§ 13F · FUND PROFILE
TREMBLANT CAPITAL GROUP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $969.0T (13F)Positions · 39Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1568.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPOT | SPOTIFY TECHNOLOGY S A | 241K | $140.2T | 3.6% | +223% |
| 2 | DASH | DOORDASH INC | 596K | $135.0T | 3.4% | +202% |
| 3 | TKO | TKO GROUP HOLDINGS INC | 641K | $133.9T | 3.4% | +157% |
| 4 | QTWO | Q2 HLDGS INC | 1.81M | $130.9T | 3.3% | +408% |
| 5 | WING | WINGSTOP INC | 493K | $117.6T | 3.0% | +305% |
| 6 | VRNS | VARONIS SYS INC | 3.51M | $115.1T | 2.9% | +678% |
| 7 | LYV | LIVE NATION ENTERTAINMENT | 785K | $111.9T | 2.9% | +282% |
| 8 | GRAB | GRAB HOLDINGS LIMITED | 22.14M | $110.5T | 2.8% | +131% |
| 9 | CSGP | COSTAR GROUP INC | 1.64M | $110.0T | 2.8% | +624% |
| 10 | LITE | LUMENTUM HLDGS INC | 298K | $110.0T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TREMBLANT SIGNAL
AC read
TREMBLANT CAPITAL GROUP is a Other fund managing $968951.9 trillion in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed