Tremblant Capital Group
Net seller this quarter
$3.48B
58
-$244M
37.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VRNS | $157M | 4.52% | 3.26% | +4.8% | Q1 2019 |
 SMTC | $144M | 4.12% | 0.95% | New | Q2 2026 |
 LYV | $136M | 3.90% | 0.32% | -1.8% | Q2 2025 |
 SPOT | $135M | 3.87% | 0.14% | +4.6% | Q2 2018 |
 MKSI | $131M | 3.77% | 0.44% | -10.4% | Q1 2026 |
 DASH | $124M | 3.56% | Not reported | -0.7% | Q1 2021 |
 CPNG | $121M | 3.47% | Not reported | +40.8% | Q4 2022 |
 AFRM | $119M | 3.43% | 2.47% | +4.8% | Q4 2025 |
 FORM | $114M | 3.28% | 0.91% | New | Q2 2026 |
 BE | $111M | 3.19% | 0.13% | -32.7% | Q4 2025 |
 TKO | $109M | 3.13% | Not reported | -9.6% | Q3 2023 |
 RDDT | $104M | 2.99% | Not reported | +4.6% | Q4 2025 |
 MDB | $102M | 2.93% | 0.38% | +13.5% | Q4 2025 |
 WING | $94.8M | 2.72% | 2.01% | +14.6% | Q1 2020 |
 NET | $94.4M | 2.71% | Not reported | +30.9% | Q4 2025 |
 QTWO | $88.6M | 2.54% | 2.95% | +8.2% | Q4 2018 |
 HWM | $87.4M | 2.51% | 0.08% | -8.2% | Q4 2025 |
 GRAB | $86.9M | 2.50% | Not reported | -5.4% | Q1 2022 |
 LITE | $82.8M | 2.38% | 0.11% | -36.8% | Q4 2025 |
 CMG | $78.9M | 2.26% | 0.18% | 0.0% | Q2 2016 |
 WH | $77.4M | 2.22% | 1.23% | -9.3% | Q2 2018 |
 TLN | $76M | 2.18% | 0.41% | +25.5% | Q4 2025 |
 RKLB | $68.7M | 1.97% | 0.11% | -10.3% | Q4 2025 |
 WAB | $68.2M | 1.96% | 0.15% | -5.6% | Q4 2022 |
 COR | $67.2M | 1.93% | 0.12% | +11.2% | Q4 2025 |
 FTAI | $63.1M | 1.81% | 0.23% | -0.8% | Q1 2026 |
 EME | $55.8M | 1.60% | 0.15% | -1.7% | Q4 2025 |
 TRGP | $52.5M | 1.51% | 0.09% | -1.7% | Q4 2025 |
 FCFS | $43.9M | 1.26% | 0.46% | +45.7% | Q1 2026 |
 CVNA | $41.5M | 1.19% | Not reported | -1.7% | Q4 2025 |
 BWXT | $40.6M | 1.17% | 0.23% | -18.4% | Q4 2025 |
 ROKU | $39.1M | 1.12% | 0.19% | -70.6% | Q4 2024 |
 SBUX | $38.8M | 1.11% | 0.03% | -33.1% | Q2 2018 |
 VLO | $36.2M | 1.04% | 0.05% | -1.7% | Q1 2026 |
 DDOG | $34.9M | 1.00% | 0.17% | New | Q2 2026 |
 MNDY | $33.7M | 0.97% | 0.91% | +182.6% | Q4 2024 |
 IDXX | $33.4M | 0.96% | 0.08% | -1.7% | Q4 2025 |
 NCLH | $31.9M | 0.92% | 0.33% | -41.8% | Q2 2013 |
 GH | $29.7M | 0.85% | 0.15% | New | Q2 2026 |
 UBER | $28.9M | 0.83% | 0.02% | -69.4% | Q1 2021 |
 SOFI | $28.3M | 0.81% | 0.12% | -1.7% | Q4 2025 |
 ALNY | $28M | 0.80% | 0.07% | -1.7% | Q4 2025 |
 ONDS | $27.7M | 0.80% | 0.64% | New | Q2 2026 |
 DIS | $26.1M | 0.75% | 0.02% | +3.0% | Q1 2020 |
 PODD | $23.8M | 0.68% | 0.23% | +45.6% | Q4 2025 |
 MELI | $22.7M | 0.65% | 0.03% | -0.3% | Q1 2024 |
 ATEC | $22.3M | 0.64% | 1.67% | +17.6% | Q4 2025 |
 AMZN | $21.1M | 0.61% | 0.00% | -21.1% | Q2 2013 |
 NTRA | $19.3M | 0.55% | 0.05% | New | Q2 2026 |
 INSM | $18.2M | 0.52% | 0.08% | -1.7% | Q4 2025 |
| Q1 2026 | |||||
| SPOT | $136M | 4.38% | 0.14% | +16.2% | Q2 2018 |
| TKO | $121M | 3.88% | Not reported | -6.6% | Q3 2023 |
| LYV | $115M | 3.71% | 0.32% | -3.8% | Q2 2025 |
| LITE | $107M | 3.45% | 0.21% | -48.8% | Q4 2025 |
| DASH | $102M | 3.27% | Not reported | +13.6% | Q1 2021 |
| UBER | $94.1M | 3.03% | 0.06% | +23.2% | Q1 2021 |
| CPNG | $93.2M | 3.00% | Not reported | +8.6% | Q4 2022 |
| ROKU | $91M | 2.93% | 0.65% | -2.9% | Q4 2024 |
| GRAB | $89.2M | 2.87% | Not reported | +10.1% | Q1 2022 |
| WH | $82.3M | 2.65% | 1.35% | -1.9% | Q2 2018 |
| HWM | $81.6M | 2.63% | 0.09% | -5.4% | Q4 2025 |
 PANW | $80.9M | 2.60% | 0.06% | +1803.9% | Q1 2016 |
| QTWO | $80.6M | 2.59% | 2.72% | -6.1% | Q4 2018 |
| RDDT | $77.3M | 2.49% | Not reported | +70.6% | Q4 2025 |
| VRNS | $76.9M | 2.47% | 3.12% | +2.0% | Q1 2019 |
| MKSI | $75.8M | 2.44% | 0.49% | New | Q1 2026 |
| CMG | $74.3M | 2.39% | 0.18% | -14.5% | Q2 2016 |
| WING | $73.9M | 2.38% | 1.75% | -3.2% | Q1 2020 |
| BE | $73.9M | 2.38% | 0.19% | +17.2% | Q4 2025 |
| COR | $67.1M | 2.16% | 0.11% | +5.3% | Q4 2025 |
| WAB | $66.9M | 2.15% | 0.16% | -10.2% | Q4 2022 |
 RCL | $66.6M | 2.14% | 0.09% | -20.4% | Q2 2013 |
| MDB | $65.5M | 2.11% | 0.33% | +176.3% | Q4 2025 |
| AFRM | $64M | 2.06% | 2.36% | +31.8% | Q4 2025 |
 CSGP | $60.8M | 1.96% | 0.36% | -7.9% | Q4 2024 |
| NET | $60.7M | 1.95% | Not reported | +57.2% | Q4 2025 |
| FTAI | $57.6M | 1.86% | 0.23% | New | Q1 2026 |
| BWXT | $52.2M | 1.68% | 0.28% | -12.3% | Q4 2025 |
| SBUX | $50.8M | 1.64% | 0.05% | -1.2% | Q2 2018 |
 ROL | $50.7M | 1.63% | 0.20% | -12.3% | Q4 2025 |
| EME | $50.5M | 1.63% | 0.15% | -1.2% | Q4 2025 |
| TLN | $50.3M | 1.62% | 0.35% | +30.3% | Q4 2025 |
| TRGP | $49.9M | 1.61% | 0.09% | -1.2% | Q4 2025 |
| NCLH | $48.6M | 1.56% | 0.57% | Not reported | Q2 2013 |
| RKLB | $48.4M | 1.56% | 0.13% | -1.2% | Q4 2025 |
| CVNA | $40.4M | 1.30% | Not reported | -9.0% | Q4 2025 |
| IDXX | $36.3M | 1.17% | 0.08% | -1.2% | Q4 2025 |
 AXON | $35.6M | 1.14% | 0.10% | -11.1% | Q4 2025 |
| VLO | $35M | 1.13% | 0.05% | New | Q1 2026 |
| ALNY | $31.3M | 1.01% | 0.07% | -14.1% | Q4 2025 |
| INSM | $28.4M | 0.91% | 0.08% | -1.2% | Q4 2025 |
 NCNO | $27.6M | 0.89% | 1.61% | -47.8% | Q3 2024 |
| FCFS | $26.2M | 0.84% | 0.32% | New | Q1 2026 |
| SOFI | $25.5M | 0.82% | 0.13% | -1.2% | Q4 2025 |
| DIS | $25.4M | 0.82% | 0.01% | -30.0% | Q1 2020 |
| ATEC | $23.8M | 0.77% | 1.43% | +34.9% | Q4 2025 |
| AMZN | $23.4M | 0.75% | 0.00% | -1.9% | Q2 2013 |
| MELI | $23.2M | 0.75% | 0.03% | -9.7% | Q1 2024 |
| PODD | $22.5M | 0.72% | 0.15% | -1.2% | Q4 2025 |
 SHOP | $16.4M | 0.53% | 0.04% | -14.2% | Q2 2025 |
| Q4 2025 | |||||
| SPOT | $140M | 3.58% | 0.12% | +222.7% | Q2 2018 |
| DASH | $135M | 3.44% | Not reported | +202.5% | Q1 2021 |
| TKO | $134M | 3.42% | Not reported | +156.8% | Q3 2023 |
| QTWO | $131M | 3.34% | 2.89% | +407.9% | Q4 2018 |
| WING | $118M | 3.00% | 1.79% | +305.2% | Q1 2020 |
| VRNS | $115M | 2.94% | 2.99% | +678.0% | Q1 2019 |
| LYV | $112M | 2.85% | 0.33% | +282.4% | Q2 2025 |
| GRAB | $110M | 2.82% | Not reported | +131.4% | Q1 2022 |
| CSGP | $110M | 2.81% | 0.39% | +624.1% | Q4 2024 |
| LITE | $110M | 2.81% | 0.42% | New | Q4 2025 |
| ROKU | $107M | 2.74% | 0.67% | +158.9% | Q4 2024 |
| CPNG | $107M | 2.74% | Not reported | +254.2% | Q4 2022 |
| CMG | $100M | 2.56% | 0.21% | +305.4% | Q2 2016 |
| MNDY | $96.6M | 2.46% | 1.28% | +272.4% | Q4 2024 |
| NCNO | $90.6M | 2.31% | 3.08% | +434.4% | Q3 2024 |
| UBER | $86.8M | 2.21% | 0.05% | +181.4% | Q1 2021 |
| RCL | $84.8M | 2.16% | 0.11% | Not reported | Q2 2013 |
 WBD | $83.7M | 2.14% | 0.12% | -4.3% | Q1 2025 |
 LPLA | $79.4M | 2.02% | 0.28% | New | Q4 2025 |
| AFRM | $78.9M | 2.01% | 1.79% | New | Q4 2025 |
| WH | $78M | 1.99% | 1.37% | +602.0% | Q2 2018 |
| RDDT | $77.3M | 1.97% | Not reported | New | Q4 2025 |
| HWM | $76.7M | 1.96% | 0.09% | New | Q4 2025 |
| COR | $68.5M | 1.75% | 0.10% | New | Q4 2025 |
 GLBE | $66M | 1.68% | 0.99% | +218.2% | Q2 2025 |
| ROL | $65M | 1.66% | 0.23% | New | Q4 2025 |
| WAB | $63.6M | 1.62% | 0.17% | +352.2% | Q4 2022 |
| CVNA | $59.6M | 1.52% | Not reported | New | Q4 2025 |
 CPAY | $54.8M | 1.40% | 0.27% | New | Q4 2025 |
| AXON | $53.5M | 1.36% | 0.12% | New | Q4 2025 |
| RKLB | $53.2M | 1.36% | 0.14% | New | Q4 2025 |
| BWXT | $50.3M | 1.28% | 0.32% | New | Q4 2025 |
 EVR | $49.6M | 1.26% | Not reported | +876.9% | Q4 2022 |
| SBUX | $48.3M | 1.23% | 0.05% | +72.7% | Q2 2018 |
| TLN | $45.3M | 1.16% | 0.26% | New | Q4 2025 |
| IDXX | $44.2M | 1.13% | 0.08% | New | Q4 2025 |
| ALNY | $43.8M | 1.12% | 0.08% | New | Q4 2025 |
 VEEV | $42.9M | 1.10% | 0.12% | New | Q4 2025 |
| DIS | $42.8M | 1.09% | 0.02% | +0.2% | Q1 2020 |
| SOFI | $42.5M | 1.09% | 0.13% | New | Q4 2025 |
| EME | $42.3M | 1.08% | 0.16% | New | Q4 2025 |
| MDB | $40.6M | 1.04% | 0.12% | New | Q4 2025 |
| BE | $40.4M | 1.03% | 0.20% | New | Q4 2025 |
| TRGP | $37.2M | 0.95% | 0.09% | New | Q4 2025 |
| NET | $36.9M | 0.94% | Not reported | New | Q4 2025 |
 PAR | $36.3M | 0.93% | 2.46% | Not reported | Q1 2025 |
| ATEC | $34.2M | 0.87% | 1.08% | New | Q4 2025 |
| PODD | $30.8M | 0.79% | 0.15% | New | Q4 2025 |
| INSM | $30.6M | 0.78% | 0.08% | New | Q4 2025 |
| MELI | $29.9M | 0.76% | 0.03% | -3.0% | Q1 2024 |
| Q3 2025 | |||||
| WBD | $59.3M | 6.12% | 0.12% | -10.2% | Q1 2025 |
| GRAB | $57.6M | 5.94% | Not reported | -1.6% | Q1 2022 |
| DASH | $53.6M | 5.53% | Not reported | -11.5% | Q1 2021 |
| SPOT | $52.2M | 5.39% | 0.04% | -5.4% | Q2 2018 |
| TKO | $50.4M | 5.20% | Not reported | -10.4% | Q3 2023 |
| DIS | $42.9M | 4.43% | 0.02% | -6.3% | Q1 2020 |
| CPNG | $41.3M | 4.27% | Not reported | -9.5% | Q4 2022 |
| ROKU | $38.3M | 3.95% | 0.26% | -29.8% | Q4 2024 |
| UBER | $37M | 3.82% | 0.02% | +3.6% | Q1 2021 |
| MELI | $35.8M | 3.69% | 0.03% | +5.2% | Q1 2024 |
| MNDY | $34.1M | 3.51% | 0.34% | +59.5% | Q4 2024 |
| LYV | $33.5M | 3.46% | 0.09% | +10.5% | Q2 2025 |
| WING | $30.6M | 3.16% | 0.44% | -6.2% | Q1 2020 |
| SBUX | $28.1M | 2.90% | 0.03% | -7.0% | Q2 2018 |
| SHOP | $27.1M | 2.79% | 0.05% | -39.4% | Q2 2025 |
| CMG | $26.2M | 2.71% | 0.05% | Not reported | Q2 2016 |
| VRNS | $25.9M | 2.68% | 0.38% | -31.0% | Q1 2019 |
| QTWO | $25.9M | 2.67% | 0.57% | +14.3% | Q4 2018 |
 DKNG | $23.5M | 2.42% | Not reported | +6.6% | Q3 2023 |
 BBWI | $22.5M | 2.33% | 0.42% | +11.6% | Q4 2024 |
 VSXY | $19.8M | 2.04% | 0.91% | -2.5% | Q3 2024 |
| CSGP | $19.1M | 1.97% | 0.05% | +13.0% | Q4 2024 |
| GLBE | $18.9M | 1.95% | 0.31% | +7.6% | Q2 2025 |
| NCNO | $17.9M | 1.85% | 0.57% | +40.3% | Q3 2024 |
| AMZN | $16.6M | 1.72% | 0.00% | -49.4% | Q2 2013 |
 CHTR | $16.2M | 1.67% | 0.02% | -14.5% | Q2 2013 |
 FIVN | $15.7M | 1.62% | 0.83% | -0.7% | Q3 2017 |
| WAB | $13.2M | 1.36% | 0.04% | -27.8% | Q4 2022 |
| WH | $11.7M | 1.21% | 0.19% | +0.8% | Q2 2018 |
 LION | $10.9M | 1.12% | 0.55% | -11.8% | Q2 2025 |
| CFLT | $6.19M | 0.64% | 0.29% | -44.6% | Q1 2025 |
 PGR | $5.09M | 0.53% | 0.00% | +53.6% | Q1 2018 |
| EVR | $5.03M | 0.52% | Not reported | -14.2% | Q4 2022 |
 MTCH | $4.75M | 0.49% | 0.06% | -6.4% | Q4 2024 |
 EL | $4.11M | 0.42% | Not reported | -29.4% | Q4 2023 |
 MA | $3.32M | 0.34% | 0.00% | +8.8% | Q4 2022 |
 V | $3.24M | 0.33% | 0.00% | +8.9% | Q2 2013 |
 KDP | $2.32M | 0.24% | 0.01% | -71.9% | Q1 2020 |