Tremblant Capital Group
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Tremblant Capital Group reported 39 stock positions worth $877.9 million. Its top holding was Spotify Technology (SPOT) at 7.1% of the portfolio, followed by Tko (TKO, 6.9%) and Uber Technologies (UBER, 6.3%). Compared with Q1 2024, it opened 3 new positions, sold out of 2, added to 19 and reduced 17. The biggest buy was Alphabet Class A (GOOGL, shares +2368%) and the biggest sale Meta Platforms Class A (META, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- WEST PALM BEACH, FL
- CIK
- 0001353312
- Portfolio Value
- $877.9M (Q2 2024)
- SEC Filing
- 0001214659-24-014592 ↗ filed Aug 14, 2024
Holdings Value
Holdings 39 stocks · $877.9M
| SPOT Spotify Technology SA | 7.08% | 198,167 | $62.2M | Reduce -14.4% |
| TKO Tko Group Holdings Inc. | 6.87% | 558,460 | $60.3M | Reduce -14.6% |
| UBER Uber Technologies Inc. | 6.34% | 765,286 | $55.6M | Add +3.4% |
| AMZN Amazon.com Inc. | 5.86% | 266,152 | $51.4M | Reduce -1.2% |
| GRAB Grab Holdings Ltd. Class A | 5.62% | 13,892,011 | $49.3M | Add +6.4% |
| GOOGL Alphabet Inc. Class A | 4.82% | 232,404 | $42.3M | Add +2368.4% |
| MELI MercadoLibre Inc. | 4.49% | 23,992 | $39.4M | Add +17.1% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 4.10% | 597,056 | $36.0M | Reduce -18.4% |
| DKNG Draftkings Inc. Class A | 4.01% | 923,369 | $35.2M | Add +10.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.92% | 346,897 | $34.4M | Reduce -6.4% |
| WH Wyndham Hotels & Resorts Inc. | 3.88% | 460,843 | $34.1M | Reduce -0.5% |
| KDP Keurig Dr Pepper Inc. | 3.74% | 982,427 | $32.8M | Reduce -18.7% |
| SMAR Smartsheet Inc. Class A | 3.49% | 695,023 | $30.6M | Reduce -9.8% |
| DASH DoorDash Inc. Class A | 3.39% | 273,625 | $29.8M | Reduce -10.8% |
| VRNS Varonis Systems Inc. | 3.28% | 600,234 | $28.8M | Reduce -4.4% |
| CHTR Charter Communications Inc. Class A | 3.19% | 93,763 | $28.0M | Reduce -3.3% |
| AVDX Avidxchange Holdings Inc. | 2.98% | 2,170,114 | $26.2M | Add +0.3% |
| PANW Palo Alto Networks Inc. | 2.93% | 75,896 | $25.7M | Add +2310.9% |
| FIVN FIVE9 Inc. | 2.88% | 573,440 | $25.3M | Reduce -6.5% |
| WAB Wabtec Corp. | 2.30% | 127,628 | $20.2M | Reduce -44.5% |
| YUMC Yum China Holdings Inc. | 2.20% | 625,881 | $19.3M | Add +3.9% |
| CPNG Coupang Inc. | 1.97% | 823,641 | $17.3M | Add +550.1% |
| SBUX Starbucks Corp. | 1.87% | 210,994 | $16.4M | New |
| MBLY Mobileye Global Inc. Class A | 1.78% | 557,714 | $15.7M | New |
| LGF.B Lions Gate Entertainment-B | 1.13% | 1,161,467 | $10.0M | Reduce -12.4% |
| LIONS GATE ENTMNT CORP | 1.00% | 928,105 | $8.7M | Reduce -0.0% |
| VAC Marriott Vacations World | 0.93% | 93,858 | $8.2M | Add +79.7% |
| FIVE Five Below | 0.74% | 59,634 | $6.5M | Reduce -35.8% |
| SKX Skechers USA Inc. Class A | 0.63% | 80,507 | $5.6M | Add +2.3% |
| APD Air Products & Chemicals Inc. | 0.37% | 12,503 | $3.2M | Add +49.6% |
| PG The Procter & Gamble Co. | 0.33% | 17,316 | $2.9M | Add +68.9% |
| PGR Progressive Corp. | 0.29% | 12,279 | $2.6M | Add +42.9% |
| EMN Eastman Chemical Co. | 0.29% | 25,820 | $2.5M | Add +15.9% |
| META Meta Platforms Inc. Class A | 0.26% | 4,439 | $2.2M | Reduce -94.3% |
| EVR Evercore Inc. Class A | 0.25% | 10,651 | $2.2M | Add +52.9% |
| RY Royal Bank of Canada | 0.24% | 19,926 | $2.1M | Add +48.4% |
| MA Mastercard Inc. Class A | 0.20% | 4,028 | $1.8M | Add +46.7% |
| V Visa Inc. Class A | 0.20% | 6,542 | $1.7M | Add +41.9% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.14% | 11,603 | $1.2M | New |
Options reported separately and not counted above: KDP calls ($39.3M), UBER calls ($6.5M).
Portfolio Sells Q1 2024 → Q2 2024
| META Meta Platforms Inc. Class A | Reduce -94.3% | 0.26% | −4.02 |
| BLMN Bloomin' Brands Inc. | Sold out | 0.00% | −3.25 |
| TNL Travel + Leisure Co. | Sold out | 0.00% | −1.47 |
| WAB Wabtec Corp. | Reduce -44.5% | 2.30% | −1.46 |
| FIVN FIVE9 Inc. | Reduce -6.5% | 2.88% | −1.40 |
| DASH DoorDash Inc. Class A | Reduce -10.8% | 3.39% | −1.36 |
| DIS The Walt Disney Co. | Reduce -6.4% | 3.92% | −1.17 |
| FIVE Five Below | Reduce -35.8% | 0.74% | −1.15 |
| KDP Keurig Dr Pepper Inc. | Reduce -18.7% | 3.74% | −0.43 |
| LGF.B Lions Gate Entertainment-B | Reduce -12.4% | 1.13% | −0.25 |
| QTWO Q2 Holdings Inc. | Reduce -18.4% | 4.10% | −0.22 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -0.5% | 3.88% | −0.11 |
| VRNS Varonis Systems Inc. | Reduce -4.4% | 3.28% | −0.05 |
| LIONS GATE ENTMNT CORP | Reduce -0.0% | 1.00% | −0.04 |
| CHTR Charter Communications Inc. Class A | Reduce -3.3% | 3.19% | +0.03 |
| SMAR Smartsheet Inc. Class A | Reduce -9.8% | 3.49% | +0.16 |
| SPOT Spotify Technology SA | Reduce -14.4% | 7.08% | +0.21 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 5.86% | +0.40 |
| TKO Tko Group Holdings Inc. | Reduce -14.6% | 6.87% | +0.52 |
Portfolio Buys Q1 2024 → Q2 2024
| GOOGL Alphabet Inc. Class A | Add +2368.4% | 4.82% | +4.66 |
| PANW Palo Alto Networks Inc. | Add +2310.9% | 2.93% | +2.83 |
| SBUX Starbucks Corp. | New | 1.87% | +1.87 |
| MBLY Mobileye Global Inc. Class A | New | 1.78% | +1.78 |
| CPNG Coupang Inc. | Add +550.1% | 1.97% | +1.71 |
| MELI MercadoLibre Inc. | Add +17.1% | 4.49% | +1.01 |
| GRAB Grab Holdings Ltd. Class A | Add +6.4% | 5.62% | +1.01 |
| VAC Marriott Vacations World | Add +79.7% | 0.93% | +0.30 |
| EL Estee Lauder Companies Class A | New | 0.14% | +0.14 |
| APD Air Products & Chemicals Inc. | Add +49.6% | 0.37% | +0.14 |
| PG The Procter & Gamble Co. | Add +68.9% | 0.33% | +0.14 |
| EVR Evercore Inc. Class A | Add +52.9% | 0.25% | +0.10 |
| SKX Skechers USA Inc. Class A | Add +2.3% | 0.63% | +0.09 |
| PGR Progressive Corp. | Add +42.9% | 0.29% | +0.09 |
| RY Royal Bank of Canada | Add +48.4% | 0.24% | +0.09 |
| MA Mastercard Inc. Class A | Add +46.7% | 0.20% | +0.05 |
| V Visa Inc. Class A | Add +41.9% | 0.20% | +0.05 |
| EMN Eastman Chemical Co. | Add +15.9% | 0.29% | +0.04 |
| UBER Uber Technologies Inc. | Add +3.4% | 6.34% | −0.07 |
| AVDX Avidxchange Holdings Inc. | Add +0.3% | 2.98% | −0.22 |
| DKNG Draftkings Inc. Class A | Add +10.4% | 4.01% | −0.25 |
| YUMC Yum China Holdings Inc. | Add +3.9% | 2.20% | −0.50 |
Options Activity Q1 2024 → Q2 2024
| KDP Keurig Dr Pepper Inc. | call | Add +27.8% | 1,177,100 | $39.3M |
| UBER Uber Technologies Inc. | call | New | 89,700 | $6.5M |
| FIVN FIVE9 Inc. | call | Sold out | 75,000 | $4.7Mbefore exit |
| AMZN Amazon.com Inc. | call | Sold out | 18,600 | $3.4Mbefore exit |
| TSLA Tesla Inc. | put | Sold out | 5,100 | $897Kbefore exit |
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 |