TREMBLANT CAPITAL GROUP
data from 30/09/2025
Capitalization
$ 968.952 M
-6.53 %
Performance
$ 4.357 B
210 523.65 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | WBD | WARNER BROS DISCOVERY INC | 6.12% | 59.299 M $ | 3036282 | 2025/03/31 | 27.277 M $ | 70.42 % |
| 2025/09/30 | GRAB | GRAB HOLDINGS LIMITED | 5.94% | 57.593 M $ | 9567004 | 2022/03/31 | 9.630 M $ | 19.68 % |
| 2025/09/30 | DASH | DOORDASH INC | 5.53% | 53.593 M $ | 197039 | 2021/03/31 | 5.674 M $ | 10.34 % |
| 2025/09/30 | SPOT | SPOTIFY TECHNOLOGY S A | 5.39% | 52.226 M $ | 74822 | 2018/06/30 | -5.482 M $ | -9.04 % |
| 2025/09/30 | TKO | TKO GROUP HOLDINGS INC | 5.20% | 50.386 M $ | 249486 | 2023/09/30 | 5.571 M $ | 11.00 % |
| 2025/09/30 | DIS | DISNEY WALT CO | 4.43% | 42.934 M $ | 374966 | 2023/12/31 | -3.806 M $ | -7.67 % |
| 2025/09/30 | CPNG | COUPANG INC | 4.27% | 41.333 M $ | 1283619 | 2022/12/31 | 3.178 M $ | 7.48 % |
| 2025/09/30 | ROKU | ROKU INC | 3.95% | 38.289 M $ | 382391 | 2024/12/31 | 6.671 M $ | 13.93 % |
| 2025/09/30 | UBER | UBER TECHNOLOGIES INC | 3.82% | 36.973 M $ | 377390 | 2021/03/31 | 1.701 M $ | 5.01 % |
| 2025/09/30 | MELI | MERCADOLIBRE INC | 3.69% | 35.797 M $ | 15318 | 2024/03/31 | -4.029 M $ | -10.59 % |
| 2025/09/30 | MNDY | MONDAY COM LTD | 3.51% | 34.057 M $ | 175831 | 2024/12/31 | -13.314 M $ | -38.41 % |
| 2025/09/30 | LYV | LIVE NATION ENTERTAINMENT IN | 3.46% | 33.549 M $ | 205319 | 2025/06/30 | 2.251 M $ | 8.01 % |
| 2025/09/30 | WING | WINGSTOP INC | 3.16% | 30.625 M $ | 121681 | 2025/03/31 | -11.028 M $ | -25.26 % |
| 2025/09/30 | CYBR | CYBERARK SOFTWARE LTD | 3.00% | 29.086 M $ | 60201 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SBUX | STARBUCKS CORP | 2.90% | 28.115 M $ | 332334 | 2025/06/30 | -2.513 M $ | -7.67 % |
| 2025/09/30 | SHOP | SHOPIFY INC | 2.79% | 27.060 M $ | 182089 | 2025/06/30 | 10.001 M $ | 28.83 % |
| 2025/09/30 | CMG | CHIPOTLE MEXICAN GRILL INC | 2.71% | 26.229 M $ | 669287 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VRNS | VARONIS SYS INC | 2.68% | 25.926 M $ | 451125 | 2019/03/31 | 4.393 M $ | 13.24 % |
| 2025/09/30 | QTWO | Q2 HLDGS INC | 2.67% | 25.853 M $ | 357132 | 2018/12/31 | -6.626 M $ | -22.65 % |
| 2025/09/30 | DKNG | DRAFTKINGS INC NEW | 2.42% | 23.489 M $ | 628054 | 2023/09/30 | -3.233 M $ | -12.80 % |
| 2025/09/30 | BBWI | BATH & BODY WORKS INC | 2.33% | 22.531 M $ | 874639 | 2024/12/31 | -3.293 M $ | -14.02 % |
| 2025/09/30 | VSCO | VICTORIAS SECRET AND CO | 2.04% | 19.773 M $ | 728571 | 2024/09/30 | 6.444 M $ | 46.54 % |
| 2025/09/30 | CSGP | COSTAR GROUP INC | 1.97% | 19.062 M $ | 225928 | 2024/12/31 | 793.527 K $ | 4.94 % |
| 2025/09/30 | GLBE | GLOBAL E ONLINE LTD | 1.95% | 18.864 M $ | 527519 | 2025/06/30 | 1.088 M $ | 6.62 % |
| 2025/09/30 | NCNO | NCINO INC | 1.85% | 17.927 M $ | 661277 | 2024/09/30 | -405.457 K $ | -3.07 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 1.72% | 16.621 M $ | 75700 | 2012/06/30 | 26.914 K $ | 0.08 % |
| 2025/09/30 | CHTR | CHARTER COMMUNICATIONS INC N | 1.67% | 16.208 M $ | 58916 | 2020/03/31 | -9.208 M $ | -32.70 % |
| 2025/09/30 | FIVN | FIVE9 INC | 1.62% | 15.655 M $ | 646883 | 2021/09/30 | -1.486 M $ | -8.61 % |
| 2025/09/30 | WAB | WABTEC | 1.36% | 13.218 M $ | 65936 | 2022/12/31 | -811.045 K $ | -4.24 % |
| 2025/09/30 | WH | WYNDHAM HOTELS & RESORTS INC | 1.21% | 11.747 M $ | 147021 | 2018/06/30 | -191.064 K $ | -1.61 % |
| 2025/09/30 | LION | LIONSGATE STUDIOS CORP | 1.12% | 10.892 M $ | 1578587 | 2025/06/30 | 1.951 M $ | 18.76 % |
| 2025/09/30 | CFLT | CONFLUENT INC | 0.64% | 6.192 M $ | 312702 | 2025/03/31 | -2.897 M $ | -20.58 % |
| 2025/09/30 | PGR | PROGRESSIVE CORP | 0.53% | 5.089 M $ | 20609 | 2022/09/30 | -267.212 K $ | -7.46 % |
| 2025/09/30 | EVR | EVERCORE INC | 0.52% | 5.029 M $ | 14909 | 2022/12/31 | 1.170 M $ | 24.92 % |
| 2025/09/30 | MTCH | MATCH GROUP INC NEW | 0.49% | 4.746 M $ | 134368 | 2024/12/31 | 635.895 K $ | 14.34 % |
| 2025/09/30 | EL | LAUDER ESTEE COS INC | 0.42% | 4.107 M $ | 46605 | 2023/12/31 | 483.134 K $ | 9.06 % |
| 2025/09/30 | MA | MASTERCARD INCORPORATED | 0.34% | 3.315 M $ | 5828 | 2022/12/31 | 36.809 K $ | 1.22 % |
| 2025/09/30 | V | VISA INC | 0.33% | 3.242 M $ | 9496 | 2022/12/31 | -119.175 K $ | -3.85 % |
| 2025/09/30 | KDP | KEURIG DR PEPPER INC | 0.24% | 2.323 M $ | 91043 | 2020/03/31 | -2.443 M $ | -22.84 % |
| 2025/09/30 | PG | PROCTER AND GAMBLE CO | 0.00% | 0.000 $ | 0 | 2022/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AVDX | AVIDXCHANGE HOLDINGS INC | 0.00% | 0.000 $ | 0 | 2023/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TSLA | TESLA INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.00% | 0.000 $ | 0 | 2023/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | DIN | DINE BRANDS GLOBAL INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PANW | PALO ALTO NETWORKS INC | 0.00% | 0.000 $ | 0 | 2016/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | PAR | PAR TECHNOLOGY CORP | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |