The Analysis of TREMBLANT CAPITAL GROUP's Holdings
Currently, TREMBLANT CAPITAL GROUP holds 39 types of securities in its portfolio with a total value $969.0M. In the most recent quarter, they have increased their positions in CYBR (+60.2K shares, valued at $29.1M), CMG (+669.3K shares, valued at $26.2M), MNDY (+65.6K shares, valued at $12.7M); decreased their positions in SHOP (-118.6K shares, valued at $17.6M), ROKU (-162.7K shares, valued at $16.3M), AMZN (-73.8K shares, valued at $16.2M); initiated new positions in CYBR (+60.2K shares, valued at $29.1M), CMG (+669.3K shares, valued at $26.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
WBD WARNER BROS DISCOVERY INC3.0M shares-10.17%2025-09-302025-11-14
GRAB GRAB HOLDINGS LIMITED9.6M shares-1.64%2025-09-302025-11-14 DASH DOORDASH INC197.0K shares-11.52%2025-09-302025-11-14 SPOT SPOTIFY TECHNOLOGY S A74.8K shares-5.35%2025-09-302025-11-14 TKO TKO GROUP HOLDINGS INC249.5K shares-10.40%2025-09-302025-11-14 DIS DISNEY WALT CO375.0K shares-6.30%2025-09-302025-11-14 CPNG COUPANG INC1.3M shares-9.51%2025-09-302025-11-14 ROKU ROKU INC382.4K shares-29.84%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC377.4K shares3.58%2025-09-302025-11-14 MELI MERCADOLIBRE INC15.3K shares5.21%2025-09-302025-11-14 MNDY MONDAY COM LTD175.8K shares59.52%2025-09-302025-11-14 LYV LIVE NATION ENTERTAINMENT IN205.3K shares10.53%2025-09-302025-11-14 WING WINGSTOP INC121.7K shares-6.15%2025-09-302025-11-14 CYBR CYBERARK SOFTWARE LTD60.2K sharesnew addition2025-09-302025-11-14 SBUX STARBUCKS CORP332.3K shares-7.03%2025-09-302025-11-14 SHOP SHOPIFY INC182.1K shares-39.44%2025-09-302025-11-14 CMG CHIPOTLE MEXICAN GRILL INC669.3K sharesnew addition2025-09-302025-11-14 VRNS VARONIS SYS INC451.1K shares-30.99%2025-09-302025-11-14 QTWO Q2 HLDGS INC357.1K shares14.26%2025-09-302025-11-14 DKNG DRAFTKINGS INC NEW628.1K shares6.64%2025-09-302025-11-14 BBWI BATH & BODY WORKS INC874.6K shares11.56%2025-09-302025-11-14 VSCO VICTORIAS SECRET AND CO728.6K shares-2.54%2025-09-302025-11-14 CSGP COSTAR GROUP INC225.9K shares13.03%2025-09-302025-11-14 GLBE GLOBAL E ONLINE LTD527.5K shares7.59%2025-09-302025-11-14 NCNO NCINO INC661.3K shares40.26%2025-09-302025-11-14 AMZN AMAZON COM INC75.7K shares-49.37%2025-09-302025-11-14 CHTR CHARTER COMMUNICATIONS INC N58.9K shares-14.46%2025-09-302025-11-14 FIVN FIVE9 INC646.9K shares-0.74%2025-09-302025-11-14 WAB WABTEC65.9K shares-27.81%2025-09-302025-11-14 WH WYNDHAM HOTELS & RESORTS INC147.0K shares0.80%2025-09-302025-11-14 LION2 LIONSGATE STUDIOS CORP1.6M shares-11.81%2025-09-302025-11-14 CFLT CONFLUENT INC312.7K shares-44.63%2025-09-302025-11-14 PGR PROGRESSIVE CORP20.6K shares53.56%2025-09-302025-11-14 EVR EVERCORE INC14.9K shares-14.23%2025-09-302025-11-14 MTCH MATCH GROUP INC NEW134.4K shares-6.39%2025-09-302025-11-14 EL LAUDER ESTEE COS INC46.6K shares-29.39%2025-09-302025-11-14 MA MASTERCARD INCORPORATED5.8K shares8.77%2025-09-302025-11-14 V VISA INC9.5K shares8.92%2025-09-302025-11-14 KDP KEURIG DR PEPPER INC91.0K shares-71.86%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available