TREMBLANT CAPITAL GROUP
13F filer · CIK 1353312 · West Palm Beach, FL
Summary
TREMBLANT CAPITAL GROUP reported $3.48B across 58 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are VRNS (4.5%), SMTC (4.1%), LYV (3.9%). Versus 2026 Q1, leaving options aside, it opened 7 new positions, added to 22, trimmed 29 and sold out of 6.
Reported value$3.48B
Positions58
Report period2026 Q2
FiledAug 14, 2026
New positions7
Added22
Trimmed29
Sold out6
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 4.5%Value $157.34MPrice $47.92Shares 3.75M +4.75%Since Jun 30 +14.22%
Weight 4.1%Value $143.60MPrice $174.78Shares 887KSince Jun 30 +7.99%
Weight 3.9%Value $135.85MPrice $171.89Shares 742K -1.77%Since Jun 30 -6.13%
Weight 3.9%Value $134.67MPrice $497.51Shares 293K +4.59%Since Jun 30 +8.36%
Weight 3.8%Value $131.39MPrice $258.38Shares 295K -10.43%Since Jun 30 -41.91%
Weight 3.6%Value $124.05MPrice $178.39Shares 672K -0.72%Since Jun 30 -3.33%
Weight 3.5%Value $120.72MPrice $13.75Shares 6.95M +40.80%Since Jun 30 -20.84%
Weight 3.4%Value $119.40MPrice $69.30Shares 1.46M +4.79%Since Jun 30 -15.02%
Weight 3.3%Value $114.10MPrice $130.97Shares 713KSince Jun 30 -18.11%
Weight 3.2%Value $111.06MPrice $291.25Shares 367K -32.70%Since Jun 30 -3.78%
Weight 3.1%Value $108.90MPrice $181.58Shares 541K -9.58%Since Jun 30 -9.80%
Weight 3.0%Value $104.21MPrice $143.08Shares 600K +4.64%Since Jun 30 -17.57%
Weight 2.9%Value $101.96MPrice $334.68Shares 304K +13.49%Since Jun 30 -0.36%
Weight 2.7%Value $94.78MPrice $101.80Shares 547K +14.56%Since Jun 30 -41.30%
Weight 2.7%Value $94.43MPrice $353.99Shares 385K +30.86%Since Jun 30 +44.32%
Weight 2.5%Value $88.61MPrice $55.10Shares 1.84M +8.17%Since Jun 30 +14.55%
Weight 2.5%Value $87.37MPrice $228.32Shares 325K -8.19%Since Jun 30 -15.08%
Weight 2.5%Value $86.88MPrice $2.80Shares 23.05M -5.44%Since Jun 30 -25.86%
Weight 2.4%Value $82.76MPrice $921.32Shares 96K -36.83%Since Jun 30 +7.37%
Weight 2.3%Value $78.86MPrice $31.85Shares 2.32M -0.03%Since Jun 30 -6.32%
Weight 2.2%Value $77.39MPrice $70.83Shares 919K -9.25%Since Jun 30 -15.89%
Weight 2.2%Value $75.97MPrice $303.50Shares 198K +25.48%Since Jun 30 -21.02%
Weight 2.0%Value $68.72MPrice $72.19Shares 676K -10.31%Since Jun 30 -28.98%
Weight 2.0%Value $68.16MPrice $292.37Shares 253K -5.62%Since Jun 30 +8.45%
Weight 1.9%Value $67.20MPrice $303.81Shares 237K +11.23%Since Jun 30 +7.36%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 4.5% | $157.34M | +14.22% | +4.75% | Add | |
| 4.1% | $143.60M | +7.99% | — | New | |
| 3.9% | $135.85M | -6.13% | -1.77% | Trim | |
| 3.9% | $134.67M | +8.36% | +4.59% | Add | |
| 3.8% | $131.39M | -41.91% | -10.43% | Trim | |
| 3.6% | $124.05M | -3.33% | -0.72% | Trim | |
| 3.5% | $120.72M | -20.84% | +40.80% | Add | |
| 3.4% | $119.40M | -15.02% | +4.79% | Add | |
| 3.3% | $114.10M | -18.11% | — | New | |
| 3.2% | $111.06M | -3.78% | -32.70% | Trim | |
| 3.1% | $108.90M | -9.80% | -9.58% | Trim | |
| 3.0% | $104.21M | -17.57% | +4.64% | Add | |
| 2.9% | $101.96M | -0.36% | +13.49% | Add | |
| 2.7% | $94.78M | -41.30% | +14.56% | Add | |
| 2.7% | $94.43M | +44.32% | +30.86% | Add | |
| 2.5% | $88.61M | +14.55% | +8.17% | Add | |
| 2.5% | $87.37M | -15.08% | -8.19% | Trim | |
| 2.5% | $86.88M | -25.86% | -5.44% | Trim | |
| 2.4% | $82.76M | +7.37% | -36.83% | Trim | |
| 2.3% | $78.86M | -6.32% | -0.03% | Trim | |
| 2.2% | $77.39M | -15.89% | -9.25% | Trim | |
| 2.2% | $75.97M | -21.02% | +25.48% | Add | |
| 2.0% | $68.72M | -28.98% | -10.31% | Trim | |
| 2.0% | $68.16M | +8.45% | -5.62% | Trim | |
| 1.9% | $67.20M | +7.36% | +11.23% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.