Holdings
Tremblant Capital Group
As of Jun 30, 2026, Tremblant Capital Group reported 55 positions worth US$3.31B. Largest: Varonis Systems, Inc., Semtech Corporation and Live Nation Entertainment, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Varonis Systems, Inc. | 3.75M | US$157M | +170K | Jun 30, 2026 |
| Semtech Corporation | 887K | US$144M | new | Jun 30, 2026 |
| Live Nation Entertainment, Inc. | 742K | US$136M | −13,349 | Jun 30, 2026 |
| Mks Inc. | 295K | US$131M | −34,401 | Jun 30, 2026 |
| Doordash, Inc. | 672K | US$124M | −4,875 | Jun 30, 2026 |
| Coupang, Inc. | 6.95M | US$121M | +2.01M | Jun 30, 2026 |
| Affirm Holdings, Inc. | 1.46M | US$119M | +66,881 | Jun 30, 2026 |
| Formfactor, Inc. | 713K | US$114M | new | Jun 30, 2026 |
| Bloom Energy Corporation | 367K | US$111M | −178K | Jun 30, 2026 |
| Tko Group Holdings, Inc. | 541K | US$109M | −57,329 | Jun 30, 2026 |