Tremblant Capital Group Purchases and Sells in Q2 2025

Tremblant Capital Group

$976 Million
Q2 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WING	41.3K + 46.74%	$210.24 - $381.46 $8.68M - $15.8M	130K $43.7M
ROKU	166K + 43.84%	$55.1 - $87.89 $9.15M - $14.6M	545K $47.9M
WBD	1.5M + 79.63%	$7.69 - $11.46 $11.5M - $17.2M	3.38M $38.7M
CPNG	206K + 17.01%	$19.76 - $30.81 $4.07M - $6.35M	1.42M $42.5M
MNDY	17K + 18.29%	$217.77 - $314.48 $3.71M - $5.36M	110K $34.7M
UBER	52.1K + 16.7%	$64.62 - $93.3 $3.37M - $4.87M	364K $34M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHOP	301K New	$76.89 - $115.35 $23.1M - $34.7M	301K $34.7M
SBUX	357K New	$79.69 - $99.41 $28.5M - $35.5M	357K $32.8M
LYV	186K New	$118.81 - $151.28 $22.1M - $28.1M	186K $28.1M
GLBE	490K New	$29.18 - $42.39 $14.3M - $20.8M	490K $16.4M
DIN	119K New	$18.77 - $27.82 $2.22M - $3.3M	119K $2.88M
LIONSGATE STUDIOS CORP	1.79M New	N/A	1.79M $0

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PANW	-88.7K - 83.62%	$152.44 - $204.64 $13.5M - $18.2M	17.4K $3.56M
CHTR	-29.1K - 29.69%	$321.68 - $427.25 $9.36M - $12.4M	68.9K $28.2M
VSCO	-330K - 30.62%	$14.87 - $23.57 $4.91M - $7.78M	748K $13.8M
KDP	-70.3K - 17.84%	$32.56 - $35.71 $2.29M - $2.51M	324K $10.7M
AVDX	-656K - 19.32%	$7.21 - $9.8 $4.73M - $6.43M	2.74M $26.8M
WAB	-24.7K - 21.28%	$160.22 - $209.35 $3.96M - $5.17M	91.3K $19.1M

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	5.5K New	$221.86 - $362.89 $1.22M - $2M	5.5K $1.75M

Activity Summary All Purchases 27 New Holdings 6 Increased Positions 21 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 1

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