TREMBLANT CAPITAL GROUP
WEST PALM BEACH FL · SEC CIK 0001353312
$34.82亿2026Q2 申报市值
58持仓数
37.1%前十大占比 · 第一大 4.5%
7 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SMTC 新建仓+$1.44亿
FORM 新建仓+$1.14亿
CPNG 加仓+$3,498.39万
DDOG 新建仓+$3,489.74万
GH 新建仓+$2,967.52万
2026Q2 卖出最多 按季末市值估算
ROKU 减仓-$9,368.89万
PANW 清仓-$8,091.25万
RCL 减仓-$7,552.04万
UBER 减仓-$6,547.73万
BE 减仓-$5,396.32万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -504,694 | -100.0% | -$8,091.25万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -949,956 | -100.0% | -$5,073.72万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -83,742 | -100.0% | -$3,556.44万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -1,845,049 | -100.0% | -$2,763.88万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -491,184 | -100.0% | -$1,348.79万 | 清仓 |
| LION | LIONSGATE STUDIOS CORP | $0 | 0.00% | 0 | -695,207 | -100.0% | -$666.70万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $129.97万 | 0.04% | 4,093 | -237,837 | -98.3% | -$7,552.04万 | 减仓 |
| PGR | PROGRESSIVE CORP | $452.56万 | 0.13% | 20,717 | 288 | 1.4% | $6.29万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $464.10万 | 0.13% | 183,729 | 2,560 | 1.4% | $6.47万 | 加仓 |
| EVR | EVERCORE INC | $466.85万 | 0.13% | 13,673 | 192 | 1.4% | $6.56万 | 加仓 |
| CSGP | COSTAR GROUP INC | $647.21万 | 0.19% | 228,535 | -1,277,496 | -84.8% | -$3,617.87万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $734.55万 | 0.21% | 193,048 | 2,688 | 1.4% | $10.23万 | 加仓 |
| NRG | NRG ENERGY INC | $1,519.39万 | 0.44% | 104,025 | 104,025 | — | $1,519.39万 | 新建仓 |
| SHOP | SHOPIFY INC | $1,776.55万 | 0.51% | 155,592 | 17,159 | 12.4% | $195.92万 | 加仓 |
| INSM | INSMED INC | $1,819.68万 | 0.52% | 170,670 | -2,967 | -1.7% | -$31.63万 | 减仓 |
| NTRA | NATERA INC | $1,927.73万 | 0.55% | 71,016 | 71,016 | — | $1,927.73万 | 新建仓 |
| AMZN | AMAZON COM INC | $2,113.74万 | 0.61% | 88,686 | -23,663 | -21.1% | -$563.98万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $2,229.80万 | 0.64% | 2,577,799 | 385,715 | 17.6% | $333.64万 | 加仓 |
| MELI | MERCADOLIBRE INC | $2,269.75万 | 0.65% | 13,372 | -44 | -0.3% | -$7.47万 | 减仓 |
| PODD | INSULET CORP | $2,376.79万 | 0.68% | 156,111 | 48,885 | 45.6% | $744.27万 | 加仓 |
| DIS | DISNEY WALT CO | $2,610.24万 | 0.75% | 271,194 | 7,999 | 3.0% | $76.99万 | 加仓 |
| ONDS | ONDAS INC | $2,773.76万 | 0.80% | 3,366,218 | 3,366,218 | — | $2,773.76万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2,797.77万 | 0.80% | 92,940 | -1,616 | -1.7% | -$48.65万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $2,830.99万 | 0.81% | 1,578,915 | -27,440 | -1.7% | -$49.20万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2,890.41万 | 0.83% | 400,556 | -907,390 | -69.4% | -$6,547.73万 | 减仓 |
| GH | GUARDANT HEALTH INC | $2,967.52万 | 0.85% | 197,795 | 197,795 | — | $2,967.52万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $3,192.20万 | 0.92% | 1,512,176 | -1,084,160 | -41.8% | -$2,288.66万 | 减仓 |
| IDXX | IDEXX LABS INC | $3,339.58万 | 0.96% | 63,437 | -1,103 | -1.7% | -$58.07万 | 减仓 |
| MNDY | MONDAY COM LTD | $3,365.06万 | 0.97% | 464,851 | 300,331 | 182.5% | $2,174.10万 | 加仓 |
| DDOG | DATADOG INC | $3,489.74万 | 1.00% | 134,035 | 134,035 | — | $3,489.74万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $3,624.99万 | 1.04% | 139,187 | -2,420 | -1.7% | -$63.03万 | 减仓 |
| SBUX | STARBUCKS CORP | $3,877.66万 | 1.11% | 379,456 | -187,940 | -33.1% | -$1,920.56万 | 减仓 |
| ROKU | ROKU INC | $3,909.40万 | 1.12% | 283,003 | -678,217 | -70.6% | -$9,368.89万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $4,059.39万 | 1.17% | 208,548 | -46,948 | -18.4% | -$913.84万 | 减仓 |
| CVNA | CARVANA CO | $4,152.93万 | 1.19% | 630,952 | -10,968 | -1.7% | -$72.19万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $4,392.57万 | 1.26% | 203,059 | 63,675 | 45.7% | $1,377.42万 | 加仓 |
| TRGP | TARGA RES CORP | $5,249.70万 | 1.51% | 195,782 | -3,402 | -1.7% | -$91.22万 | 减仓 |
| EME | EMCOR GROUP INC | $5,581.36万 | 1.60% | 67,255 | -1,168 | -1.7% | -$96.93万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $6,314.55万 | 1.81% | 233,414 | -1,880 | -0.8% | -$50.86万 | 减仓 |
| COR | CENCORA INC | $6,720.38万 | 1.93% | 237,486 | 23,973 | 11.2% | $678.39万 | 加仓 |
| WAB | WABTEC | $6,815.87万 | 1.96% | 252,814 | -15,044 | -5.6% | -$405.59万 | 减仓 |
| RKLB | ROCKET LAB CORP | $6,872.27万 | 1.97% | 676,072 | -77,740 | -10.3% | -$790.23万 | 减仓 |
| TLN | TALEN ENERGY CORP | $7,597.28万 | 2.18% | 197,712 | 40,152 | 25.5% | $1,542.88万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $7,739.35万 | 2.22% | 919,053 | -93,637 | -9.2% | -$788.52万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $7,886.40万 | 2.26% | 2,319,529 | -781 | -0.0% | -$2.66万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $8,276.25万 | 2.38% | 96,453 | -56,232 | -36.8% | -$4,825.04万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $8,688.00万 | 2.50% | 23,045,100 | -1,326,335 | -5.4% | -$500.03万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $8,736.71万 | 2.51% | 324,954 | -28,977 | -8.2% | -$779.08万 | 减仓 |
| QTWO | Q2 HLDGS INC | $8,860.81万 | 2.54% | 1,842,165 | 139,189 | 8.2% | $669.50万 | 加仓 |
| NET | CLOUDFLARE INC | $9,443.11万 | 2.71% | 384,993 | 90,785 | 30.9% | $2,226.77万 | 加仓 |
| WING | WINGSTOP INC | $9,477.78万 | 2.72% | 546,553 | 69,452 | 14.6% | $1,204.37万 | 加仓 |
| MDB | MONGODB INC | $1.02亿 | 2.93% | 303,538 | 36,080 | 13.5% | $1,211.93万 | 加仓 |
| RDDT | REDDIT INC | $1.04亿 | 2.99% | 600,346 | 26,603 | 4.6% | $461.77万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $1.09亿 | 3.13% | 540,968 | -57,329 | -9.6% | -$1,154.09万 | 减仓 |
| BE | BLOOM ENERGY CORP | $1.11亿 | 3.19% | 366,911 | -178,273 | -32.7% | -$5,396.32万 | 减仓 |
| FORM | FORMFACTOR INC | $1.14亿 | 3.28% | 713,450 | 713,450 | — | $1.14亿 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $1.19亿 | 3.43% | 1,464,129 | 66,881 | 4.8% | $545.41万 | 加仓 |
| CPNG | COUPANG INC | $1.21亿 | 3.47% | 6,950,075 | 2,014,040 | 40.8% | $3,498.39万 | 加仓 |
| DASH | DOORDASH INC | $1.24亿 | 3.56% | 672,273 | -4,875 | -0.7% | -$89.96万 | 减仓 |
| MKSI | MKS INC. | $1.31亿 | 3.77% | 295,385 | -34,401 | -10.4% | -$1,530.16万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.35亿 | 3.87% | 293,314 | 12,869 | 4.6% | $590.85万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.36亿 | 3.90% | 741,878 | -13,349 | -1.8% | -$244.43万 | 减仓 |
| SMTC | SEMTECH CORP | $1.44亿 | 4.12% | 887,268 | 887,268 | — | $1.44亿 | 新建仓 |
| VRNS | VARONIS SYS INC | $1.57亿 | 4.52% | 3,749,840 | 170,172 | 4.8% | $714.04万 | 加仓 |