SEC Form 13F

TREMBLANT CAPITAL GROUP 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$3,481,888,067
Positions58

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VARONIS SYS INCVRNSCOM$157,343,2863,749,840
SEMTECH CORPSMTCCOM$143,604,326887,268
LIVE NATION ENTERTAINMENT INLYVCOM$135,845,281741,878
SPOTIFY TECHNOLOGY S ASPOTSHS$134,669,257293,314
MKS INC.MKSICOM$131,387,248295,385
DOORDASH INCDASHCL A$124,054,537672,273
COUPANG INCCPNGCL A$120,722,8036,950,075
AFFIRM HLDGS INCAFRMCOM CL A$119,399,7201,464,129
FORMFACTOR INCFORMCOM$114,102,059713,450
BLOOM ENERGY CORPBECOM CL A$111,063,960366,911

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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