Long-term investor

Tremblant Capital Group @tremblantcapitalgroup

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001353312).

Record

  • Tracked since 2025-06-30 (450 days), 171 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +17.0% · 1 year n/a · all +6.1%
  • Max drawdown n/a · win rate 44% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • VRNS · 4.5% · long · since 2025-06-30
  • SMTC · 4.1% · long · since 2026-06-30
  • 538034109 · 3.9% · long · since 2025-06-30
  • SPOT · 3.9% · long · since 2025-06-30
  • MKSI · 3.8% · long · since 2026-03-31
  • DASH · 3.6% · long · since 2025-06-30
  • CPNG · 3.5% · long · since 2025-06-30
  • AFRM · 3.4% · long · since 2025-12-31
  • FORM · 3.3% · long · since 2026-06-30
  • BE · 3.2% · long · since 2025-12-31
  • TKO · 3.1% · long · since 2025-06-30
  • RDDT · 3.0% · long · since 2025-12-31

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