Investor Details
| Filer Name: | TREMBLANT CAPITAL GROUP |
|---|---|
| CIK: | 1353312 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 45 |
| Portfolio Value: | $0.95B |
Tremblant Capital Group Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| GRAB | US | GRAB HOLDINGS LTD - CL A | 13,937,392 | $66M | 6.81% | 1.2% | - |
| TKO | US | TKO GROUP HOLDINGS INC | 403,709 | $57M | 5.94% | -16.5% | - |
| SPOT | US | SPOTIFY TECHNOLOGY SA | 124,260 | $56M | 5.76% | -24.1% | - |
| AMZN | US | AMAZON.COM INC | 205,325 | $45M | 4.67% | -79.3% | - |
| ROKU | US | ROKU INC | 581,383 | $43M | 4.48% | 100.0% | - |
| MELI | US | MERCADOLIBRE INC | 23,623 | $40M | 4.16% | 0.5% | - |
| DASH | US | DOORDASH INC - A | 233,279 | $39M | 4.05% | -22.4% | - |
| SKX | US | SKECHERS USA INC-CL A | 516,007 | $35M | 3.59% | 0.5% | - |
| AVDX | US | AVIDXCHANGE HOLDINGS INC | 3,231,149 | $33M | 3.46% | 2.3% | - |
| UBER | US | UBER TECHNOLOGIES INC | 548,183 | $33M | 3.42% | 669.9% | - |
| DKNG | US | DRAFTKINGS INC-CL A | 868,162 | $32M | 3.34% | -3.7% | - |
| DIS | US | WALT DISNEY CO/THE | 267,018 | $30M | 3.08% | -21.4% | - |
| CHTR | US | CHARTER COMMUNICATIONS INC-A | 85,788 | $29M | 3.05% | -21.0% | - |
| WH | US | WYNDHAM HOTELS & RESORTS INC | 282,178 | $28M | 2.95% | -7.7% | - |
| VRNS | US | VARONIS SYSTEMS INC | 598,271 | $27M | 2.75% | 2.3% | - |
| FIVN | US | FIVE9 INC | 654,174 | $27M | 2.75% | 24.3% | - |
| MNDY | US | MONDAY.COM LTD | 110,562 | $26M | 2.70% | 100.0% | - |
| KDP | US | KEURIG DR PEPPER INC | 741,215 | $24M | 2.47% | 686.9% | - |
| CPNG | US | COUPANG INC | 1,076,311 | $24M | 2.45% | 44.8% | - |
| VSCO | US | VICTORIA'S SECRET & CO | 550,135 | $23M | 2.36% | 137.1% | - |