TC
| |
TREMBLANT CAPITAL GROUP13F | |
| TREMBLANT CAPITAL GROUP | |
| Last update 2025-05-15 | 46 Stocks (4 new) |
| Value $890.00 Mil | Turnover 12 % |
TREMBLANT CAPITAL GROUP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY
PUT
| SPDR S&P 500 ETF Trust | 128,200 | 71,713.8 | 0% | 8.060 | 0% | 0.010 | +23.32% | +6.45% | 637,856.3 | ||
TKO | TKO Group Holdings Inc | 308,921 | 47,206.2 | -23.48% | 5.300 | -1.39% | 0.380 | +24.55% | +24.07% | 14,341.0 | Media - Diversified | |
SPOT | Spotify Technology SA | 84,905 | 46,700.3 | -31.67% | 5.250 | -1.82% | 0.040 | +40.80% | +63.33% | 149,836.7 | Interactive Media | |
GRAB | Grab Holdings Ltd | 9,794,591 | 44,369.5 | -29.72% | 4.990 | -2.02% | 0.240 | +42.53% | +5.08% | 20,455.0 | Software | |
DASH | DoorDash Inc | 227,245 | 41,533.6 | -2.59% | 4.670 | -0.10% | 0.050 | +47.32% | +46.05% | 103,817.3 | Retail - Cyclical | |
DIS | The Walt Disney Co | 407,120 | 40,182.7 | +52.47% | 4.510 | +1.55% | 0.020 | +48.16% | +10.83% | 220,925.0 | Media - Diversified | |
CHTR | Charter Communications Inc | 97,962 | 36,101.9 | +14.19% | 4.060 | +0.50% | 0.070 | +22.95% | +19.40% | 62,395.7 | Telecommunication Services | |
MELI | MercadoLibre Inc | 17,851 | 34,825.0 | -24.43% | 3.910 | -1.02% | 0.040 | +38.54% | +46.23% | 126,059.0 | Retail - Cyclical | |
AMZN | Amazon.com Inc | 165,457 | 31,479.8 | -19.42% | 3.540 | -0.91% | 0.000 | +27.34% | +1.72% | 2,369,251.4 | Retail - Cyclical | |
AVDX | AvidXchange Holdings Inc | 3,396,880 | 28,805.5 | +5.13% | 3.240 | +0.16% | 1.650 | +32.26% | -4.84% | 2,031.4 | Software |
TREMBLANT CAPITAL GROUP's Historical Top Holdings Breakdowns
TREMBLANT CAPITAL GROUP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
WBD | Warner Bros. Discovery Inc | 2025-03-31 | New Buy New Buy | +2.27% | 9.47 ($10.46) 11.46 | $11.08 | 5.93% | New holding | 1,881,636 | 1,881,636 | |
WING | Wingstop Inc | 2025-03-31 | New Buy New Buy | +2.24% | 207 ($260.1) 311.93 | $325.72 | 25.23% | New holding | 88,352 | 88,352 | |
GRAB | Grab Holdings Ltd | 2025-03-31 | Reduce Reduce | -2.02% | 4.12 ($4.67) 5.34 | $4.97 | 6.53% | Reduce -29.72% | 9,794,591 | -4,142,801 | |
SPOT | Spotify Technology SA | 2025-03-31 | Reduce Reduce | -1.82% | 457.79 ($558.87) 648.32 | $730.10 | 30.64% | Reduce -31.67% | 84,905 | -39,355 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -1.81% | 154.33 ($181.36) 206.38 | $176.16 | -2.86% | Reduce -90.72% | 9,468 | -92,558 | |
WH | Wyndham Hotels & Resorts Inc | 2025-03-31 | Reduce Reduce | -1.70% | 87.72 ($101.42) 111.91 | $84.09 | -17.09% | Reduce -57.66% | 119,470 | -162,708 | |
ONON | On Holding AG | 2025-03-31 | Sold Out Sold Out | -1.57% | 43.92 ($52.56) 63.62 | $53.80 | 2.36% | Sold Out | 0 | -276,571 | |
ROKU | Roku Inc | 2025-03-31 | Reduce Reduce | -1.56% | 67.36 ($80.02) 99.07 | $87.85 | 9.79% | Reduce -34.82% | 378,918 | -202,465 | |
DIS | The Walt Disney Co | 2025-03-31 | Add Add | +1.55% | 96.87 ($107.47) 114 | $122.99 | 14.44% | Add 52.47% | 407,120 | 140,102 | |
UBER | Uber Technologies Inc | 2025-03-31 | Reduce Reduce | -1.47% | 63.17 ($72.04) 81.49 | $96.30 | 33.67% | Reduce -43.05% | 312,188 | -235,995 |
TREMBLANT CAPITAL GROUP Total Holding History ($B)
TREMBLANT CAPITAL GROUP's Asset Allocation
TREMBLANT CAPITAL GROUP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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TREMBLANT CAPITAL GROUP's Hypothetical Growth since 2025-03-31
TREMBLANT CAPITAL GROUP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
TREMBLANT CAPITAL GROUP's Holdings Heat Map
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TREMBLANT CAPITAL GROUP's Holdings Bubble Chart
TREMBLANT CAPITAL GROUP News
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