Tremblant Capital 13F, Q3 2025
Brett Barakett · quarter ending 30 September 2025 · filed 14 November 2025 · SEC CIK 1353312
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2025
The 25 largest of 39 positions. Weights are against the whole filed book. Changes are in shares held, against the Q2 2025 filing.
| Company | Ticker | Value | % of book | vs Q2 2025 |
|---|---|---|---|---|
| WARNER BROS DISCOVERY INC | WBD | $59.30M | 6.1% | -10% shares |
| GRAB HOLDINGS LIMITED | $57.59M | 5.9% | unchanged | |
| DOORDASH INC | DASH | $53.59M | 5.5% | -12% shares |
| SPOTIFY TECHNOLOGY S A | $52.23M | 5.4% | -5% shares | |
| TKO GROUP HOLDINGS INC | TKO | $50.39M | 5.2% | -10% shares |
| DISNEY WALT CO | DIS | $42.93M | 4.4% | -6% shares |
| COUPANG INC | CPNG | $41.33M | 4.3% | -10% shares |
| ROKU INC | ROKU | $38.29M | 4.0% | -30% shares |
| UBER TECHNOLOGIES INC | UBER | $36.97M | 3.8% | +4% shares |
| MERCADOLIBRE INC | MELI | $35.80M | 3.7% | +5% shares |
| MONDAY COM LTD | $34.06M | 3.5% | +60% shares | |
| LIVE NATION ENTERTAINMENT IN | LYV | $33.55M | 3.5% | +11% shares |
| WINGSTOP INC | WING | $30.62M | 3.2% | -6% shares |
| CYBERARK SOFTWARE LTD | $29.09M | 3.0% | new | |
| STARBUCKS CORP | SBUX | $28.12M | 2.9% | -7% shares |
| SHOPIFY INC | SHOP | $27.06M | 2.8% | -39% shares |
| CHIPOTLE MEXICAN GRILL INC | CMG | $26.23M | 2.7% | new |
| VARONIS SYS INC | VRNS | $25.93M | 2.7% | -31% shares |
| Q2 HLDGS INC | QTWO | $25.85M | 2.7% | +14% shares |
| DRAFTKINGS INC NEW | DKNG | $23.49M | 2.4% | +7% shares |
| BATH & BODY WORKS INC | BBWI | $22.53M | 2.3% | +12% shares |
| VICTORIAS SECRET AND CO | VSXY | $19.77M | 2.0% | -3% shares |
| COSTAR GROUP INC | CSGP | $19.06M | 2.0% | +13% shares |
| GLOBAL E ONLINE LTD | $18.86M | 1.9% | +8% shares | |
| NCINO INC | NCNO | $17.93M | 1.9% | +40% shares |
What changed since Q2 2025
Against the Q2 2025 filing, Tremblant Capital opened 2 new positions, added to 13, trimmed 21, left 3 unchanged and exited 6. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001214659-25-016493, filed by TREMBLANT CAPITAL GROUP. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.