Tremblant Capital Group Reduced Holdings in Q3 2025

Tremblant Capital Group

  • $908 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-73.8K
- 49.37%
$211.65 - $238.24 $15.6M - $17.6M
75.7K $16.6M
WING
Wingstop Inc.

Consumer Cyclical
-7.97K
- 6.15%
$247.44 - $377.34 $1.97M - $3.01M
122K $30.6M
CHTR
Charter Communications, Inc.

Communication Services
-9.96K
- 14.46%
$256.57 - $418.22 $2.55M - $4.16M
58.9K $16.2M
ROKU
Roku, Inc

Communication Services
-163K
- 29.84%
$79.98 - $101.78 $13M - $16.6M
382K $38.3M
SPOT
Spotify Technology S.A.

Communication Services
-4.23K
- 5.35%
$620.01 - $738.53 $2.62M - $3.12M
74.8K $52.2M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-232K
- 71.86%
$25.5 - $35.2 $5.93M - $8.18M
91K $2.32M
CFLT
Confluent, Inc.

Technology
-252K
- 44.63%
$15.91 - $27.35 $4.01M - $6.89M
313K $6.19M
SHOP
Shopify Inc.

Technology
-119K
- 39.44%
$112.11 - $157.12 $13.3M - $18.6M
182K $27.1M
VRNS
Varonis Systems Inc

Technology
-203K
- 30.99%
$49.58 - $59.83 $10M - $12.1M
451K $25.9M
DIS
Walt Disney CO

Communication Services
-25.2K
- 6.3%
$112.25 - $124.0 $2.83M - $3.13M
375K $42.9M
SBUX
Starbucks Corp

Consumer Cyclical
-25.1K
- 7.03%
$81.9 - $96.86 $2.06M - $2.43M
332K $28.1M
FIVN
Five9, Inc.

Technology
-4.82K
- 0.74%
$24.05 - $29.16 $116K - $141K
647K $15.7M
DASH
Door Dash, Inc.

Communication Services
-25.6K
- 11.52%
$234.5 - $272.5 $6.01M - $6.99M
197K $53.6M
EL
Estee Lauder Companies Inc

Consumer Defensive
-19.4K
- 29.39%
$83.65 - $95.26 $1.62M - $1.85M
46.6K $4.11M
CPNG
Coupang, Inc.

Consumer Cyclical
-135K
- 9.51%
$27.67 - $33.53 $3.73M - $4.52M
1.28M $41.3M
Tko Group Holdings Inc
-28.9K
- 10.4%
N/A
249K $0
Lionsgate Studios Corp
-211K
- 11.81%
N/A
1.58M $0
MTCH
Match Group, Inc.

Communication Services
-9.18K
- 6.39%
$31.83 - $38.77 $292K - $356K
134K $4.75M
EVR
Evercore Inc.

Financial Services
-2.47K
- 14.23%
$276.5 - $362.79 $684K - $898K
14.9K $5.03M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-19K
- 2.54%
$17.7 - $27.7 $337K - $527K
729K $19.8M
GRAB
Grab Holdings LTD

Technology
-160K
- 1.64%
$4.77 - $6.45 $762K - $1.03M
9.57M $57.6M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-344K
- 10.17%
$10.78 - $19.82 $3.71M - $6.81M
3.04M $59.3M
Activity Summary
Buys All Purchases 16 New Holdings 2 Increased Positions 14 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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