Reported positions
Quarter-end holdings as filed
Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.
TREMBLANT CAPITAL GROUP
- sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
- $3.1B
- ALL retained default holdings for this (filer, period), including NULL-value ones
- 57
- positions with no comparable holding in the prior quarter (kind new), 2026-03-31
- 5
- positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
- 16
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗
Position changes — into 2026-03-31
by shares · Δ value · filing link · how changes are classified §Period
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Prev value | Curr value | Prev shares | Curr shares | |
|---|---|---|---|---|---|---|---|
position key pos:11788 · issuer key iss:2269 SHS | ADD | −$4.2M | +38,996 | $140M | $136M | 241,449 | 280,445 |
position key pos:15730 · issuer key iss:1746 CL A | TRIM | −$13.3M | −42,387 | $134M | $121M | 640,684 | 598,297 |
position key pos:11796 · issuer key iss:1134 COM | TRIM | +$3.3M | −29,804 | $112M | $115M | 785,031 | 755,227 |
position key pos:17670 · issuer key iss:1145 COM | TRIM | −$2.7M | −145,732 | $110M | $107M | 298,417 | 152,685 |
position key pos:17935 · issuer key iss:599 CL A | ADD | −$33.3M | +81,182 | $135M | $102M | 595,966 | 677,148 |
position key pos:12696 · issuer key iss:1845 COM | ADD | +$7.3M | +245,993 | $86.8M | $94.1M | 1,061,953 | 1,307,946 |
position key pos:15789 · issuer key iss:529 CL A | ADD | −$14.1M | +389,153 | $107M | $93.2M | 4,546,882 | 4,936,035 |
position key pos:18008 · issuer key iss:1572 COM CL A | TRIM | −$16.5M | −28,898 | $107M | $91.0M | 990,118 | 961,220 |
position key pos:14915 · issuer key iss:2124 CLASS A ORD | ADD | −$21.3M | +2,230,659 | $110M | $89.2M | 22,140,776 | 24,371,435 |
position key pos:15842 · issuer key iss:1991 COM | TRIM | +$4.3M | −19,365 | $78.0M | $82.3M | 1,032,055 | 1,012,690 |
position key pos:14429 · issuer key iss:923 COM | TRIM | +$4.9M | −20,244 | $76.7M | $81.6M | 374,175 | 353,931 |
position key pos:14782 · issuer key iss:1406 COM | ADD | +$76.0M | +478,186 | $4.9M | $80.9M | 26,508 | 504,694 |
position key pos:15672 · issuer key iss:1507 COM | TRIM | −$50.3M | −110,721 | $131M | $80.6M | 1,813,697 | 1,702,976 |
position key pos:10882 · issuer key iss:1533 CL A | ADD | −$64.8K | +237,382 | $77.3M | $77.3M | 336,361 | 573,743 |
position key sid:sec:prov:e450ba78a514e6108813f95acb9e7fdb · issuer key cusip6:922280 COM | ADD | −$38.3M | +70,019 | $115M | $76.9M | 3,509,649 | 3,579,668 |
position key pos:10888 · issuer key iss:1155 COM | NEW | +$75.8M | +329,786 | $0 | $75.8M | — | 329,786 |
position key pos:13510 · issuer key iss:444 COM | TRIM | −$26.1M | −392,755 | $100M | $74.3M | 2,713,065 | 2,320,310 |
position key pos:16247 · issuer key iss:1976 COM | TRIM | −$43.7M | −15,970 | $118M | $73.9M | 493,071 | 477,101 |
position key pos:18254 · issuer key iss:289 COM CL A | ADD | +$33.5M | +80,041 | $40.4M | $73.9M | 465,143 | 545,184 |
position key pos:16058 · issuer key iss:118 COM | ADD | −$1.4M | +10,702 | $68.5M | $67.1M | 202,811 | 213,513 |
position key pos:12595 · issuer key iss:1938 COM | TRIM | +$3.3M | −30,275 | $63.6M | $66.9M | 298,133 | 267,858 |
position key pos:16484 · issuer key iss:2304 COM | TRIM | −$18.2M | −61,930 | $84.8M | $66.6M | 303,860 | 241,930 |
position key pos:15737 · issuer key iss:1247 CL A | ADD | +$24.8M | +170,649 | $40.6M | $65.5M | 96,809 | 267,458 |
position key pos:10384 · issuer key iss:52 COM CL A | ADD | −$14.9M | +336,808 | $78.9M | $64.0M | 1,060,440 | 1,397,248 |
position key pos:17225 · issuer key iss:526 COM | TRIM | −$49.2M | −129,933 | $110M | $60.8M | 1,635,964 | 1,506,031 |
position key pos:10499 · issuer key iss:469 CL A COM | ADD | +$23.8M | +107,083 | $36.9M | $60.7M | 187,125 | 294,208 |
position key pos:15350 · issuer key iss:2111 SHS | NEW | +$57.6M | +235,294 | $0 | $57.6M | — | 235,294 |
position key pos:12280 · issuer key iss:218 COM | TRIM | +$1.9M | −35,678 | $50.3M | $52.2M | 291,174 | 255,496 |
position key pos:16012 · issuer key iss:1713 COM | TRIM | +$2.5M | −6,576 | $48.3M | $50.8M | 573,972 | 567,396 |
position key pos:11941 · issuer key iss:1573 COM | TRIM | −$14.2M | −132,673 | $65.0M | $50.7M | 1,082,629 | 949,956 |
position key pos:11590 · issuer key iss:645 COM | TRIM | +$8.2M | −793 | $42.3M | $50.5M | 69,216 | 68,423 |
position key pos:15958 · issuer key iss:1753 COM | ADD | +$5.0M | +36,613 | $45.3M | $50.3M | 120,947 | 157,560 |
position key pos:13890 · issuer key iss:1760 COM | TRIM | +$12.8M | −2,308 | $37.2M | $49.9M | 201,492 | 199,184 |
position key pos:13760 · issuer key iss:2176 SHS | NEW | +$48.6M | +2,596,336 | $0 | $48.6M | — | 2,596,336 |
position key pos:12940 · issuer key iss:1567 COM | TRIM | −$4.8M | −8,736 | $53.2M | $48.4M | 762,548 | 753,812 |
position key pos:15955 · issuer key iss:406 CL A | TRIM | −$19.2M | −12,751 | $59.6M | $40.4M | 141,135 | 128,384 |
position key pos:16368 · issuer key iss:953 COM | TRIM | −$7.9M | −748 | $44.2M | $36.3M | 65,288 | 64,540 |
position key pos:12735 · issuer key iss:209 COM | TRIM | −$18.0M | −10,489 | $53.5M | $35.6M | 94,231 | 83,742 |
position key pos:11150 · issuer key iss:1887 COM | NEW | +$35.0M | +141,607 | $0 | $35.0M | — | 141,607 |
position key pos:15131 · issuer key iss:87 COM | TRIM | −$12.5M | −15,576 | $43.8M | $31.3M | 110,132 | 94,556 |
position key pos:14207 · issuer key iss:973 COM PAR $.01 | TRIM | −$2.2M | −2,013 | $30.6M | $28.4M | 175,650 | 173,637 |
position key pos:12085 · issuer key iss:1284 COM | TRIM | −$63.0M | −1,688,657 | $90.6M | $27.6M | 3,533,706 | 1,845,049 |
position key pos:18178 · issuer key iss:747 COM | NEW | +$26.2M | +139,384 | $0 | $26.2M | — | 139,384 |
position key pos:14351 · issuer key iss:1685 COM | TRIM | −$17.0M | −18,618 | $42.5M | $25.5M | 1,624,973 | 1,606,355 |
position key pos:17095 · issuer key iss:588 COM | TRIM | −$17.4M | −112,640 | $42.8M | $25.4M | 375,835 | 263,195 |
position key pos:11116 · issuer key cusip6:02081G COM NEW | ADD | −$10.3M | +567,087 | $34.2M | $23.8M | 1,624,997 | 2,192,084 |
position key pos:14175 · issuer key iss:95 COM | TRIM | −$3.0M | −2,206 | $26.4M | $23.4M | 114,555 | 112,349 |
position key pos:10534 · issuer key iss:1213 COM | TRIM | −$6.7M | −1,448 | $29.9M | $23.2M | 14,864 | 13,416 |
position key pos:17234 · issuer key iss:981 COM | TRIM | −$8.3M | −1,243 | $30.8M | $22.5M | 108,469 | 107,226 |
position key pos:18191 · issuer key iss:1654 CL A SUB VTG SHS | TRIM | −$9.5M | −22,859 | $26.0M | $16.4M | 161,292 | 138,433 |
position key pos:13463 · issuer key iss:1942 COM SER A | TRIM | −$70.2M | −2,413,518 | $83.7M | $13.5M | 2,904,702 | 491,184 |
position key sid:sec:prov:329f9ca8856a4994587a14e5811018e8 · issuer key cusip6:M7S64H SHS | TRIM | −$85.3M | −490,328 | $96.6M | $11.4M | 654,848 | 164,520 |
position key pos:12256 · issuer key iss:1130 COM | TRIM | −$7.0M | −799,186 | $13.6M | $6.7M | 1,494,393 | 695,207 |
position key pos:14993 · issuer key iss:1196 COM | ADD | +$1.4M | +52,264 | $4.5M | $5.8M | 138,096 | 190,360 |
position key pos:11683 · issuer key iss:1491 COM | ADD | −$561K | +180 | $4.6M | $4.0M | 20,249 | 20,429 |
position key pos:14403 · issuer key iss:693 CLASS A | TRIM | −$45.5M | −132,165 | $49.6M | $4.0M | 145,646 | 13,481 |
position key pos:15383 · issuer key iss:606 COM CL A | ADD | −$2.3M | +1,600 | $6.2M | $3.9M | 179,569 | 181,169 |
| pos:10822 | EXIT‡e | −$20.0M | −103,089 | $20.0M | $0 | 103,089 | — |
| pos:11330 | EXIT‡e | −$4.0M | −198,861 | $4.0M | $0 | 198,861 | — |
| pos:11547 | EXIT‡e | −$82.8M | −185,691 | $82.8M | $0 | 185,691 | — |
| pos:11811 | EXIT‡e | −$27.7M | −1,433,158 | $27.7M | $0 | 1,433,158 | — |
| pos:12213 | EXIT‡e | −$66.0M | −1,678,500 | $66.0M | $0 | 1,678,500 | — |
| pos:12848 | EXIT‡e | −$3.3M | −9,326 | $3.3M | $0 | 9,326 | — |
| pos:13364 | EXIT‡e | −$42.9M | −192,390 | $42.9M | $0 | 192,390 | — |
| pos:14206 | EXIT‡e | −$3.3M | −5,728 | $3.3M | $0 | 5,728 | — |
| pos:14479 | EXIT‡e | −$3.1M | −14,873 | $3.1M | $0 | 14,873 | — |
| pos:14684 | EXIT‡e | −$26.7M | −309,133 | $26.7M | $0 | 309,133 | — |
| pos:15633 | EXIT‡e | −$79.4M | −222,165 | $79.4M | $0 | 222,165 | — |
| pos:16888 | EXIT‡e | −$29.2M | −401,617 | $29.2M | $0 | 401,617 | — |
| pos:17272 | EXIT‡e | −$54.8M | −182,060 | $54.8M | $0 | 182,060 | — |
| pos:17628 | EXIT‡e | −$4.8M | −45,795 | $4.8M | $0 | 45,795 | — |
| sid:sec:prov:e136758421745eef10e0f515e3d2331a | EXIT‡e | −$36.3M | −1,001,365 | $36.3M | $0 | 1,001,365 | — |
| sid:sec:prov:e9cde0a7bf8d0beb389851af217bbe86 | EXIT‡e | −$13.6M | −449,655 | $13.6M | $0 | 449,655 | — |
Flags: no row carries a flag.
1–20 of the 73 changes on this page
Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗
Reported positions — 2026-03-31
1–57 of 57 positions · $3.1B disclosed value over 57 rows · 0 undisclosed-value rowsViewThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
| This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Wt |
|---|---|---|---|---|---|
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SPOTIFY TECHNOLOGY S A · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $136M | 280,445 | 4.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TKO GROUP HOLDINGS INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $121M | 598,297 | 3.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LIVE NATION ENTERTAINMENT IN · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $115M | 755,227 | 3.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LUMENTUM HLDGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $107M | 152,685 | 3.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DOORDASH INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $102M | 677,148 | 3.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | UBER TECHNOLOGIES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $94.1M | 1,307,946 | 3.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COUPANG INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $93.2M | 4,936,035 | 3.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ROKU INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $91.0M | 961,220 | 2.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GRAB HOLDINGS LIMITED · CLASS A ORD CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $89.2M | 24,371,435 | 2.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WYNDHAM HOTELS & RESORTS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $82.3M | 1,012,690 | 2.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HOWMET AEROSPACE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $81.6M | 353,931 | 2.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PALO ALTO NETWORKS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $80.9M | 504,694 | 2.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Q2 HLDGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $80.6M | 1,702,976 | 2.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | REDDIT INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $77.3M | 573,743 | 2.5% | |
| — | VARONIS SYS INC · COM CUSIP 922280102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $76.9M | 3,579,668 | 2.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MKS INC. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $75.8M | 329,786 | 2.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CHIPOTLE MEXICAN GRILL INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $74.3M | 2,320,310 | 2.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WINGSTOP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $73.9M | 477,101 | 2.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BLOOM ENERGY CORP · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $73.9M | 545,184 | 2.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CENCORA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $67.1M | 213,513 | 2.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WABTEC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $66.9M | 267,858 | 2.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ROYAL CARIBBEAN GROUP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $66.6M | 241,930 | 2.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MONGODB INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $65.5M | 267,458 | 2.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AFFIRM HLDGS INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $64.0M | 1,397,248 | 2.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COSTAR GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $60.8M | 1,506,031 | 2.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CLOUDFLARE INC · CL A COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $60.7M | 294,208 | 2.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FTAI AVIATION LTD · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $57.6M | 235,294 | 1.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BWX TECHNOLOGIES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $52.2M | 255,496 | 1.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | STARBUCKS CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $50.8M | 567,396 | 1.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ROLLINS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $50.7M | 949,956 | 1.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EMCOR GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $50.5M | 68,423 | 1.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TALEN ENERGY CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $50.3M | 157,560 | 1.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TARGA RES CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $49.9M | 199,184 | 1.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NORWEGIAN CRUISE LINE HLDGS · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $48.6M | 2,596,336 | 1.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ROCKET LAB CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $48.4M | 753,812 | 1.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CARVANA CO · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $40.4M | 128,384 | 1.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | IDEXX LABS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $36.3M | 64,540 | 1.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AXON ENTERPRISE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $35.6M | 83,742 | 1.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VALERO ENERGY CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $35.0M | 141,607 | 1.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALNYLAM PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $31.3M | 94,556 | 1.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INSMED INC · COM PAR $.01 CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $28.4M | 173,637 | 0.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NCINO INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $27.6M | 1,845,049 | 0.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FIRSTCASH HOLDINGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $26.2M | 139,384 | 0.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SOFI TECHNOLOGIES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $25.5M | 1,606,355 | 0.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DISNEY WALT CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $25.4M | 263,195 | 0.8% | |
| — | ALPHATEC HLDGS INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $23.8M | 2,192,084 | 0.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMAZON COM INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $23.4M | 112,349 | 0.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MERCADOLIBRE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $23.2M | 13,416 | 0.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INSULET CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $22.5M | 107,226 | 0.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SHOPIFY INC · CL A SUB VTG SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $16.4M | 138,433 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WARNER BROS DISCOVERY INC · COM SER A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.5M | 491,184 | 0.4% | |
| — | MONDAY COM LTD · SHS CUSIP M7S64H106 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $11.4M | 164,520 | 0.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LIONSGATE STUDIOS CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $6.7M | 695,207 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MATCH GROUP INC NEW · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.8M | 190,360 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PROGRESSIVE CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $4.0M | 20,429 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EVERCORE INC · CLASS A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $4.0M | 13,481 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DRAFTKINGS INC NEW · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $3.9M | 181,169 | 0.1% |
1–20 of 57 positions
Change kind and share change are in Position changes above; Congress overlap is planned.
1–57 of 57 positions · page 1 of 1
One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗
Book shape
2026-03-31 · concentration · vs tracked median · tick = median- Top-25 concentration
- 68.1%below median 80.0%
- Concentration index
- 236 bpsbelow median 446 bps
- Positions with value
- 57 / 57median book 97.5 positions
Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.
holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · : 68.1% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 236 · QoQ moves: 73
Filing history
AVAILABLE QUARTERS| Period | Source |
|---|---|
| 2026-03-31 | EDGAR ↗ |
PLANNED sector rotation · Congress overlap · signals for this filer
Complete source filings on SEC EDGAR
The complete filing on EDGAR.
The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.
Open TREMBLANT CAPITAL GROUP's 13F filings on SEC EDGAR ↗Notes on this data
Share changes
Compare consecutive quarters
Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.
Coverage
A snapshot, not current holdings
Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.
Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).