TREMBLANT CAPITAL GROUP
CIK 1353312
13F filing for Q2 2026・No. 1,171
- Holdings
- US$3.48B
- Quarter change
- +US$375.39M
- Entries
- 58
- Net bought (estimate)
- −US$146.25M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 6
- Cut 30
- Added 21
- Corporate actions 0
- Unchanged 0
Largest holdings
58 stocks worth US$3.48B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VRNSVARONIS SYS INCCOM | Added | 3,749,840 | US$157.34M | 4.52% |
| SMTCSEMTECH CORPCOM | New | 887,268 | US$143.6M | 4.12% |
| LYVLIVE NATION ENTERTAINMENT INCOM | Cut | 741,878 | US$135.85M | 3.90% |
| SPOTSPOTIFY TECHNOLOGY S ASHS | Added | 293,314 | US$134.67M | 3.87% |
| MKSIMKS INC.COM | Cut | 295,385 | US$131.39M | 3.77% |
| DASHDOORDASH INCCL A | Cut | 672,273 | US$124.05M | 3.56% |
| CPNGCOUPANG INCCL A | Added | 6,950,075 | US$120.72M | 3.47% |
| AFRMAFFIRM HLDGS INCCOM CL A | Added | 1,464,129 | US$119.4M | 3.43% |
| FORMFORMFACTOR INCCOM | New | 713,450 | US$114.1M | 3.28% |
| BEBLOOM ENERGY CORPCOM CL A | Cut | 366,911 | US$111.06M | 3.19% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.