TREMBLANT CAPITAL GROUP

WEST PALM BEACH, FL · CIK 1353312 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWest Palm Beach, FL

$3.5bn reported value +12.1% vs Q1 2026

58positions

37.1%in top 10

7 new 21 added 30 reduced 6 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Tremblant Advisors LP – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VARONIS SYS INC COM VRNS	VRNS	3,749,840	$157.3m4.52%	4.52%	Added +170.2k	+170,172 4.8%
2	SEMTECH CORP COM SMTC	SMTC	887,268	$143.6m4.12%	4.12%	New
3	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	741,878	$135.8m3.90%	3.90%	Reduced -13.3k	-13,349 -1.8%
4	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	293,314	$134.7m3.87%	3.87%	Added +12.9k	+12,869 4.6%
5	MKS INC. COM MKSI	MKSI	295,385	$131.4m3.77%	3.77%	Reduced -34.4k	-34,401 -10.4%
6	DOORDASH INC CL A DASH	DASH	672,273	$124.1m3.56%	3.56%	Reduced -4.9k	-4,875 -0.7%
7	COUPANG INC CL A CPNG	CPNG	6,950,075	$120.7m3.47%	3.47%	Added +2.0m	+2,014,040 40.8%
8	AFFIRM HLDGS INC COM CL A AFRM	AFRM	1,464,129	$119.4m3.43%	3.43%	Added +66.9k	+66,881 4.8%
9	FORMFACTOR INC COM FORM	FORM	713,450	$114.1m3.28%	3.28%	New
10	BLOOM ENERGY CORP COM CL A BE	BE	366,911	$111.1m3.19%	3.19%	Reduced -178.3k	-178,273 -32.7%
11	TKO GROUP HOLDINGS INC CL A TKO	TKO	540,968	$108.9m3.13%	3.13%	Reduced -57.3k	-57,329 -9.6%
12	REDDIT INC CL A RDDT	RDDT	600,346	$104.2m2.99%	2.99%	Added +26.6k	+26,603 4.6%
13	MONGODB INC CL A MDB	MDB	303,538	$102.0m2.93%	2.93%	Added +36.1k	+36,080 13.5%
14	WINGSTOP INC COM WING	WING	546,553	$94.8m2.72%	2.72%	Added +69.5k	+69,452 14.6%
15	CLOUDFLARE INC CL A COM NET	NET	384,993	$94.4m2.71%	2.71%	Added +90.8k	+90,785 30.9%
16	Q2 HLDGS INC COM QTWO	QTWO	1,842,165	$88.6m2.54%	2.54%	Added +139.2k	+139,189 8.2%
17	HOWMET AEROSPACE INC COM HWM	HWM	324,954	$87.4m2.51%	2.51%	Reduced -29.0k	-28,977 -8.2%
18	GRAB HOLDINGS LIMITED CLASS A ORD GRAB	GRAB	23,045,100	$86.9m2.50%	2.50%	Reduced -1.3m	-1,326,335 -5.4%
19	LUMENTUM HLDGS INC COM LITE	LITE	96,453	$82.8m2.38%	2.38%	Reduced -56.2k	-56,232 -36.8%
20	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	2,319,529	$78.9m2.26%	2.26%	Reduced -781	-781 -0.0%
21	WYNDHAM HOTELS & RESORTS INC COM WH	WH	919,053	$77.4m2.22%	2.22%	Reduced -93.6k	-93,637 -9.2%
22	TALEN ENERGY CORP COM TLN	TLN	197,712	$76.0m2.18%	2.18%	Added +40.2k	+40,152 25.5%
23	ROCKET LAB CORP COM RKLB	RKLB	676,072	$68.7m1.97%	1.97%	Reduced -77.7k	-77,740 -10.3%
24	WABTEC COM WAB	WAB	252,814	$68.2m1.96%	1.96%	Reduced -15.0k	-15,044 -5.6%
25	CENCORA INC COM COR	COR	237,486	$67.2m1.93%	1.93%	Added +24.0k	+23,973 11.2%
26	FTAI AVIATION LTD SHS FTAI	FTAI	233,414	$63.1m1.81%	1.81%	Reduced -1.9k	-1,880 -0.8%
27	EMCOR GROUP INC COM EME	EME	67,255	$55.8m1.60%	1.60%	Reduced -1.2k	-1,168 -1.7%
28	TARGA RES CORP COM TRGP	TRGP	195,782	$52.5m1.51%	1.51%	Reduced -3.4k	-3,402 -1.7%
29	FIRSTCASH HOLDINGS INC COM FCFS	FCFS	203,059	$43.9m1.26%	1.26%	Added +63.7k	+63,675 45.7%
30	CARVANA CO CL A CVNA	CVNA	630,952	$41.5m1.19%	1.19%	Reduced -11.0k	-10,968 -1.7%
31	BWX TECHNOLOGIES INC COM BWXT	BWXT	208,548	$40.6m1.17%	1.17%	Reduced -46.9k	-46,948 -18.4%
32	ROKU INC COM CL A ROKU	ROKU	283,003	$39.1m1.12%	1.12%	Reduced -678.2k	-678,217 -70.6%
33	STARBUCKS CORP COM SBUX	SBUX	379,456	$38.8m1.11%	1.11%	Reduced -187.9k	-187,940 -33.1%
34	VALERO ENERGY CORP COM VLO	VLO	139,187	$36.2m1.04%	1.04%	Reduced -2.4k	-2,420 -1.7%
35	DATADOG INC CL A COM DDOG	DDOG	134,035	$34.9m1.00%	1.00%	New
36	MONDAY COM LTD SHS MNDY	MNDY	464,851	$33.7m0.97%	0.97%	Added +300.3k	+300,331 182.6%
37	IDEXX LABS INC COM IDXX	IDXX	63,437	$33.4m0.96%	0.96%	Reduced -1.1k	-1,103 -1.7%
38	NORWEGIAN CRUISE LINE HLDG L SHS NCLH	NCLH	1,512,176	$31.9m0.92%	0.92%	Reduced -1.1m	-1,084,160 -41.8%
39	GUARDANT HEALTH INC COM GH	GH	197,795	$29.7m0.85%	0.85%	New
40	UBER TECHNOLOGIES INC COM UBER	UBER	400,556	$28.9m0.83%	0.83%	Reduced -907.4k	-907,390 -69.4%
41	SOFI TECHNOLOGIES INC COM SOFI	SOFI	1,578,915	$28.3m0.81%	0.81%	Reduced -27.4k	-27,440 -1.7%
42	ALNYLAM PHARMACEUTICALS INC COM ALNY	ALNY	92,940	$28.0m0.80%	0.80%	Reduced -1.6k	-1,616 -1.7%
43	ONDAS INC COM NEW ONDS	ONDS	3,366,218	$27.7m0.80%	0.80%	New
44	DISNEY WALT CO COM DIS	DIS	271,194	$26.1m0.75%	0.75%	Added +8.0k	+7,999 3.0%
45	INSULET CORP COM PODD	PODD	156,111	$23.8m0.68%	0.68%	Added +48.9k	+48,885 45.6%
46	MERCADOLIBRE INC COM MELI	MELI	13,372	$22.7m0.65%	0.65%	Reduced -44	-44 -0.3%
47	ALPHATEC HLDGS INC COM NEW ATEC	ATEC	2,577,799	$22.3m0.64%	0.64%	Added +385.7k	+385,715 17.6%
48	AMAZON COM INC COM AMZN	AMZN	88,686	$21.1m0.61%	0.61%	Reduced -23.7k	-23,663 -21.1%
49	NATERA INC COM NTRA	NTRA	71,016	$19.3m0.55%	0.55%	New
50	INSMED INC COM PAR $.01 INSM	INSM	170,670	$18.2m0.52%	0.52%	Reduced -3.0k	-2,967 -1.7%
51	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	155,592	$17.8m0.51%	0.51%	Added +17.2k	+17,159 12.4%
52	NRG ENERGY INC COM NEW NRG	NRG	104,025	$15.2m0.44%	0.44%	New
53	MATCH GROUP INC NEW COM MTCH	MTCH	193,048	$7.3m0.21%	0.21%	Added +2.7k	+2,688 1.4%
54	COSTAR GROUP INC COM CSGP	CSGP	228,535	$6.5m0.19%	0.19%	Reduced -1.3m	-1,277,496 -84.8%
55	EVERCORE INC CLASS A EVR	EVR	13,673	$4.7m0.13%	0.13%	Added +192	+192 1.4%
56	DRAFTKINGS INC NEW COM CL A DKNG	DKNG	183,729	$4.6m0.13%	0.13%	Added +2.6k	+2,560 1.4%
57	PROGRESSIVE CORP COM PGR	PGR	20,717	$4.5m0.13%	0.13%	Added +288	+288 1.4%
58	ROYAL CARIBBEAN GROUP COM RCL	RCL	4,093	$1.3m0.04%	0.04%	Reduced -237.8k	-237,837 -98.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PALO ALTO NETWORKS INC PANW	PANW	504,694	$80.9m504.7k shares
ROLLINS INC ROL	ROL	949,956	$50.7m950.0k shares
AXON ENTERPRISE INC AXON	AXON	83,742	$35.6m83.7k shares
NCINO INC NCNO	NCNO	1,845,049	$27.6m1.8m shares
WARNER BROS DISCOVERY INC WBD	WBD	491,184	$13.5m491.2k shares
LIONSGATE STUDIOS CORP LION	LION	695,207	$6.7m695.2k shares