Tremblant-Capital-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NCNO",
  "VRNS",
  "GRAB",
  "MTCH",
  "QTWO",
  "GOOGL",
  "ROKU",
  "META",
  "LGF-A",
  "MA",
  "EVR",
  "DASH",
  "PANW",
  "PGR",
  "SPY",
  "PG",
  "TKO",
  "UBER",
  "LGF-B",
  "FIVN",
  "SKX",
  "EL",
  "WAB",
  "AMZN",
  "DKNG",
  "V",
  "VSCO",
  "WBD",
  "WING",
  "WH",
  "YUMC",
  "PAR",
  "KDP",
  "MNDY",
  "TCOM",
  "SPOT",
  "MELI",
  "GAP",
  "AVDX",
  "BBWI",
  "CHTR",
  "CFLT",
  "CSGP",
  "CPNG",
  "DIS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 45
Total Value: 858571144
Accession Number: 0001214659-25-007796
Form Type: 13F-HR
CIK: tremblant-capital-group
Manager Name: Tremblant-Capital-Group

Data Enrichment

100% identified

45 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

45 positions • $858.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Wingstop Inc.

WING|974155103

Shares:88.4K

Value:$19.9M

% of Portfolio:2.3% ($19.9M/$858.6M)

Five9, Inc.

FIVN|338307101

Shares:705.1K

Value:$19.1M

% of Portfolio:2.2% ($19.1M/$858.6M)

Palo Alto Networks Inc

PANW|697435105

Shares:106.1K

Value:$18.1M

% of Portfolio:2.1% ($18.1M/$858.6M)

Trip.com Group Ltd

TCOM|89677Q107

Shares:275.8K

Value:$17.5M

% of Portfolio:2.0% ($17.5M/$858.6M)

Yum China Holdings, Inc.

YUMC|98850P109

Shares:291.0K

Value:$15.1M

% of Portfolio:1.8% ($15.1M/$858.6M)

Keurig Dr Pepper Inc.

KDP|49271V100

Shares:393.8K

Value:$13.5M

% of Portfolio:1.6% ($13.5M/$858.6M)

Bath & Body Works, Inc.

BBWI|070830104

Shares:417.6K

Value:$12.7M

% of Portfolio:1.5% ($12.7M/$858.6M)

PAR TECHNOLOGY CORP

PAR|698884103

Shares:189.7K

Value:$11.6M

% of Portfolio:1.4% ($11.6M/$858.6M)

nCino, Inc.

NCNO|63947X101

Shares:410.9K

Value:$11.3M

% of Portfolio:1.3% ($11.3M/$858.6M)

WYNDHAM HOTELS & RESORTS, INC.

WH|98311A105

Shares:119.5K

Value:$10.8M

% of Portfolio:1.3% ($10.8M/$858.6M)

GAP INC

GAP|364760108

Shares:408.5K

Value:$8.4M

% of Portfolio:1.0% ($8.4M/$858.6M)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:96.6K

Value:$7.7M

% of Portfolio:0.9% ($7.7M/$858.6M)

Confluent, Inc.

CFLT|20717M103

Shares:312.8K

Value:$7.3M

% of Portfolio:0.9% ($7.3M/$858.6M)

STARZ ENTERTAINMENT CORP /CN/

LGF-B|535919500

Shares:821.0K

Value:$6.5M

% of Portfolio:0.8% ($6.5M/$858.6M)

STARZ ENTERTAINMENT CORP /CN/

LGF-A|535919401

Shares:514.3K

Value:$4.6M

% of Portfolio:0.5% ($4.6M/$858.6M)

Match Group, Inc.

MTCH|57667L107

Shares:135.1K

Value:$4.2M

% of Portfolio:0.5% ($4.2M/$858.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:23.5K

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$858.6M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:13.1K

Value:$3.7M

% of Portfolio:0.4% ($3.7M/$858.6M)

ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:52.7K

Value:$3.5M

% of Portfolio:0.4% ($3.5M/$858.6M)

VISA INC.

V|92826C839

Shares:8.5K

Value:$3.0M

% of Portfolio:0.3% ($3.0M/$858.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Wingstop Inc.(WINGcusip974155103)	88.4K	QoQ NEW(+88.4K) YoY NEW(+88.4K)	All Managers (Combined)	$19.9M	2.3% ($19.9M/$858.6M)	QoQ NEW(+$19.9M) YoY NEW(+$19.9M)
Five9, Inc.(FIVNcusip338307101)	705.1K	QoQ +7.77% (-50.9K) YoY +840.08% (+630.1K)	All Managers (Combined)	$19.1M	2.2% ($19.1M/$858.6M)	QoQ -27.99% (-$7.4M) YoY +310.93% (+$14.5M)
Palo Alto Networks Inc(PANWcusip697435105)	106.1K	QoQ -12.64% (-15.4K) YoY +3271.37% (+103.0K)	All Managers (Combined)	$18.1M	2.1% ($18.1M/$858.6M)	QoQ -18.08% (-$4.0M) YoY +1924.74% (+$17.2M)
Trip.com Group Ltd(TCOMcusip89677Q107)	275.8K	QoQ -7.33% (-21.8K) YoY NEW(+275.8K)	All Managers (Combined)	$17.5M	2.0% ($17.5M/$858.6M)	QoQ -14.19% (-$2.9M) YoY NEW(+$17.5M)
Yum China Holdings, Inc.(YUMCcusip98850P109)	291.0K	QoQ -7.80% (-24.6K) YoY -51.71% (-311.6K)	All Managers (Combined)	$15.1M	1.8% ($15.1M/$858.6M)	QoQ -0.35% (-$54.7K) YoY -36.82% (-$8.8M)
Keurig Dr Pepper Inc.(KDPcusip49271V100)	393.8K	QoQ -46.87% (-347.4K) YoY -57.26% (-527.6K)	All Managers (Combined)	$13.5M	1.6% ($13.5M/$858.6M)	QoQ -43.40% (-$10.3M) YoY -52.31% (-$14.8M)
Bath & Body Works, Inc.(BBWIcusip070830104)	417.6K	QoQ +134.91% (+239.8K) YoY NEW(+417.6K)	All Managers (Combined)	$12.7M	1.5% ($12.7M/$858.6M)	QoQ +83.71% (+$5.8M) YoY NEW(+$12.7M)
PAR TECHNOLOGY CORP(PARcusip698884103)	189.7K	QoQ NEW(+189.7K) YoY NEW(+189.7K)	All Managers (Combined)	$11.6M	1.4% ($11.6M/$858.6M)	QoQ NEW(+$11.6M) YoY NEW(+$11.6M)
nCino, Inc.(NCNOcusip63947X101)	410.9K	QoQ +6.94% (-26.7K) YoY NEW(+410.9K)	All Managers (Combined)	$11.3M	1.3% ($11.3M/$858.6M)	QoQ -12.51% (-$1.6M) YoY NEW(+$11.3M)
WYNDHAM HOTELS & RESORTS, INC.(WHcusip98311A105)	119.5K	QoQ -57.66% (-162.7K) YoY -74.19% (-343.5K)	All Managers (Combined)	$10.8M	1.3% ($10.8M/$858.6M)	QoQ -61.97% (-$17.6M) YoY -69.56% (-$24.7M)
GAP INC(GAPcusip364760108)	408.5K	QoQ -54.68% (-492.9K) YoY NEW(+408.5K)	All Managers (Combined)	$8.4M	1.0% ($8.4M/$858.6M)	QoQ -60.47% (-$12.9M) YoY NEW(+$8.4M)
COSTAR GROUP, INC.(CSGPcusip22160N109)	96.6K	QoQ -44.42% (-77.2K) YoY NEW(+96.6K)	All Managers (Combined)	$7.7M	0.9% ($7.7M/$858.6M)	QoQ -38.49% (-$4.8M) YoY NEW(+$7.7M)
Confluent, Inc.(CFLTcusip20717M103)	312.8K	QoQ NEW(+312.8K) YoY NEW(+312.8K)	All Managers (Combined)	$7.3M	0.9% ($7.3M/$858.6M)	QoQ NEW(+$7.3M) YoY NEW(+$7.3M)
STARZ ENTERTAINMENT CORP /CN/(LGF-Bcusip535919500)	821.0K	QoQ -3.49% (-29.8K) YoY -38.08% (-505.0K)	All Managers (Combined)	$6.5M	0.8% ($6.5M/$858.6M)	QoQ +1.22% (-$79.0K) YoY -47.32% (-$5.8M)
STARZ ENTERTAINMENT CORP /CN/(LGF-Acusip535919401)	514.3K	QoQ -2.82% (-15.0K) YoY -44.60% (-414.0K)	All Managers (Combined)	$4.6M	0.5% ($4.6M/$858.6M)	QoQ +0.69% (-$31.6K) YoY -50.72% (-$4.7M)
Match Group, Inc.(MTCHcusip57667L107)	135.1K	QoQ +4.48% (-5.8K) YoY NEW(+135.1K)	All Managers (Combined)	$4.2M	0.5% ($4.2M/$858.6M)	QoQ -0.33% (-$14.2K) YoY NEW(+$4.2M)
PROCTER & GAMBLE Co(PGcusip742718109)	23.5K	QoQ +8.82% (+1.9K) YoY +128.77% (+13.2K)	All Managers (Combined)	$4.0M	0.5% ($4.0M/$858.6M)	QoQ +10.61% (+$383.7K) YoY +140.29% (+$2.3M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	13.1K	QoQ +4.48% (+561) YoY +51.95% (+4.5K)	All Managers (Combined)	$3.7M	0.4% ($3.7M/$858.6M)	QoQ +23.41% (+$701.3K) YoY +107.93% (+$1.9M)
ESTEE LAUDER COMPANIES INC(ELcusip518439104)	52.7K	QoQ +4.49% (-2.3K) YoY NEW(+52.7K)	All Managers (Combined)	$3.5M	0.4% ($3.5M/$858.6M)	QoQ -8.02% (-$303.3K) YoY NEW(+$3.5M)
VISA INC.(Vcusip92826C839)	8.5K	QoQ +4.54% (+369) YoY +83.97% (+3.9K)	All Managers (Combined)	$3.0M	0.3% ($3.0M/$858.6M)	QoQ +15.93% (+$408.7K) YoY +131.03% (+$1.7M)