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TREMBLANT CAPITAL GROUP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

TREMBLANT CAPITAL GROUP

报告期 2026-03-31 · CIK 0001353312

持仓数

57

前50大市值合计

$3.06B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

— SPOTIFY TECHNOLOGY S A

SHS

$136.0M

280,445

4.4%

TKO TKO GROUP HOLDINGS INC

CL A

$120.6M

598,297

3.9%

LYV LIVE NATION ENTERTAINMENT IN

COM

$115.2M

755,227

3.8%

LITE LUMENTUM HLDGS INC

COM

$107.3M

152,685

3.5%

DASH DOORDASH INC

CL A

$101.7M

677,148

3.3%

UBER UBER TECHNOLOGIES INC

COM

$94.1M

1,307,946

3.1%

CPNG COUPANG INC

CL A

$93.2M

4,936,035

3.0%

ROKU ROKU INC

COM CL A

$91.0M

961,220

3.0%

— GRAB HOLDINGS LIMITED

CLASS A ORD

$89.2M

24,371,435

2.9%

WH WYNDHAM HOTELS & RESORTS INC

COM

$82.3M

1,012,690

2.7%

HWM HOWMET AEROSPACE INC

COM

$81.6M

353,931

2.7%

PANW PALO ALTO NETWORKS INC

COM

$80.9M

504,694

2.6%

QTWO Q2 HLDGS INC

COM

$80.6M

1,702,976

2.6%

RDDT REDDIT INC

CL A

$77.3M

573,743

2.5%

VRNS VARONIS SYS INC

COM

$76.9M

3,579,668

2.5%

MKSI MKS INC.

COM

$75.8M

329,786

2.5%

CMG CHIPOTLE MEXICAN GRILL INC

COM

$74.3M

2,320,310

2.4%

WING WINGSTOP INC

COM

$73.9M

477,101

2.4%

BE BLOOM ENERGY CORP

COM CL A

$73.9M

545,184

2.4%

COR CENCORA INC

COM

$67.1M

213,513

2.2%

WAB WABTEC

COM

$66.9M

267,858

2.2%

— ROYAL CARIBBEAN GROUP

COM

$66.6M

241,930

2.2%

MDB MONGODB INC

CL A

$65.5M

267,458

2.1%

AFRM AFFIRM HLDGS INC

COM CL A

$64.0M

1,397,248

2.1%

CSGP COSTAR GROUP INC

COM

$60.8M

1,506,031

2.0%

NET CLOUDFLARE INC

CL A COM

$60.7M

294,208

2.0%

— FTAI AVIATION LTD

SHS

$57.6M

235,294

1.9%

BWXT BWX TECHNOLOGIES INC

COM

$52.2M

255,496

1.7%

SBUX STARBUCKS CORP

COM

$50.8M

567,396

1.7%

ROL ROLLINS INC

COM

$50.7M

949,956

1.7%

EME EMCOR GROUP INC

COM

$50.5M

68,423

1.7%

TLN TALEN ENERGY CORP

COM

$50.3M

157,560

1.6%

TRGP TARGA RES CORP

COM

$49.9M

199,184

1.6%

— NORWEGIAN CRUISE LINE HLDGS

SHS

$48.6M

2,596,336

1.6%

RKLB ROCKET LAB CORP

COM

$48.4M

753,812

1.6%

CVNA CARVANA CO

CL A

$40.4M

128,384

1.3%

IDXX IDEXX LABS INC

COM

$36.3M

64,540

1.2%

AXON AXON ENTERPRISE INC

COM

$35.6M

83,742

1.2%

VLO VALERO ENERGY CORP

COM

$35.0M

141,607

1.1%

ALNY ALNYLAM PHARMACEUTICALS INC

COM

$31.3M

94,556

1.0%

INSM INSMED INC

COM PAR $.01

$28.4M

173,637

0.9%

NCNO NCINO INC

COM

$27.6M

1,845,049

0.9%

FCFS FIRSTCASH HOLDINGS INC

COM

$26.2M

139,384

0.9%

SOFI SOFI TECHNOLOGIES INC

COM

$25.5M

1,606,355

0.8%

DIS DISNEY WALT CO

COM

$25.4M

263,195

0.8%

ATEC ALPHATEC HLDGS INC

COM NEW

$23.8M

2,192,084

0.8%

AMZN AMAZON COM INC

COM

$23.4M

112,349

0.8%

MELI MERCADOLIBRE INC

COM

$23.2M

13,416

0.8%

PODD INSULET CORP

COM

$22.5M

107,226

0.7%

SHOP SHOPIFY INC

CL A SUB VTG SHS

$16.4M

138,433

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

22%前 6 大占比

SPOTIFY TECHNOLOGY S A4.4%TKO3.9%LYV3.8%LITE3.5%DASH3.3%UBER3.1%