§ 13F · FUND PROFILE
TREMBLANT CAPITAL GROUP.
AUM · $3.5B (13F)Positions · 58Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$384M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VRNS | VARONIS SYS INC | 3.75M | $157M | 4.5% | +5% |
| 2 | SMTC | SEMTECH CORP | 887K | $144M | 4.1% | NEW |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | 742K | $136M | 3.9% | −2% |
| 4 | SPOT | SPOTIFY TECHNOLOGY S A | 293K | $135M | 3.9% | +5% |
| 5 | MKSI | MKS INC. | 295K | $131M | 3.8% | −10% |
| 6 | DASH | DOORDASH INC | 672K | $124M | 3.6% | −1% |
| 7 | CPNG | COUPANG INC | 6.95M | $121M | 3.5% | +41% |
| 8 | AFRM | AFFIRM HLDGS INC | 1.46M | $119M | 3.4% | +5% |
| 9 | FORM | FORMFACTOR INC | 713K | $114M | 3.3% | NEW |
| 10 | BE | BLOOM ENERGY CORP | 367K | $111M | 3.2% | −33% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TREMBLANT SIGNAL
AC read
TREMBLANT CAPITAL GROUP is a Other fund managing $3.5 billion in assets. The fund runs a portfolio of 58 positions.
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