Tremblant Capital 13F, Q2 2026
Brett Barakett · quarter ending 30 June 2026 · filed 14 August 2026 · SEC CIK 1353312
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
The 25 largest of 58 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| VARONIS SYS INC | VRNS | $157.34M | 4.5% | +5% shares |
| SEMTECH CORP | SMTC | $143.60M | 4.1% | new |
| LIVE NATION ENTERTAINMENT IN | LYV | $135.85M | 3.9% | unchanged |
| SPOTIFY TECHNOLOGY S A | $134.67M | 3.9% | +5% shares | |
| MKS INC. | MKSI | $131.39M | 3.8% | -10% shares |
| DOORDASH INC | DASH | $124.05M | 3.6% | unchanged |
| COUPANG INC | CPNG | $120.72M | 3.5% | +41% shares |
| AFFIRM HLDGS INC | AFRM | $119.40M | 3.4% | +5% shares |
| FORMFACTOR INC | FORM | $114.10M | 3.3% | new |
| BLOOM ENERGY CORP | BE | $111.06M | 3.2% | -33% shares |
| TKO GROUP HOLDINGS INC | TKO | $108.90M | 3.1% | -10% shares |
| REDDIT INC | RDDT | $104.21M | 3.0% | +5% shares |
| MONGODB INC | MDB | $101.96M | 2.9% | +14% shares |
| WINGSTOP INC | WING | $94.78M | 2.7% | +15% shares |
| CLOUDFLARE INC | NET | $94.43M | 2.7% | +31% shares |
| Q2 HLDGS INC | QTWO | $88.61M | 2.5% | +8% shares |
| HOWMET AEROSPACE INC | HWM | $87.37M | 2.5% | -8% shares |
| GRAB HOLDINGS LIMITED | $86.88M | 2.5% | -5% shares | |
| LUMENTUM HLDGS INC | LITE | $82.76M | 2.4% | -37% shares |
| CHIPOTLE MEXICAN GRILL INC | CMG | $78.86M | 2.3% | unchanged |
| WYNDHAM HOTELS & RESORTS INC | WH | $77.39M | 2.2% | -9% shares |
| TALEN ENERGY CORP | TLN | $75.97M | 2.2% | +26% shares |
| ROCKET LAB CORP | RKLB | $68.72M | 2.0% | -10% shares |
| WABTEC | WAB | $68.16M | 2.0% | -6% shares |
| CENCORA INC | COR | $67.20M | 1.9% | +11% shares |
What changed since Q1 2026
Against the Q1 2026 filing, Tremblant Capital opened 7 new positions, added to 18, trimmed 17, left 16 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 0001214659-26-010338, 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.