account_balance
Investment manager · 13F filer · SEC CIK 1353312
Tremblant Capital Group
Reported value$3.48Bas of Jun 30, 2026
Positions58 7 new, 6 sold out
Top 10 weight37.1%VRNS alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VRNSVaronis Sys Inc
4.5%Added +5%
SMTCSemtech Corp
4.1%New
LYVLive Nation Entertainment In
3.9%
SPOTSpotify Technology S A
3.9%Added +5%
MKSIMKS Inc.
3.8%Trimmed −10%
DASHDoordash Inc
3.6%
CPNGCoupang Inc
3.5%Added +41%
AFRMAffirm Hldgs Inc
3.4%Added +5%
FORMFormfactor Inc
3.3%New
BEBloom Energy Corp
3.2%Trimmed −33%
TKOTko Group Holdings Inc
3.1%Trimmed −10%
RDDTReddit Inc
3.0%Added +5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VRNS Varonis Sys Inc 4.5% Added +5%SMTC Semtech Corp 4.1% NewLYV Live Nation Entertainment In 3.9% HeldSPOT Spotify Technology S A 3.9% Added +5%MKSI MKS Inc. 3.8% Trimmed −10%DASH Doordash Inc 3.6% HeldCPNG Coupang Inc 3.5% Added +41%AFRM Affirm Hldgs Inc 3.4% Added +5%FORM Formfactor Inc 3.3% NewBE Bloom Energy Corp 3.2% Trimmed −33%TKO Tko Group Holdings Inc 3.1% Trimmed −10%RDDT Reddit Inc 3.0% Added +5%
What changed