TREMBLANT CAPITAL GROUP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GRAB | 22.14M | $110.48M |
 | CPNG | 4.55M | $107.26M |
 | NCNO | 3.53M | $90.60M |
 | VRNS | 3.51M | $115.12M |
 | WBD | 2.90M | $83.71M |
 | CMG | 2.71M | $100.38M |
 | QTWO | 1.81M | $130.88M |
 | GLBE | 1.68M | $65.98M |
 | CSGP | 1.64M | $110.00M |
 | ATEC | 1.62M | $34.19M |
 | SOFI | 1.62M | $42.54M |
 | LION | 1.49M | $13.64M |
 | RKT | 1.43M | $27.75M |
 | ROL | 1.08M | $64.98M |
 | UBER | 1.06M | $86.77M |
 | AFRM | 1.06M | $78.93M |
 | WH | 1.03M | $77.98M |
 | PAR | 1.00M | $36.33M |
 | ROKU | 990K | $107.42M |
 | LYV | 785K | $111.87M |
Grab Holdings Limited
GRAB
Shares Held
22.14M
Value
$110.48M
Coupang, Inc.
CPNG
Shares Held
4.55M
Value
$107.26M
nCino, Inc.
NCNO
Shares Held
3.53M
Value
$90.60M
Varonis Systems, Inc.
VRNS
Shares Held
3.51M
Value
$115.12M
Warner Bros. Discovery, Inc.
WBD
Shares Held
2.90M
Value
$83.71M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
2.71M
Value
$100.38M
Q2 Holdings, Inc.
QTWO
Shares Held
1.81M
Value
$130.88M
Global-e Online Ltd.
GLBE
Shares Held
1.68M
Value
$65.98M
CoStar Group, Inc.
CSGP
Shares Held
1.64M
Value
$110.00M
Alphatec Holdings, Inc.
ATEC
Shares Held
1.62M
Value
$34.19M
SoFi Technologies, Inc.
SOFI
Shares Held
1.62M
Value
$42.54M
Lionsgate Studios Corp.
LION
Shares Held
1.49M
Value
$13.64M
Rocket Companies, Inc.
RKT
Shares Held
1.43M
Value
$27.75M
Rollins, Inc.
ROL
Shares Held
1.08M
Value
$64.98M
Uber Technologies, Inc.
UBER
Shares Held
1.06M
Value
$86.77M
Affirm Holdings, Inc.
AFRM
Shares Held
1.06M
Value
$78.93M
Wyndham Hotels & Resorts, Inc.
WH
Shares Held
1.03M
Value
$77.98M
PAR Technology Corporation
PAR
Shares Held
1.00M
Value
$36.33M
Roku, Inc.
ROKU
Shares Held
990K
Value
$107.42M
Live Nation Entertainment, Inc.
LYV
Shares Held
785K
Value
$111.87M