Institutional Fund
Tremblant Capital Group
West Palm Beach, FLCIK 13533125 filings on record
Portfolio Value
$3.11B
Q1 2026
Holdings
57
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-20.8%
from $3.92B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spotify Technology S A4.4%
- Tko Group Holdings Inc3.9%
- Live Nation Entertainment In3.7%
- Lumentum Hldgs Inc3.5%
- Doordash Inc3.3%
- Uber Technologies Inc3.0%
- Other78.3%
Portfolio Holdings
57 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spotify Technology S A | 280.4K | $135.99M | 4.4% | +39.0K | Added |
| 2 | Tko Group Holdings Inc | 598.3K | $120.65M | 3.9% | −42.4K | Reduced |
| 3 | Live Nation Entertainment In | 755.2K | $115.18M | 3.7% | −29.8K | Reduced |
| 4 | Lumentum Hldgs Inc | 152.7K | $107.30M | 3.5% | −145.7K | Reduced |
| 5 | Doordash Inc | 677.1K | $101.67M | 3.3% | +81.2K | Added |
| 6 | Uber Technologies Inc | 1.31M | $94.08M | 3.0% | +246.0K | Added |
| 7 | Coupang Inc | 4.94M | $93.19M | 3.0% | +389.2K | Added |
| 8 | Roku Inc | 961.2K | $90.95M | 2.9% | −28.9K | Reduced |
| 9 | Grab Holdings Limited | 24.37M | $89.20M | 2.9% | +2.23M | Added |
| 10 | Wyndham Hotels & Resorts Inc | 1.01M | $82.26M | 2.6% | −19.4K | Reduced |
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