Tremblant Capital Group Top Holdings and 13F Report (2024) About Tremblant Capital GroupInvestment ActivityTremblant Capital Group has $908.79 million in total holdings as of September 30, 2024.Tremblant Capital Group owns shares of 41 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 11.32% of the portfolio was purchased this quarter.About 20.90% of the portfolio was sold this quarter.This quarter, Tremblant Capital Group has purchased 39 new stocks and bought additional shares in 14 stocks.Tremblant Capital Group sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings Spotify Technology $60,346,419TKO GROUP HOLDINGS INC $59,803,764Grab $52,313,756Amazon.com $51,147,585MercadoLibre $48,231,320 Largest New Holdings this Quarter Baidu $13,133,559 HoldingnCino $11,600,164 HoldingSPDR S&P Regional Banking ETF $9,910,660 HoldingVictoria's Secret & Co. $5,963,814 HoldingTrip.com Group $5,524,078 Holding Largest Purchases this Quarter Skechers U.S.A. 432,749 shares (about $28.96M)Baidu 124,737 shares (about $13.13M)nCino 367,210 shares (about $11.60M)SPDR S&P Regional Banking ETF 175,100 shares (about $9.91M)AvidXchange 987,233 shares (about $8.01M) Largest Sales this Quarter Keurig Dr Pepper 1,175,294 shares (about $44.05M)Uber Technologies 290,872 shares (about $21.86M)Q2 197,978 shares (about $15.79M)Spotify Technology 34,418 shares (about $12.68M)Wyndham Hotels & Resorts 155,018 shares (about $12.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTremblant Capital Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPOTSpotify Technology$60,346,419$12,684,066 ▼-17.4%163,7496.6%Business ServicesTKO GROUP HOLDINGS INC$59,803,764$9,283,322 ▼-13.4%483,4196.6%CL AGRABGrab$52,313,756$475,885 ▼-0.9%13,766,7785.8%Business ServicesAMZNAmazon.com$51,147,585$1,555,483 ▲3.1%274,5005.6%Retail/WholesaleMELIMercadoLibre$48,231,320$999,305 ▼-2.0%23,5055.3%Retail/WholesaleDOORDASH INC$42,880,659$3,826,163 ▲9.8%300,4324.7%CL AUBERUber Technologies$42,398,808$21,861,939 ▼-34.0%564,1144.7%Computer and TechnologySMARSmartsheet$39,794,373$1,317,900 ▲3.4%718,8294.4%Computer and TechnologyKDPKeurig Dr Pepper$36,889,053$44,050,019 ▼-54.4%984,2334.1%Consumer StaplesDKNGDraftKings$35,346,326$849,738 ▼-2.3%901,6923.9%Consumer DiscretionaryCHTRCharter Communications$35,177,588$4,790,875 ▲15.8%108,5463.9%Consumer DiscretionarySKXSkechers U.S.A.$34,347,092$28,959,563 ▲537.5%513,2563.8%Consumer DiscretionaryVRNSVaronis Systems$33,050,862$862,360 ▼-2.5%584,9713.6%Computer and TechnologyDISWalt Disney$32,692,480$675,542 ▼-2.0%339,8743.6%Consumer DiscretionaryQTWOQ2$31,834,452$15,792,705 ▼-33.2%399,0783.5%Computer and TechnologyGOOGLAlphabet$29,675,375$8,868,829 ▼-23.0%178,9293.3%Computer and TechnologyWABWestinghouse Air Brake Technologies$27,894,424$4,695,483 ▲20.2%153,4603.1%TransportationAVDXAvidXchange$25,606,084$8,006,460 ▲45.5%3,157,3472.8%Computer and TechnologyWHWyndham Hotels & Resorts$23,897,166$12,113,107 ▼-33.6%305,8252.6%Consumer DiscretionaryPANWPalo Alto Networks$23,721,604$2,219,649 ▼-8.6%69,4022.6%Computer and TechnologyCPNGCoupang$18,247,696$1,972,691 ▼-9.8%743,2872.0%Retail/WholesaleYUMCYum China$17,567,029$10,610,133 ▼-37.7%390,2051.9%Retail/WholesaleFIVNFive9$15,117,582$1,357,349 ▼-8.2%526,1951.7%Computer and TechnologyBIDUBaidu$13,133,559$13,133,559 ▲New Holding124,7371.4%Computer and TechnologyNCNOnCino$11,600,164$11,600,164 ▲New Holding367,2101.3%Computer and TechnologyKRESPDR S&P Regional Banking ETF$9,910,660$9,910,660 ▲New Holding175,1001.1%ETFLGF.BLions Gate Entertainment$7,192,731$844,621 ▼-10.5%1,039,4120.8%Consumer DiscretionaryLGF.ALions Gate Entertainment$6,242,898$1,024,164 ▼-14.1%797,3050.7%Consumer DiscretionaryVSCOVictoria's Secret & Co.$5,963,814$5,963,814 ▲New Holding232,0550.7%Retail/WholesaleTCOMTrip.com Group$5,524,078$5,524,078 ▲New Holding92,9510.6%Consumer DiscretionaryFIVEFive Below$4,123,648$1,145,016 ▼-21.7%46,6740.5%Retail/WholesaleAPDAir Products and Chemicals$3,744,378$21,735 ▲0.6%12,5760.4%Basic MaterialsPGProcter & Gamble$3,245,248$246,117 ▲8.2%18,7370.4%Consumer StaplesEMNEastman Chemical$3,128,779$238,230 ▲8.2%27,9480.3%Basic MaterialsEVREvercore$2,917,717$219,392 ▲8.1%11,5170.3%FinanceMETAMeta Platforms$2,748,857$207,796 ▲8.2%4,8020.3%Computer and TechnologyPGRProgressive$2,623,878$492,041 ▼-15.8%10,3400.3%FinanceTSLATesla$2,328,507$2,328,507 ▲New Holding8,9000.3%Auto/Tires/TrucksRYRoyal Bank of Canada$2,278,294$208,956 ▼-8.4%18,2520.3%FinanceMAMastercard$2,151,980$162,954 ▲8.2%4,3580.2%Business ServicesVVisa$1,944,446$145,723 ▲8.1%7,0720.2%Business ServicesSBUXStarbucks$0$16,425,883 ▼-100.0%00.0%Retail/WholesaleMBLYMobileye Global$0$15,663,398 ▼-100.0%00.0%Auto/Tires/TrucksVACMarriott Vacations Worldwide$0$8,195,681 ▼-100.0%00.0%Consumer DiscretionaryELEstée Lauder Companies$0$1,234,559 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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