TREMBLANT CAPITAL GROUP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TC TREMBLANT CAPITAL GROUP | Institutional Filer | ▼ 20.77% | $3.11B | 57 |
Current Portfolio Holdings
Showing all 57 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPOT | Spotify Technology S.A. | Communication Services | 280K | $136.0M | 4.38% |
| 2 | TKO | TKO Group Holdings, Inc. | Communication Services | 598K | $120.6M | 3.88% |
| 3 | LYV | Live Nation Entertainment, Inc. | Communication Services | 755K | $115.2M | 3.71% |
| 4 | LITE | Lumentum Holdings Inc. | Technology | 153K | $107.3M | 3.45% |
| 5 | DASH | DoorDash, Inc. | Communication Services | 677K | $101.7M | 3.27% |
| 6 | UBER | Uber Technologies, Inc. | Technology | 1.3M | $94.1M | 3.03% |
| 7 | CPNG | Coupang, Inc. | Consumer Cyclical | 4.9M | $93.2M | 3.00% |
| 8 | ROKU | Roku, Inc. | Communication Services | 961K | $91.0M | 2.93% |
| 9 | GRAB | Grab Holdings Limited | Technology | 24.4M | $89.2M | 2.87% |
| 10 | WH | Wyndham Hotels & Resorts, Inc. | Consumer Cyclical | 1.0M | $82.3M | 2.65% |
| 11 | HWM | Howmet Aerospace Inc. | Industrials | 354K | $81.6M | 2.63% |
| 12 | PANW | Palo Alto Networks, Inc. | Technology | 505K | $80.9M | 2.60% |
| 13 | QTWO | Q2 Holdings, Inc. | Technology | 1.7M | $80.6M | 2.59% |
| 14 | RDDT | Reddit, Inc. | Communication Services | 574K | $77.3M | 2.49% |
| 15 | VRNS | Varonis Systems, Inc. | Technology | 3.6M | $76.9M | 2.47% |
Showing 1 to 15 of 57 holdings