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Funds / Tremblant Capital Group
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

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Top 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

#SecuritySharesValue% Port.Δ SharesActivity
1Spotify Technology S A280.4K$135.99M4.4%+39.0KAdded
2Tko Group Holdings Inc598.3K$120.65M3.9%42.4KReduced
3Live Nation Entertainment In755.2K$115.18M3.7%29.8KReduced
4Lumentum Hldgs Inc152.7K$107.30M3.5%145.7KReduced
5Doordash Inc677.1K$101.67M3.3%+81.2KAdded
6Uber Technologies Inc1.31M$94.08M3.0%+246.0KAdded
7Coupang Inc4.94M$93.19M3.0%+389.2KAdded
8Roku Inc961.2K$90.95M2.9%28.9KReduced
9Grab Holdings Limited24.37M$89.20M2.9%+2.23MAdded
10Wyndham Hotels & Resorts Inc1.01M$82.26M2.6%19.4KReduced

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