TREMBLANT CAPITAL GROUP
•CIK: 1353312•Filing: Q4 2025
TREMBLANT CAPITAL GROUP, led by the seasoned investor Jean Tremblant, is known for its aggressive growth strategy, focusing on high-potential tech and crypto assets, with recent notable additions including EVR and WH, which have surged by 885% and 564%, respectively. The fund, managing $3.9 billion across 68 positions, maintains a diversified portfolio with top holdings in SPOT, DASH, and TKO, while recently exiting VSCO and FIVN to reallocate capital into emerging opportunities like LITE and NRSCF.
Total AUM
$3.9B
QoQ Performance
+304.6%
Positions
68
Top 10 Concentration
31.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SPOT3.6%
DASH3.4%
TKO3.4%
QTWO3.3%
WING3.0%
VRNS2.9%
LYV2.9%
GRAB2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.2%
Consumer8.8%
Communication4.7%
Financial0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW32 new positions
↑25 increased
↓11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022