Tremblant Capital Group Incresed Positions in Q2 2025

Tremblant Capital Group

  • $976 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WING
Wingstop Inc.

Consumer Cyclical
41.3K
+ 46.74%
$210.24 - $381.46 $8.68M - $15.8M
130K $43.7M
ROKU
Roku, Inc

Communication Services
166K
+ 43.84%
$55.1 - $87.89 $9.15M - $14.6M
545K $47.9M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.5M
+ 79.63%
$7.69 - $11.46 $11.5M - $17.2M
3.38M $38.7M
CPNG
Coupang, Inc.

Consumer Cyclical
206K
+ 17.01%
$19.76 - $30.81 $4.07M - $6.35M
1.42M $42.5M
MNDY
Monday.Com Ltd.

Technology
17K
+ 18.29%
$217.77 - $314.48 $3.71M - $5.36M
110K $34.7M
UBER
Uber Technologies, Inc

Technology
52.1K
+ 16.7%
$64.62 - $93.3 $3.37M - $4.87M
364K $34M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
366K
+ 87.76%
$25.21 - $34.03 $9.24M - $12.5M
784K $23.5M
CSGP
Costar Group, Inc.

Real Estate
103K
+ 106.85%
$72.62 - $83.22 $7.5M - $8.59M
200K $16.1M
VRNS
Varonis Systems Inc

Technology
34K
+ 5.49%
$37.96 - $50.93 $1.29M - $1.73M
654K $33.2M
QTWO
Q2 Holdings, Inc.

Technology
39.7K
+ 14.55%
$68.72 - $95.27 $2.73M - $3.78M
313K $29.3M
PAR
Par Technology Corp

Technology
52K
+ 27.39%
$50.87 - $69.82 $2.64M - $3.63M
242K $16.8M
EVR
Evercore Inc.

Financial Services
3.54K
+ 25.61%
$163.77 - $271.5 $580K - $962K
17.4K $4.69M
NCNO
N Cino, Inc.

Technology
60.5K
+ 14.73%
$21.45 - $28.12 $1.3M - $1.7M
471K $13.2M
EL
Estee Lauder Companies Inc

Consumer Defensive
13.3K
+ 25.25%
$50.06 - $80.8 $666K - $1.08M
66K $5.33M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
26.4K
+ 22.08%
$78.47 - $92.25 $2.07M - $2.43M
146K $11.8M
META
Meta Platforms, Inc.

Communication Services
749
+ 29.1%
$484.66 - $738.09 $363K - $553K
3.32K $2.45M
MTCH
Match Group, Inc.

Communication Services
8.47K
+ 6.27%
$27.03 - $31.93 $229K - $270K
144K $4.43M
MA
Mastercard Inc

Financial Services
140
+ 2.68%
$479.92 - $590.74 $67.2K - $82.7K
5.36K $3.01M
V
Visa Inc.

Financial Services
233
+ 2.75%
$308.27 - $373.31 $71.8K - $87K
8.72K $3.1M
PGR
Progressive Corp

Financial Services
359
+ 2.75%
$255.27 - $288.74 $91.6K - $104K
13.4K $3.58M
Activity Summary
Buys All Purchases 27 New Holdings 6 Increased Positions 21 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 1
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