |
| 53 | RKTROCKET COS INC | 1,433,158 | $27.7B | 0.71% | |
| 54 | OKTAOKTA INC | 309,133 | $26.7B | 0.68% | |
| 55 | AMZNAMAZON COM INC | 114,555 | $26.4B | 0.67% | |
| 56 | SHOPSHOPIFY INC | 161,292 | $26.0B | 0.66% | |
| 57 | LNGCHENIERE ENERGY INC | 103,089 | $20.0B | 0.51% | |
| 58 | LIONLIONSGATE STUDIOS CORP | 1,494,393 | $13.6B | 0.35% | |
| 59 | CFLTCONFLUENT INC | 449,655 | $13.6B | 0.35% | |
| 60 | DKNGDRAFTKINGS INC NEW | 179,569 | $6.2B | 0.16% | |
| 61 | PANWPALO ALTO NETWORKS INC | 26,508 | $4.9B | 0.12% | |
| 62 | ELLAUDER ESTEE COS INC | 45,795 | $4.8B | 0.12% | |
| 63 | PGRPROGRESSIVE CORP | 20,249 | $4.6B | 0.12% | |
| 64 | MTCHMATCH GROUP INC NEW | 138,096 | $4.5B | 0.11% | |
| 65 | BBWIBATH & BODY WORKS INC | 198,861 | $4.0B | 0.10% | |
| 66 | MAMASTERCARD INCORPORATED | 5,728 | $3.3B | 0.08% | |
| 67 | VVISA INC | 9,326 | $3.3B | 0.08% | |
| 68 | CHTRCHARTER COMMUNICATIONS INC | 14,873 | $3.1B | 0.08% |