§ 13F · FUND PROFILE
TREMBLANT CAPITAL GROUP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $969M (13F)Positions · 39Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$243M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPOT | SPOTIFY TECHNOLOGY S A | 280K | $136M | 4.4% | +16% |
| 2 | TKO | TKO GROUP HOLDINGS INC | 598K | $121M | 3.9% | −7% |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | 755K | $115M | 3.7% | −4% |
| 4 | LITE | LUMENTUM HLDGS INC | 153K | $107M | 3.5% | −49% |
| 5 | DASH | DOORDASH INC | 677K | $102M | 3.3% | +14% |
| 6 | UBER | UBER TECHNOLOGIES INC | 1.31M | $94M | 3.0% | +23% |
| 7 | CPNG | COUPANG INC | 4.94M | $93M | 3.0% | +9% |
| 8 | ROKU | ROKU INC | 961K | $91M | 2.9% | −3% |
| 9 | GRAB | GRAB HOLDINGS LIMITED | 24.37M | $89M | 2.9% | +10% |
| 10 | WH | WYNDHAM HOTELS & RESORTS INC | 1.01M | $82M | 2.6% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TREMBLANT SIGNAL
AC read
TREMBLANT CAPITAL GROUP is a Other fund managing $969 million in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed