Stock Taper

TREMBLANT CAPITAL GROUP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
monday.com Ltd.MNDY464.85K$33.65M
Uber Technologies, Inc.UBER400.56K$28.9M
Cloudflare, Inc.NET384.99K$94.43M
Starbucks CorporationSBUX379.46K$38.78M
Bloom Energy CorporationBE366.91K$111.06M
Howmet Aerospace Inc.HWM324.95K$87.37M
MongoDB, Inc.MDB303.54K$101.96M
MKS Inc.MKSI295.38K$131.39M
Spotify Technology S.A.SPOT293.31K$134.67M
Roku, Inc.ROKU283K$39.09M
The Walt Disney CompanyDIS271.19K$26.1M
Westinghouse Air Brake Technologies CorporationWAB252.81K$68.16M
Cencora, Inc.COR237.49K$67.2M
FTAI Aviation Ltd.FTAI233.41K$63.15M
CoStar Group, Inc.CSGP228.53K$6.47M
BWX Technologies, Inc.BWXT208.55K$40.59M
FirstCash Holdings, IncFCFS203.06K$43.93M
Guardant Health, Inc.GH197.79K$29.68M
Talen Energy CorporationTLN197.71K$75.97M
Targa Resources Corp.TRGP195.78K$52.5M