# TREMBLANT CAPITAL GROUP: Form 13F holdings

An institutional investment manager in WEST PALM BEACH, FL. SEC CIK 1353312.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $3.48bn
- Positions: 58 (58 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1353312/000121465926010338/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [VARONIS SYS INC (VRNS)](/companies/vrns.md) | COM | $157.3m | 4.5% | 3,749,840 |  | Added +170,172 |
| [SEMTECH CORP (SMTC)](/companies/smtc.md) | COM | $143.6m | 4.1% | 887,268 |  | New +887,268 |
| [LIVE NATION ENTERTAINMENT IN (LYV)](/companies/lyv.md) | COM | $135.8m | 3.9% | 741,878 |  | Reduced −13,349 |
| SPOTIFY TECHNOLOGY S A | SHS | $134.7m | 3.9% | 293,314 |  | Added +12,869 |
| [MKS INC. (MKSI)](/companies/mksi.md) | COM | $131.4m | 3.8% | 295,385 |  | Reduced −34,401 |
| [DOORDASH INC (DASH)](/companies/dash.md) | CL A | $124.1m | 3.6% | 672,273 |  | Reduced −4,875 |
| [COUPANG INC (CPNG)](/companies/cpng.md) | CL A | $120.7m | 3.5% | 6,950,075 |  | Added +2,014,040 |
| [AFFIRM HLDGS INC (AFRM)](/companies/afrm.md) | COM CL A | $119.4m | 3.4% | 1,464,129 |  | Added +66,881 |
| [FORMFACTOR INC (FORM)](/companies/form.md) | COM | $114.1m | 3.3% | 713,450 |  | New +713,450 |
| [BLOOM ENERGY CORP (BE)](/companies/be.md) | COM CL A | $111.1m | 3.2% | 366,911 |  | Reduced −178,273 |
| [TKO GROUP HOLDINGS INC (TKO)](/companies/tko.md) | CL A | $108.9m | 3.1% | 540,968 |  | Reduced −57,329 |
| [REDDIT INC (RDDT)](/companies/rddt.md) | CL A | $104.2m | 3.0% | 600,346 |  | Added +26,603 |
| [MONGODB INC (MDB)](/companies/mdb.md) | CL A | $102.0m | 2.9% | 303,538 |  | Added +36,080 |
| [WINGSTOP INC (WING)](/companies/wing.md) | COM | $94.8m | 2.7% | 546,553 |  | Added +69,452 |
| [CLOUDFLARE INC (NET)](/companies/net.md) | CL A COM | $94.4m | 2.7% | 384,993 |  | Added +90,785 |
| [Q2 HLDGS INC (QTWO)](/companies/qtwo.md) | COM | $88.6m | 2.5% | 1,842,165 |  | Added +139,189 |
| [HOWMET AEROSPACE INC (HWM)](/companies/hwm.md) | COM | $87.4m | 2.5% | 324,954 |  | Reduced −28,977 |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $86.9m | 2.5% | 23,045,100 |  | Reduced −1,326,335 |
| [LUMENTUM HLDGS INC (LITE)](/companies/lite.md) | COM | $82.8m | 2.4% | 96,453 |  | Reduced −56,232 |
| [CHIPOTLE MEXICAN GRILL INC (CMG)](/companies/cmg.md) | COM | $78.9m | 2.3% | 2,319,529 |  | Reduced −781 |
| [WYNDHAM HOTELS & RESORTS INC (WH)](/companies/wh.md) | COM | $77.4m | 2.2% | 919,053 |  | Reduced −93,637 |
| [TALEN ENERGY CORP (TLN)](/companies/tln.md) | COM | $76.0m | 2.2% | 197,712 |  | Added +40,152 |
| [ROCKET LAB CORP (RKLB)](/companies/rklb.md) | COM | $68.7m | 2.0% | 676,072 |  | Reduced −77,740 |
| [WABTEC (WAB)](/companies/wab.md) | COM | $68.2m | 2.0% | 252,814 |  | Reduced −15,044 |
| [CENCORA INC (COR)](/companies/cor.md) | COM | $67.2m | 1.9% | 237,486 |  | Added +23,973 |
| FTAI AVIATION LTD | SHS | $63.1m | 1.8% | 233,414 |  | Reduced −1,880 |
| [EMCOR GROUP INC (EME)](/companies/eme.md) | COM | $55.8m | 1.6% | 67,255 |  | Reduced −1,168 |
| [TARGA RES CORP (TRGP)](/companies/trgp.md) | COM | $52.5m | 1.5% | 195,782 |  | Reduced −3,402 |
| [FIRSTCASH HOLDINGS INC (FCFS)](/companies/fcfs.md) | COM | $43.9m | 1.3% | 203,059 |  | Added +63,675 |
| [CARVANA CO (CVNA)](/companies/cvna.md) | CL A | $41.5m | 1.2% | 630,952 |  | Added +502,568 |
| [BWX TECHNOLOGIES INC (BWXT)](/companies/bwxt.md) | COM | $40.6m | 1.2% | 208,548 |  | Reduced −46,948 |
| [ROKU INC (ROKU)](/companies/roku.md) | COM CL A | $39.1m | 1.1% | 283,003 |  | Reduced −678,217 |
| [STARBUCKS CORP (SBUX)](/companies/sbux.md) | COM | $38.8m | 1.1% | 379,456 |  | Reduced −187,940 |
| [VALERO ENERGY CORP (VLO)](/companies/vlo.md) | COM | $36.2m | 1.0% | 139,187 |  | Reduced −2,420 |
| [DATADOG INC (DDOG)](/companies/ddog.md) | CL A COM | $34.9m | 1.0% | 134,035 |  | New +134,035 |
| MONDAY COM LTD | SHS | $33.7m | 1.0% | 464,851 |  | Added +300,331 |
| [IDEXX LABS INC (IDXX)](/companies/idxx.md) | COM | $33.4m | 1.0% | 63,437 |  | Reduced −1,103 |
| NORWEGIAN CRUISE LINE HLDGS | SHS | $31.9m | 0.9% | 1,512,176 |  | Reduced −1,084,160 |
| [GUARDANT HEALTH INC (GH)](/companies/gh.md) | COM | $29.7m | 0.9% | 197,795 |  | New +197,795 |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $28.9m | 0.8% | 400,556 |  | Reduced −907,390 |
| [SOFI TECHNOLOGIES INC (SOFI)](/companies/sofi.md) | COM | $28.3m | 0.8% | 1,578,915 |  | Reduced −27,440 |
| [ALNYLAM PHARMACEUTICALS INC (ALNY)](/companies/alny.md) | COM | $28.0m | 0.8% | 92,940 |  | Reduced −1,616 |
| [ONDAS INC (ONDS)](/companies/onds.md) | COM NEW | $27.7m | 0.8% | 3,366,218 |  | New +3,366,218 |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $26.1m | 0.7% | 271,194 |  | Added +7,999 |
| [INSULET CORP (PODD)](/companies/podd.md) | COM | $23.8m | 0.7% | 156,111 |  | Added +48,885 |
| [MERCADOLIBRE  INC (MELI)](/companies/meli.md) | COM | $22.7m | 0.7% | 13,372 |  | Reduced −44 |
| [ALPHATEC HLDGS INC (ATEC)](/companies/atec.md) | COM NEW | $22.3m | 0.6% | 2,577,799 |  | Added +385,715 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $21.1m | 0.6% | 88,686 |  | Reduced −23,663 |
| [NATERA INC (NTRA)](/companies/ntra.md) | COM | $19.3m | 0.6% | 71,016 |  | New +71,016 |
| [INSMED INC (INSM)](/companies/insm.md) | COM PAR $.01 | $18.2m | 0.5% | 170,670 |  | Reduced −2,967 |
| [SHOPIFY INC (SHOP)](/companies/shop.md) | CL A SUB VTG SHS | $17.8m | 0.5% | 155,592 |  | Added +17,159 |
| [NRG ENERGY INC (NRG)](/companies/nrg.md) | COM NEW | $15.2m | 0.4% | 104,025 |  | New +104,025 |
| [MATCH GROUP INC NEW (MTCH)](/companies/mtch.md) | COM | $7.3m | 0.2% | 193,048 |  | Added +2,688 |
| [COSTAR GROUP INC (CSGP)](/companies/csgp.md) | COM | $6.5m | 0.2% | 228,535 |  | Reduced −1,277,496 |
| [EVERCORE INC (EVR)](/companies/evr.md) | CLASS A | $4.7m | 0.1% | 13,673 |  | Added +192 |
| [DRAFTKINGS INC NEW (DKNG)](/companies/dkng.md) | COM CL A | $4.6m | 0.1% | 183,729 |  | Added +2,560 |
| [PROGRESSIVE CORP (PGR)](/companies/pgr.md) | COM | $4.5m | 0.1% | 20,717 |  | Added +288 |
| ROYAL CARIBBEAN GROUP | COM | $1.3m | <0.1% | 4,093 |  | Reduced −237,837 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AXON ENTERPRISE INC (AXON)](/companies/axon.md) | COM | $0 | 0.0% | 0 |  | Sold out −83,742 |
| [LIONSGATE STUDIOS CORP (LION)](/companies/lion.md) | COM | $0 | 0.0% | 0 |  | Sold out −695,207 |
| [NCINO INC (NCNO)](/companies/ncno.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,845,049 |
| [PALO ALTO NETWORKS INC (PANW)](/companies/panw.md) | COM | $0 | 0.0% | 0 |  | Sold out −504,694 |
| [ROLLINS INC (ROL)](/companies/rol.md) | COM | $0 | 0.0% | 0 |  | Sold out −949,956 |
| WARNER BROS DISCOVERY INC | COM SER A | $0 | 0.0% | 0 |  | Sold out −491,184 |

Source: SEC EDGAR, Form 13F-HR, accession 0001214659-26-010338. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.