TREMBLANT CAPITAL GROUP: 13F holdings
CIK 13533122026Q2
| Positions | 58 |
|---|
| Reported value | $3.5bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 58 (+1 vs prior quarter) |
|---|
| Reported value | $3.5bn (+12.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VRNS VARONIS SYS INC | 3,749,840 | $157.3m | 4.5% |
| SMTC SEMTECH CORP | 887,268 | $143.6m | 4.1% |
| LYV LIVE NATION ENTERTAINMENT IN | 741,878 | $135.8m | 3.9% |
| SPOTIFY TECHNOLOGY S A | 293,314 | $134.7m | 3.9% |
| MKSI MKS INC. | 295,385 | $131.4m | 3.8% |
| DASH DOORDASH INC | 672,273 | $124.1m | 3.6% |
| CPNG COUPANG INC | 6,950,075 | $120.7m | 3.5% |
| AFRM AFFIRM HLDGS INC | 1,464,129 | $119.4m | 3.4% |
| FORM FORMFACTOR INC | 713,450 | $114.1m | 3.3% |
| BE BLOOM ENERGY CORP | 366,911 | $111.1m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1353312")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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