Brett Barakett
Tremblant Capital · SEC CIK 1353312
Growth long/short.
Q1 2026
Latest 13F
$3.11B
Filed US book
57
Positions
Largest holdings, as filed
Top 15 of 57 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| SPOTIFY TECHNOLOGY S A | $135.99M | 4.4% | |
| TKO GROUP HOLDINGS INC | TKO | $120.65M | 3.9% |
| LIVE NATION ENTERTAINMENT IN | LYV | $115.18M | 3.7% |
| LUMENTUM HLDGS INC | LITE | $107.30M | 3.5% |
| DOORDASH INC | DASH | $101.67M | 3.3% |
| UBER TECHNOLOGIES INC | UBER | $94.08M | 3.0% |
| COUPANG INC | CPNG | $93.19M | 3.0% |
| ROKU INC | ROKU | $90.95M | 2.9% |
| GRAB HOLDINGS LIMITED | $89.20M | 2.9% | |
| WYNDHAM HOTELS & RESORTS INC | WH | $82.26M | 2.6% |
| HOWMET AEROSPACE INC | HWM | $81.57M | 2.6% |
| PALO ALTO NETWORKS INC | PANW | $80.91M | 2.6% |
| Q2 HLDGS INC | QTWO | $80.55M | 2.6% |
| REDDIT INC | RDDT | $77.25M | 2.5% |
| VARONIS SYS INC | VRNS | $76.86M | 2.5% |
Inside the app: the full book for Tremblant Capital, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.