Tremblant Capital Group has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $976 Million distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spotify Technology S.A. with a value of $60.7M, Door Dash, Inc. with a value of $54.9M, Walt Disney CO with a value of $49.6M, Grab Holdings LTD with a value of $48.9M, and Roku, Inc with a value of $47.9M.

Examining the 13F form we can see an increase of $140M in the current position value, from $836M to 976M.

Tremblant Capital Group is based out at Stamford, CT

Below you can find more details about Tremblant Capital Group portfolio as well as his latest detailed transactions.

Portfolio value $976 Million
Communication Services: $315 Million
Technology: $306 Million
Consumer Cyclical: $285 Million
Consumer Defensive: $19.4 Million
Industrials: $19.1 Million
Real Estate: $16.1 Million
Financial Services: $14.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $976 Million
  • Prior Value $836 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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