Stock Taper 
TREMBLANT CAPITAL GROUP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Guardant Health, Inc. | GH | 197.79K | $29.68M |
 FirstCash Holdings, Inc | FCFS | 203.06K | $43.93M |
 BWX Technologies, Inc. | BWXT | 208.55K | $40.59M |
 CoStar Group, Inc. | CSGP | 228.53K | $6.47M |
 FTAI Aviation Ltd. | FTAI | 233.41K | $63.15M |
 Cencora, Inc. | COR | 237.49K | $67.2M |
 Westinghouse Air Brake Technologies Corporation | WAB | 252.81K | $68.16M |
 The Walt Disney Company | DIS | 271.19K | $26.1M |
 Roku, Inc. | ROKU | 283K | $39.09M |
 Spotify Technology S.A. | SPOT | 293.31K | $134.67M |
 MKS Inc. | MKSI | 295.38K | $131.39M |
 MongoDB, Inc. | MDB | 303.54K | $101.96M |
 Howmet Aerospace Inc. | HWM | 324.95K | $87.37M |
 Bloom Energy Corporation | BE | 366.91K | $111.06M |
 Starbucks Corporation | SBUX | 379.46K | $38.78M |
 Cloudflare, Inc. | NET | 384.99K | $94.43M |
 Uber Technologies, Inc. | UBER | 400.56K | $28.9M |
 monday.com Ltd. | MNDY | 464.85K | $33.65M |
 TKO Group Holdings, Inc. | TKO | 540.97K | $108.9M |
 Wingstop Inc. | WING | 546.55K | $94.78M |