Tremblant Capital Group
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Tremblant Capital Group reported 39 stock positions worth $885.3 million. Its top holding was Spotify Technology (SPOT) at 6.8% of the portfolio, followed by Tko (TKO, 6.8%) and Grab Class A (GRAB, 5.9%). Compared with Q2 2024, it opened 4 new positions, sold out of 4, added to 13 and reduced 22. The biggest buy was Skechers USA Class A (SKX, shares +538%) and the biggest sale Uber Technologies (UBER, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- WEST PALM BEACH, FL
- CIK
- 0001353312
- Portfolio Value
- $885.3M (Q3 2024)
- SEC Filing
- 0001214659-24-018939 ↗ filed Nov 14, 2024
Holdings Value
Holdings 39 stocks · $885.3M
| SPOT Spotify Technology SA | 6.82% | 163,749 | $60.3M | Reduce -17.4% |
| TKO Tko Group Holdings Inc. | 6.75% | 483,419 | $59.8M | Reduce -13.4% |
| GRAB Grab Holdings Ltd. Class A | 5.91% | 13,766,778 | $52.3M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 5.78% | 274,500 | $51.1M | Add +3.1% |
| MELI MercadoLibre Inc. | 5.45% | 23,505 | $48.2M | Reduce -2.0% |
| DASH DoorDash Inc. Class A | 4.84% | 300,432 | $42.9M | Add +9.8% |
| SMAR Smartsheet Inc. Class A | 4.23% | 676,729 | $37.5M | Reduce -2.6% |
| UBER Uber Technologies Inc. | 4.18% | 492,914 | $37.0M | Reduce -35.6% |
| DKNG Draftkings Inc. Class A | 3.99% | 901,692 | $35.3M | Reduce -2.4% |
| CHTR Charter Communications Inc. Class A | 3.97% | 108,546 | $35.2M | Add +15.8% |
| SKX Skechers USA Inc. Class A | 3.88% | 513,256 | $34.3M | Add +537.5% |
| KDP Keurig Dr Pepper Inc. | 3.77% | 890,033 | $33.4M | Reduce -9.4% |
| VRNS Varonis Systems Inc. | 3.73% | 584,971 | $33.1M | Reduce -2.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.69% | 339,874 | $32.7M | Reduce -2.0% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 3.60% | 399,078 | $31.8M | Reduce -33.2% |
| GOOGL Alphabet Inc. Class A | 3.35% | 178,929 | $29.7M | Reduce -23.0% |
| WAB Wabtec Corp. | 3.15% | 153,460 | $27.9M | Add +20.2% |
| AVDX Avidxchange Holdings Inc. | 2.89% | 3,157,347 | $25.6M | Add +45.5% |
| WH Wyndham Hotels & Resorts Inc. | 2.70% | 305,825 | $23.9M | Reduce -33.6% |
| PANW Palo Alto Networks Inc. | 2.68% | 69,402 | $23.7M | Reduce -8.6% |
| CPNG Coupang Inc. | 2.06% | 743,287 | $18.2M | Reduce -9.8% |
| YUMC Yum China Holdings Inc. | 1.98% | 390,205 | $17.6M | Reduce -37.7% |
| FIVN FIVE9 Inc. | 1.71% | 526,195 | $15.1M | Reduce -8.2% |
| BIDU Baidu Inc. - Spon ADR | 1.48% | 124,737 | $13.1M | New |
| NCNO Ncino Inc. | 1.31% | 367,210 | $11.6M | New |
| LGF.B Lions Gate Entertainment-B | 0.81% | 1,039,412 | $7.2M | Reduce -10.5% |
| LIONS GATE ENTMNT CORP | 0.71% | 797,305 | $6.2M | Reduce -14.1% |
| VSXY Victoria's Secret & Co. | 0.67% | 232,055 | $6.0M | New |
| TCOM Trip.com Group Ltd.-ADR | 0.62% | 92,951 | $5.5M | New |
| FIVE Five Below | 0.47% | 46,674 | $4.1M | Reduce -21.7% |
| APD Air Products & Chemicals Inc. | 0.42% | 12,576 | $3.7M | Add +0.6% |
| PG The Procter & Gamble Co. | 0.37% | 18,737 | $3.2M | Add +8.2% |
| EMN Eastman Chemical Co. | 0.35% | 27,948 | $3.1M | Add +8.2% |
| EVR Evercore Inc. Class A | 0.33% | 11,517 | $2.9M | Add +8.1% |
| META Meta Platforms Inc. Class A | 0.31% | 4,802 | $2.7M | Add +8.2% |
| PGR Progressive Corp. | 0.30% | 10,340 | $2.6M | Reduce -15.8% |
| RY Royal Bank of Canada | 0.26% | 18,252 | $2.3M | Reduce -8.4% |
| MA Mastercard Inc. Class A | 0.24% | 4,358 | $2.2M | Add +8.2% |
| V Visa Inc. Class A | 0.22% | 7,072 | $1.9M | Add +8.1% |
Options reported separately and not counted above: KRE puts ($9.9M), UBER calls ($5.4M), KDP calls ($3.5M), SMAR calls ($2.3M), TSLA puts ($2.3M).
Portfolio Sells Q2 2024 → Q3 2024
| UBER Uber Technologies Inc. | Reduce -35.6% | 4.18% | −2.15 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −1.87 |
| MBLY Mobileye Global Inc. Class A | Sold out | 0.00% | −1.78 |
| GOOGL Alphabet Inc. Class A | Reduce -23.0% | 3.35% | −1.47 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -33.6% | 2.70% | −1.19 |
| FIVN FIVE9 Inc. | Reduce -8.2% | 1.71% | −1.17 |
| VAC Marriott Vacations World | Sold out | 0.00% | −0.93 |
| QTWO Q2 Holdings Inc. | Reduce -33.2% | 3.60% | −0.51 |
| LGF.B Lions Gate Entertainment-B | Reduce -10.5% | 0.81% | −0.32 |
| LIONS GATE ENTMNT CORP | Reduce -14.1% | 0.71% | −0.29 |
| FIVE Five Below | Reduce -21.7% | 0.47% | −0.27 |
| SPOT Spotify Technology SA | Reduce -17.4% | 6.82% | −0.27 |
| PANW Palo Alto Networks Inc. | Reduce -8.6% | 2.68% | −0.25 |
| DIS The Walt Disney Co. | Reduce -2.0% | 3.69% | −0.23 |
| YUMC Yum China Holdings Inc. | Reduce -37.7% | 1.98% | −0.21 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.14 |
| TKO Tko Group Holdings Inc. | Reduce -13.4% | 6.75% | −0.11 |
| DKNG Draftkings Inc. Class A | Reduce -2.4% | 3.99% | −0.02 |
| PGR Progressive Corp. | Reduce -15.8% | 0.30% | +0.01 |
| RY Royal Bank of Canada | Reduce -8.4% | 0.26% | +0.02 |
| KDP Keurig Dr Pepper Inc. | Reduce -9.4% | 3.77% | +0.03 |
| CPNG Coupang Inc. | Reduce -9.8% | 2.06% | +0.10 |
| GRAB Grab Holdings Ltd. Class A | Reduce -0.9% | 5.91% | +0.29 |
| VRNS Varonis Systems Inc. | Reduce -2.5% | 3.73% | +0.45 |
| SMAR Smartsheet Inc. Class A | Reduce -2.6% | 4.23% | +0.74 |
| MELI MercadoLibre Inc. | Reduce -2.0% | 5.45% | +0.96 |
Portfolio Buys Q2 2024 → Q3 2024
| SKX Skechers USA Inc. Class A | Add +537.5% | 3.88% | +3.25 |
| BIDU Baidu Inc. - Spon ADR | New | 1.48% | +1.48 |
| DASH DoorDash Inc. Class A | Add +9.8% | 4.84% | +1.45 |
| NCNO Ncino Inc. | New | 1.31% | +1.31 |
| WAB Wabtec Corp. | Add +20.2% | 3.15% | +0.85 |
| CHTR Charter Communications Inc. Class A | Add +15.8% | 3.97% | +0.78 |
| VSXY Victoria's Secret & Co. | New | 0.67% | +0.67 |
| TCOM Trip.com Group Ltd.-ADR | New | 0.62% | +0.62 |
| EVR Evercore Inc. Class A | Add +8.1% | 0.33% | +0.08 |
| EMN Eastman Chemical Co. | Add +8.2% | 0.35% | +0.07 |
| META Meta Platforms Inc. Class A | Add +8.2% | 0.31% | +0.06 |
| APD Air Products & Chemicals Inc. | Add +0.6% | 0.42% | +0.06 |
| PG The Procter & Gamble Co. | Add +8.2% | 0.37% | +0.04 |
| MA Mastercard Inc. Class A | Add +8.2% | 0.24% | +0.04 |
| V Visa Inc. Class A | Add +8.1% | 0.22% | +0.02 |
| AMZN Amazon.com Inc. | Add +3.1% | 5.78% | −0.08 |
| AVDX Avidxchange Holdings Inc. | Add +45.5% | 2.89% | −0.09 |
Options Activity Q2 2024 → Q3 2024
| KRE SS SPDR S&P Regional Bank | put | New | 175,100 | $9.9M |
| UBER Uber Technologies Inc. | call | Reduce -20.6% | 71,200 | $5.4M |
| KDP Keurig Dr Pepper Inc. | call | Reduce -92.0% | 94,200 | $3.5M |
| SMAR Smartsheet Inc. Class A | call | New | 42,100 | $2.3M |
| TSLA Tesla Inc. | put | New | 8,900 | $2.3M |
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 |