TREMBLANT CAPITAL GROUP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$969.0B
Holdings
39
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WBDWARNER BROS DISCOVERY INC | 3,036,282 | $59.3B | 6.12% | |
| 2 | GRABGRAB HOLDINGS LIMITED | 9,567,004 | $57.6B | 5.94% | |
| 3 | DASHDOORDASH INC | 197,039 | $53.6B | 5.53% | |
| 4 | SPOTSPOTIFY TECHNOLOGY S A | 74,822 | $52.2B | 5.39% | |
| 5 | TKOTKO GROUP HOLDINGS INC | 249,486 | $50.4B | 5.20% | |
| 6 | DISDISNEY WALT CO | 374,966 | $42.9B | 4.43% | |
| 7 | CPNGCOUPANG INC | 1,283,619 | $41.3B | 4.27% | |
| 8 | ROKUROKU INC | 382,391 | $38.3B | 3.95% | |
| 9 | UBERUBER TECHNOLOGIES INC | 377,390 | $37.0B | 3.82% | |
| 10 | MLB1MERCADOLIBRE INC | 15,318 | $35.8B | 3.69% | |
| 11 | MNDYMONDAY COM LTD | 175,831 | $34.1B | 3.51% | |
| 12 | LYVLIVE NATION ENTERTAINMENT IN | 205,319 | $33.5B | 3.46% | |
| 13 | WINGWINGSTOP INC | 121,681 | $30.6B | 3.16% | |
| 14 | CYBRCYBERARK SOFTWARE LTD | 60,201 | $29.1B | 3.00% | |
| 15 | SBUXSTARBUCKS CORP | 332,334 | $28.1B | 2.90% | |
| 16 | SHOPSHOPIFY INC | 182,089 | $27.1B | 2.79% | |
| 17 | CMGCHIPOTLE MEXICAN GRILL INC | 669,287 | $26.2B | 2.71% | |
| 18 | VRNSVARONIS SYS INC | 451,125 | $25.9B | 2.68% | |
| 19 | QTWOQ2 HLDGS INC | 357,132 | $25.9B | 2.67% | |
| 20 | DKNGDRAFTKINGS INC NEW | 628,054 | $23.5B | 2.42% | |
| 21 | BBWIBATH & BODY WORKS INC | 874,639 | $22.5B | 2.33% | |
| 22 | VSCOVICTORIAS SECRET AND CO | 728,571 | $19.8B | 2.04% | |
| 23 | CSGPCOSTAR GROUP INC | 225,928 | $19.1B | 1.97% | |
| 24 | GLBEGLOBAL E ONLINE LTD | 527,519 | $18.9B | 1.95% | |
| 25 | NCNONCINO INC | 661,277 | $17.9B | 1.85% | |
| 26 | AMZNAMAZON COM INC | 75,700 | $16.6B | 1.72% | |
| 27 | CHTRCHARTER COMMUNICATIONS INC N | 58,916 | $16.2B | 1.67% | |
| 28 | FIVNFIVE9 INC | 646,883 | $15.7B | 1.62% | |
| 29 | WABWABTEC | 65,936 | $13.2B | 1.36% | |
| 30 | WHWYNDHAM HOTELS & RESORTS INC | 147,021 | $11.7B | 1.21% | |
| 31 | LIONLIONSGATE STUDIOS CORP | 1,578,587 | $10.9B | 1.12% | |
| 32 | CFLTCONFLUENT INC | 312,702 | $6.2B | 0.64% | |
| 33 | PGRPROGRESSIVE CORP | 20,609 | $5.1B | 0.53% | |
| 34 | EVREVERCORE INC | 14,909 | $5.0B | 0.52% | |
| 35 | MTCHMATCH GROUP INC NEW | 134,368 | $4.7B | 0.49% | |
| 36 | ELLAUDER ESTEE COS INC | 46,605 | $4.1B | 0.42% | |
| 37 | MAMASTERCARD INCORPORATED | 5,828 | $3.3B | 0.34% | |
| 38 | VVISA INC | 9,496 | $3.2B | 0.33% | |
| 39 | KDPKEURIG DR PEPPER INC | 91,043 | $2.3B | 0.24% |