TREMBLANT CAPITAL GROUP
TREMBLANT CAPITAL GROUP reported 58 positions worth $3.48B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VRNS (4.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VRNS | SH | $157.3M | 4.52% | 3,749,840 | — | — | |
| ▸ 2 | SMTC | SH | $143.6M | 4.12% | 887,268 | — | — | |
| ▸ 3 | LYV | SH | $135.8M | 3.90% | 741,878 | — | — | |
| ▸ 4 | SPOT | SH | $134.7M | 3.87% | 293,314 | — | — | |
| ▸ 5 | MKSI | SH | $131.4M | 3.77% | 295,385 | — | — | |
| ▸ 6 | DASH | SH | $124.1M | 3.56% | 672,273 | — | — | |
| ▸ 7 | CPNG | SH | $120.7M | 3.47% | 6,950,075 | — | — | |
| ▸ 8 | AFRM | SH | $119.4M | 3.43% | 1,464,129 | — | — | |
| ▸ 9 | FORM | SH | $114.1M | 3.28% | 713,450 | — | — | |
| ▸ 10 | BE | SH | $111.1M | 3.19% | 366,911 | — | — |
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Frequently Asked Questions
What stocks does TREMBLANT CAPITAL GROUP hold as of Q2 2026?
TREMBLANT CAPITAL GROUP reported 58 positions worth $3.48B in its Q2 2026 13F filing. Largest positions: VRNS (4.5%), SMTC (4.1%), LYV (3.9%), SPOT (3.9%) and MKSI (3.8%).
What did TREMBLANT CAPITAL GROUP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TREMBLANT CAPITAL GROUP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.