Stock Taper

TREMBLANT CAPITAL GROUP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Grab Holdings LimitedGRAB23.05M$86.88M
Coupang, Inc.CPNG6.95M$120.72M
Varonis Systems, Inc.VRNS3.75M$157.34M
Ondas Holdings Inc.ONDS3.37M$27.74M
Alphatec Holdings, Inc.ATEC2.58M$22.3M
Chipotle Mexican Grill, Inc.CMG2.32M$78.86M
Q2 Holdings, Inc.QTWO1.84M$88.61M
SoFi Technologies, Inc.SOFI1.58M$28.31M
Norwegian Cruise Line Holdings Ltd.NCLH1.51M$31.92M
Affirm Holdings, Inc.AFRM1.46M$119.4M
Wyndham Hotels & Resorts, Inc.WH919.05K$77.39M
Semtech CorporationSMTC887.27K$143.6M
Live Nation Entertainment, Inc.LYV741.88K$135.85M
FormFactor, Inc.FORM713.45K$114.1M
Rocket Lab USA, Inc.RKLB676.07K$68.72M
DoorDash, Inc.DASH672.27K$124.05M
Carvana Co.CVNA630.95K$41.53M
Reddit, Inc.RDDT600.35K$104.21M
Wingstop Inc.WING546.55K$94.78M
TKO Group Holdings, Inc.TKO540.97K$108.9M