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Tremblant Capital Group
upravljavec premoženja · portfelj $3.48 mrd. · 58 pozicij · poročilo na dan 30.06.2026
Pozicije v Delnicah poročilo za 30.06.2026, oddano 14.08.2026; sprememba — v primerjavi z 31.03.2026 · 64
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v Četrtletju |
|---|---|---|---|---|
| Varonis Systems US:VRNS | 3 749 840 | $157 mio. | 4.52% | +170 172 |
| SEMTECH CORP US:SMTC | 887 268 | $144 mio. | 4.12% | nova |
| Live Nation Entertainment, I… US:LYV | 741 878 | $136 mio. | 3.90% | −13 349 |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 293 314 | $135 mio. | 3.87% | +12 869 |
| MKS Instruments Inc US:MKSI | 295 385 | $131 mio. | 3.77% | −34 401 |
| DoorDash, Inc. Class A US:DASH | 672 273 | $124 mio. | 3.56% | −4 875 |
| Coupang LLC US:CPNG | 6 950 075 | $121 mio. | 3.47% | +2 014 040 |
| Affirm Holdings Inc US:AFRM | 1 464 129 | $119 mio. | 3.43% | +66 881 |
| FormFactor Inc US:FORM | 713 450 | $114 mio. | 3.28% | nova |
| Bloom Energy Corp US:BE | 366 911 | $111 mio. | 3.19% | −178 273 |
| TKO Group Holdings, Inc. US:TKO | 540 968 | $109 mio. | 3.13% | −57 329 |
| Reddit, Inc. US:RDDT | 600 346 | $104 mio. | 2.99% | +26 603 |
| MongoDB US:MDB | 303 538 | $102 mio. | 2.93% | +36 080 |
| Wingstop Inc US:WING | 546 553 | $94.8 mio. | 2.72% | +69 452 |
| Cloudflare Inc US:NET | 384 993 | $94.4 mio. | 2.71% | +90 785 |
| Q2 Holdings US:QTWO | 1 842 165 | $88.6 mio. | 2.54% | +139 189 |
| Howmet Aerospace Inc US:HWM | 324 954 | $87.4 mio. | 2.51% | −28 977 |
| GRAB HOLDINGS LIMITED CUSIP G4124C109 | 23 045 100 | $86.9 mio. | 2.50% | −1 326 335 |
| Lumentum Holdings Inc. US:LITE | 96 453 | $82.8 mio. | 2.38% | −56 232 |
| Chipotle Mexican Grill Inc US:CMG | 2 319 529 | $78.9 mio. | 2.26% | −781 |
| Wyndham Hotels & Resorts Inc US:WH | 919 053 | $77.4 mio. | 2.22% | −93 637 |
| Talen Energy Corporation US:TLN | 197 712 | $76.0 mio. | 2.18% | +40 152 |
| Rocket Lab USA Inc. US:RKLB | 676 072 | $68.7 mio. | 1.97% | −77 740 |
| Westinghouse Air Brake Techn… US:WAB | 252 814 | $68.2 mio. | 1.96% | −15 044 |
| Cencora, Inc. US:COR | 237 486 | $67.2 mio. | 1.93% | +23 973 |
| FTAI AVIATION LTD CUSIP G3730V105 | 233 414 | $63.1 mio. | 1.81% | −1 880 |
| EMCOR Group Inc US:EME | 67 255 | $55.8 mio. | 1.60% | −1 168 |
| Targa Resources Inc US:TRGP | 195 782 | $52.5 mio. | 1.51% | −3 402 |
| FirstCash Inc US:FCFS | 203 059 | $43.9 mio. | 1.26% | +63 675 |
| Carvana Co US:CVNA | 630 952 | $41.5 mio. | 1.19% | +502 568 |
| BWX Technologies Inc US:BWXT | 208 548 | $40.6 mio. | 1.17% | −46 948 |
| Roku Inc US:ROKU | 283 003 | $39.1 mio. | 1.12% | −678 217 |
| STARBUCKS CORP US:SBUX | 379 456 | $38.8 mio. | 1.11% | −187 940 |
| Valero Energy Corporation US:VLO | 139 187 | $36.2 mio. | 1.04% | −2 420 |
| Datadog, Inc. US:DDOG | 134 035 | $34.9 mio. | 1.00% | nova |
| MONDAY COM LTD CUSIP M7S64H106 | 464 851 | $33.7 mio. | 0.97% | +300 331 |
| IDEXX Laboratories Inc US:IDXX | 63 437 | $33.4 mio. | 0.96% | −1 103 |
| NORWEGIAN CRUISE LINE HLDGS CUSIP G66721104 | 1 512 176 | $31.9 mio. | 0.92% | −1 084 160 |
| Guardant Health Inc US:GH | 197 795 | $29.7 mio. | 0.85% | nova |
| Uber Technologies Inc US:UBER | 400 556 | $28.9 mio. | 0.83% | −907 390 |
| SoFi Technologies Inc. US:SOFI | 1 578 915 | $28.3 mio. | 0.81% | −27 440 |
| Alnylam Pharmaceuticals Inc US:ALNY | 92 940 | $28.0 mio. | 0.80% | −1 616 |
| Ondas Inc. US:ONDS | 3 366 218 | $27.7 mio. | 0.80% | nova |
| Walt Disney Co US:DIS | 271 194 | $26.1 mio. | 0.75% | +7 999 |
| Insulet Corporation US:PODD | 156 111 | $23.8 mio. | 0.68% | +48 885 |
| MercadoLibre Inc. US:MELI | 13 372 | $22.7 mio. | 0.65% | −44 |
| Alphatec Holdings, Inc. US:ATEC | 2 577 799 | $22.3 mio. | 0.64% | +385 715 |
| Amazon.com, Inc. US:AMZN | 88 686 | $21.1 mio. | 0.61% | −23 663 |
| Natera, Inc. US:NTRA | 71 016 | $19.3 mio. | 0.55% | nova |
| Insmed Inc US:INSM | 170 670 | $18.2 mio. | 0.52% | −2 967 |
| Shopify Inc US:SHOP | 155 592 | $17.8 mio. | 0.51% | +17 159 |
| NRG Energy Inc. US:NRG | 104 025 | $15.2 mio. | 0.44% | nova |
| Match Group Inc US:MTCH | 193 048 | $7.35 mio. | 0.21% | +2 688 |
| CoStar Group Inc US:CSGP | 228 535 | $6.47 mio. | 0.19% | −1 277 496 |
| Evercore Partners Inc US:EVR | 13 673 | $4.67 mio. | 0.13% | +192 |
| DraftKings Inc. US:DKNG | 183 729 | $4.64 mio. | 0.13% | +2 560 |
| Progressive Corp US:PGR | 20 717 | $4.53 mio. | 0.13% | +288 |
| ROYAL CARIBBEAN GROUP CUSIP V7780T103 | 4 093 | $1.30 mio. | 0.04% | −237 837 |
| Axon Enterprise Inc. US:AXON | 0 (bilo je 83 742) | — | — | prodana |
| Lionsgate Studios Holding Co… US:LION | 0 (bilo je 695 207) | — | — | prodana |
| nCino Inc US:NCNO | 0 (bilo je 1 845 049) | — | — | prodana |
| Palo Alto Networks Inc US:PANW | 0 (bilo je 504 694) | — | — | prodana |
| Rollins Inc US:ROL | 0 (bilo je 949 956) | — | — | prodana |
| Warner Bros. Discovery, Inc. US:WBD | 0 (bilo je 491 184) | — | — | prodana |
V podjetjih iz naše baze podatkov 1
| Podjetje | Delež | Delnice | Datum Poročila |
|---|---|---|---|
| Varonis Systems | 3.26% | 3 749 840 | 2026-06-30 |
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