Tremblant Capital Group Portfolio Holdings

Tremblant Capital Group

  • $836 Million
  • Q1 2025

Tremblant Capital Group has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $836 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spotify Technology S.A. with a value of $46.7M, Grab Holdings LTD with a value of $44.4M, Door Dash, Inc. with a value of $41.5M, Walt Disney CO with a value of $40.2M, and Charter Communications, Inc. with a value of $36.1M.

Examining the 13F form we can see an decrease of $62.7M in the current position value, from $899M to 836M.

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 $836 Million
Consumer Cyclical: $246 Million
Technology: $233 Million
Communication Services: $219 Million
ETFs: $71.7 Million
Industrials: $21 Million
Consumer Defensive: $20.9 Million
Financial Services: $12.3 Million
Real Estate: $7.66 Million
Other: $0

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $836 Million
  • Prior Value $899 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track Tremblant Capital Group Portfolio

Follow Tremblant Capital Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tremblant Capital Group, based on Form 13F filings with the SEC.

News

Stay updated on Tremblant Capital Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email