In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Tremblant Capital Group reported 38 stock positions worth $889.7 million . Its top holding was Spotify Technology (SPOT) at 6.9% of the portfolio, followed by Uber Technologies (UBER, 6.4% ) and Tko (TKO, 6.3% ). Compared with Q4 2023, it opened 5 new positions, sold out of 4, added to 20 and reduced 13. The biggest buy was a new position in MercadoLibre (MELI) and the biggest sale Palo Alto Networks (PANW, shares −98% ).
Location WEST PALM BEACH, FL
CIK 0001353312
Portfolio Value $889.7M (Q1 2024) Holdings 38 stocks · $889.7M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 SPOT Spotify Technology SA 231,542 $61.1M Reduce -23.2% UBER Uber Technologies Inc. 739,920 $57.0M Reduce -23.0% TKO Tko Group Holdings Inc. 653,610 $56.5M Add +12.9% AMZN Amazon.com Inc. 269,341 $48.6M Reduce -21.2% DIS The Walt Disney Co. filed as DISNEY WALT CO 370,515 $45.3M Add +115.5% DASH DoorDash Inc. Class A 306,851 $42.3M Reduce -24.4% GRAB Grab Holdings Ltd. Class A 13,060,748 $41.0M Add +3.1% QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 732,064 $38.5M Reduce -24.9% FIVN FIVE9 Inc. 613,066 $38.1M Add +13.2% META Meta Platforms Inc. Class A 78,308 $38.0M Add +4.6% DKNG Draftkings Inc. Class A 836,100 $38.0M Reduce -16.0% KDP Keurig Dr Pepper Inc. 1,208,443 $37.1M Add +2.6% WH Wyndham Hotels & Resorts Inc. 462,926 $35.5M Reduce -0.2% WAB Wabtec Corp. 229,735 $33.5M Reduce -3.9% MELI MercadoLibre Inc. 20,479 $31.0M New SMAR Smartsheet Inc. Class A 770,307 $29.7M Add +10.2% VRNS Varonis Systems Inc. 628,100 $29.6M Add +0.1% BLMN Bloomin' Brands Inc. 1,009,379 $28.9M Reduce -14.1% AVDX Avidxchange Holdings Inc. 2,164,143 $28.5M Add +14.7% CHTR Charter Communications Inc. Class A 96,925 $28.2M Reduce -12.6% YUMC Yum China Holdings Inc. 602,618 $24.0M Add +12.6% FIVE Five Below 92,951 $16.9M Reduce -33.5% TNL Travel + Leisure Co. 266,503 $13.0M Add +1.7% LGF.B Lions Gate Entertainment-B 1,325,933 $12.3M New LIONS GATE ENTMNT CORP 928,340 $9.2M New VAC Marriott Vacations World 52,242 $5.6M New SKX Skechers USA Inc. Class A 78,721 $4.8M Add +9.8% CPNG Coupang Inc. 126,692 $2.3M Add +118.5% EMN Eastman Chemical Co. 22,286 $2.2M New APD Air Products & Chemicals Inc. 8,355 $2.0M Reduce -93.2% PGR Progressive Corp. 8,596 $1.8M Add +99.0% PG The Procter & Gamble Co. 10,252 $1.7M Add +75.8% GOOGL Alphabet Inc. Class A 9,415 $1.4M Add +76.1% RY Royal Bank of Canada 13,429 $1.4M Add +71.8% EVR Evercore Inc. Class A 6,968 $1.3M Add +93.5% MA Mastercard Inc. Class A 2,746 $1.3M Add +113.9% V Visa Inc. Class A 4,612 $1.3M Add +122.7% PANW Palo Alto Networks Inc. 3,148 $894K Reduce -97.6%
Options reported separately and not counted above: KDP calls ($28.3M), FIVN calls ($4.7M), AMZN calls ($3.4M), TSLA puts ($897K).
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ PANW Palo Alto Networks Inc. Reduce -97.6% 0.10% −4.28 APD Air Products & Chemicals Inc. Reduce -93.2% 0.23% −3.62 CHTR Charter Communications Inc. Class A Reduce -12.6% 3.17% −1.76 FIVE Five Below Reduce -33.5% 1.90% −1.51 BLMN Bloomin' Brands Inc. Reduce -14.1% 3.25% −0.53 QTWO Q2 Holdings Inc. Reduce -24.9% 4.32% −0.51 AMZN Amazon.com Inc. Reduce -21.2% 5.46% −0.47 UBER Uber Technologies Inc. Reduce -23.0% 6.40% −0.36 WH Wyndham Hotels & Resorts Inc. Reduce -0.2% 3.99% −0.27 MSFT Microsoft Corp. Sold out 0.00% −0.09 EL Estee Lauder Companies Class A Sold out 0.00% −0.05 GOOS Canada Goose Holdings Inc. Sold out 0.00% −0.04 PYPL PayPal Holdings Inc. Sold out 0.00% −0.04 DASH DoorDash Inc. Class A Reduce -24.4% 4.75% +0.16 DKNG Draftkings Inc. Class A Reduce -16.0% 4.27% +0.26 WAB Wabtec Corp. Reduce -3.9% 3.76% +0.29 SPOT Spotify Technology SA Reduce -23.2% 6.87% +0.39
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ MELI MercadoLibre Inc. New 3.48% +3.48 DIS The Walt Disney Co. Add +115.5% 5.10% +3.32 LGF.B Lions Gate Entertainment-B New 1.39% +1.39 META Meta Platforms Inc. Class A Add +4.6% 4.27% +1.25 LIONS GATE ENTMNT CORP New 1.04% +1.04 TKO Tko Group Holdings Inc. Add +12.9% 6.35% +0.95 VAC Marriott Vacations World New 0.63% +0.63 AVDX Avidxchange Holdings Inc. Add +14.7% 3.20% +0.53 TNL Travel + Leisure Co. Add +1.7% 1.47% +0.30 EMN Eastman Chemical Co. New 0.25% +0.25 CPNG Coupang Inc. Add +118.5% 0.25% +0.15 PGR Progressive Corp. Add +99.0% 0.20% +0.12 YUMC Yum China Holdings Inc. Add +12.6% 2.70% +0.10 PG The Procter & Gamble Co. Add +75.8% 0.19% +0.09 MA Mastercard Inc. Class A Add +113.9% 0.15% +0.09 VRNS Varonis Systems Inc. Add +0.1% 3.33% +0.08 V Visa Inc. Class A Add +122.7% 0.14% +0.08 EVR Evercore Inc. Class A Add +93.5% 0.15% +0.08 GOOGL Alphabet Inc. Class A Add +76.1% 0.16% +0.07 RY Royal Bank of Canada Add +71.8% 0.15% +0.06 SKX Skechers USA Inc. Class A Add +9.8% 0.54% +0.03 GRAB Grab Holdings Ltd. Class A Add +3.1% 4.61% −0.27 KDP Keurig Dr Pepper Inc. Add +2.6% 4.17% −0.32 SMAR Smartsheet Inc. Class A Add +10.2% 3.33% −0.49 FIVN FIVE9 Inc. Add +13.2% 4.28% −0.59
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ KDP Keurig Dr Pepper Inc. call New 921,400 $28.3M FIVN FIVE9 Inc. call New 75,000 $4.7M AMZN Amazon.com Inc. call Reduce -73.7% 18,600 $3.4M TSLA Tesla Inc. put New 5,100 $897K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 58 $3.5B VRNS, SMTC, LYV, SPOT, MKSI Q1 2026 57 $3.1B SPOT, TKO, LYV, LITE, DASH Q4 2025 68 $3.9B SPOT, DASH, TKO, QTWO, WING Q3 2025 39 $969.0M WBD, GRAB, DASH, SPOT, TKO Q2 2025 43 $1.0B SPOT, DASH, TKO, DIS, GRAB Q1 2025 44 $815.9M TKO, SPOT, GRAB, DASH, DIS Q4 2024 44 $953.1M GRAB, TKO, SPOT, AMZN, ROKU Q3 2024 39 $885.3M SPOT, TKO, GRAB, AMZN, MELI Q2 2024 39 $877.9M SPOT, TKO, UBER, AMZN, GRAB Q1 2024 38 $889.7M SPOT, UBER, TKO, AMZN, DIS