StockDriftsStockDriftsTop 50 Tremblant Capital Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPOT | SPOTIFY TECHNOLOGY S A | 4.38% | 280.4K | $136.0M | +16.15%(+39.00K) | $497.12(-12.11%) | 2026-03-31 | |
| TKO | TKO GROUP HOLDINGS INC | 3.88% | 598.3K | $120.6M | -6.62%(-42.39K) | $161.40(+17.77%) | 2026-03-31 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 3.71% | 755.2K | $115.2M | -3.80%(-29.80K) | $149.56(+12.91%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 3.45% | 152.7K | $107.3M | -48.84%(-145.73K) | $265.65(+265.41%) | 2026-03-31 | |
| DASH | DOORDASH INC | 3.27% | 677.1K | $101.7M | +13.62%(+81.18K) | $206.26(-22.82%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 3.03% | 1.31M | $94.1M | +23.16%(+245.99K) | $77.93(-3.65%) | 2026-03-31 | |
| CPNG | COUPANG INC | 3% | 4.94M | $93.2M | +8.56%(+389.15K) | $25.66(-37.17%) | 2026-03-31 | |
| ROKU | ROKU INC | 2.93% | 961.2K | $91.0M | -2.92%(-28.90K) | $93.47(+32.69%) | 2026-03-31 | |
| GRAB | GRAB HOLDINGS LIMITED | 2.87% | 24.37M | $89.2M | +10.07%(+2.23M) | $4.72(-24.75%) | 2026-03-31 | |
| WH | WYNDHAM HOTELS & RESORTS INC | 2.65% | 1.01M | $82.3M | -1.88%(-19.36K) | $76.21(+4.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.09% | +52.46% |
| Top 20 Holdings Unweighted | +10.62% | +35.35% |
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