TREMBLANT CAPITAL GROUP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GRAB | 24.37M | $89.20M |
 | CPNG | 4.94M | $93.19M |
 | VRNS | 3.58M | $76.86M |
 | NCLH | 2.60M | $48.55M |
 | CMG | 2.32M | $74.27M |
 | ATEC | 2.19M | $23.85M |
 | NCNO | 1.85M | $27.64M |
 | QTWO | 1.70M | $80.55M |
 | SOFI | 1.61M | $25.51M |
 | CSGP | 1.51M | $60.75M |
 | AFRM | 1.40M | $64.02M |
 | UBER | 1.31M | $94.08M |
 | WH | 1.01M | $82.26M |
 | ROKU | 961K | $90.95M |
 | ROL | 950K | $50.74M |
 | LYV | 755K | $115.18M |
 | RKLB | 754K | $48.41M |
 | LION | 695K | $6.67M |
 | DASH | 677K | $101.67M |
 | TKO | 598K | $120.65M |
Grab Holdings Limited
GRAB
Shares Held
24.37M
Value
$89.20M
Coupang, Inc.
CPNG
Shares Held
4.94M
Value
$93.19M
Varonis Systems, Inc.
VRNS
Shares Held
3.58M
Value
$76.86M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
2.60M
Value
$48.55M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
2.32M
Value
$74.27M
Alphatec Holdings, Inc.
ATEC
Shares Held
2.19M
Value
$23.85M
nCino, Inc.
NCNO
Shares Held
1.85M
Value
$27.64M
Q2 Holdings, Inc.
QTWO
Shares Held
1.70M
Value
$80.55M
SoFi Technologies, Inc.
SOFI
Shares Held
1.61M
Value
$25.51M
CoStar Group, Inc.
CSGP
Shares Held
1.51M
Value
$60.75M
Affirm Holdings, Inc.
AFRM
Shares Held
1.40M
Value
$64.02M
Uber Technologies, Inc.
UBER
Shares Held
1.31M
Value
$94.08M
Wyndham Hotels & Resorts, Inc.
WH
Shares Held
1.01M
Value
$82.26M
Roku, Inc.
ROKU
Shares Held
961K
Value
$90.95M
Rollins, Inc.
ROL
Shares Held
950K
Value
$50.74M
Live Nation Entertainment, Inc.
LYV
Shares Held
755K
Value
$115.18M
Rocket Lab USA, Inc.
RKLB
Shares Held
754K
Value
$48.41M
Lionsgate Studios Corp.
LION
Shares Held
695K
Value
$6.67M
DoorDash, Inc.
DASH
Shares Held
677K
Value
$101.67M
TKO Group Holdings, Inc.
TKO
Shares Held
598K
Value
$120.65M