TREMBLANT CAPITAL GROUP
WEST PALM BEACH FL · SEC CIK 0001353312
$31.07亿2026Q1 申报市值
57持仓数
33.2%前十大占比 · 第一大 4.4%
5 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PANW 加仓+$7,666.28万
MKSI 新建仓+$7,578.81万
FTAI 新建仓+$5,764.70万
NCLH 新建仓+$4,855.15万
MDB 加仓+$4,176.98万
2026Q1 卖出最多 按季末市值估算
LITE 减仓-$1.02亿
CYBERARK SOFTWAR 清仓-$8,282.93万
LPLA 清仓-$7,935.07万
WARNER BROS DISC 减仓-$6,627.52万
GLBE 清仓-$6,598.18万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SPOT | SPOTIFY TECHNOLOGY S A | $1.36亿 | 4.38% | 280,445 | 38,996 | 16.2% | $1,890.96万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $1.21亿 | 3.88% | 598,297 | -42,387 | -6.6% | -$854.73万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.15亿 | 3.71% | 755,227 | -29,804 | -3.8% | -$454.54万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1.07亿 | 3.45% | 152,685 | -145,732 | -48.8% | -$1.02亿 | 减仓 |
| DASH | DOORDASH INC | $1.02亿 | 3.27% | 677,148 | 81,182 | 13.6% | $1,218.95万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $9,408.06万 | 3.03% | 1,307,946 | 245,993 | 23.2% | $1,769.43万 | 加仓 |
| CPNG | COUPANG INC | $9,319.23万 | 3.00% | 4,936,035 | 389,153 | 8.6% | $734.72万 | 加仓 |
| ROKU | ROKU INC | $9,095.06万 | 2.93% | 961,220 | -28,898 | -2.9% | -$273.43万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $8,919.95万 | 2.87% | 24,371,435 | 2,230,659 | 10.1% | $816.42万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $8,226.08万 | 2.65% | 1,012,690 | -19,365 | -1.9% | -$157.30万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $8,156.69万 | 2.63% | 353,931 | -20,244 | -5.4% | -$466.54万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $8,091.25万 | 2.60% | 504,694 | 478,186 | 1,803.9% | $7,666.28万 | 加仓 |
| QTWO | Q2 HLDGS INC | $8,055.08万 | 2.59% | 1,702,976 | -110,721 | -6.1% | -$523.71万 | 减仓 |
| RDDT | REDDIT INC | $7,725.45万 | 2.49% | 573,743 | 237,382 | 70.6% | $3,196.35万 | 加仓 |
| VRNS | VARONIS SYS INC | $7,685.55万 | 2.47% | 3,579,668 | 70,019 | 2.0% | $150.33万 | 加仓 |
| MKSI | MKS INC. | $7,578.81万 | 2.44% | 329,786 | 329,786 | — | $7,578.81万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $7,427.31万 | 2.39% | 2,320,310 | -392,755 | -14.5% | -$1,257.21万 | 减仓 |
| WING | WINGSTOP INC | $7,393.63万 | 2.38% | 477,101 | -15,970 | -3.2% | -$247.49万 | 减仓 |
| BE | BLOOM ENERGY CORP | $7,386.70万 | 2.38% | 545,184 | 80,041 | 17.2% | $1,084.48万 | 加仓 |
| COR | CENCORA INC | $6,707.30万 | 2.16% | 213,513 | 10,702 | 5.3% | $336.19万 | 加仓 |
| WAB | WABTEC | $6,694.04万 | 2.15% | 267,858 | -30,275 | -10.2% | -$756.60万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $6,657.43万 | 2.14% | 241,930 | -61,930 | -20.4% | -$1,704.19万 | 减仓 |
| MDB | MONGODB INC | $6,546.57万 | 2.11% | 267,458 | 170,649 | 176.3% | $4,176.98万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $6,402.19万 | 2.06% | 1,397,248 | 336,808 | 31.8% | $1,543.25万 | 加仓 |
| CSGP | COSTAR GROUP INC | $6,075.33万 | 1.96% | 1,506,031 | -129,933 | -7.9% | -$524.15万 | 减仓 |
| NET | CLOUDFLARE INC | $6,070.69万 | 1.95% | 294,208 | 107,083 | 57.2% | $2,209.55万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $5,764.70万 | 1.86% | 235,294 | 235,294 | — | $5,764.70万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $5,224.64万 | 1.68% | 255,496 | -35,678 | -12.3% | -$729.58万 | 减仓 |
| SBUX | STARBUCKS CORP | $5,083.30万 | 1.64% | 567,396 | -6,576 | -1.1% | -$58.91万 | 减仓 |
| ROL | ROLLINS INC | $5,073.72万 | 1.63% | 949,956 | -132,673 | -12.3% | -$708.61万 | 减仓 |
| EME | EMCOR GROUP INC | $5,051.74万 | 1.63% | 68,423 | -793 | -1.1% | -$58.55万 | 减仓 |
| TLN | TALEN ENERGY CORP | $5,029.79万 | 1.62% | 157,560 | 36,613 | 30.3% | $1,168.80万 | 加仓 |
| TRGP | TARGA RES CORP | $4,994.14万 | 1.61% | 199,184 | -2,308 | -1.1% | -$57.87万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $4,855.15万 | 1.56% | 2,596,336 | 2,596,336 | — | $4,855.15万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $4,840.98万 | 1.56% | 753,812 | -8,736 | -1.1% | -$56.10万 | 减仓 |
| CVNA | CARVANA CO | $4,036.14万 | 1.30% | 128,384 | -12,751 | -9.0% | -$400.87万 | 减仓 |
| IDXX | IDEXX LABS INC | $3,626.44万 | 1.17% | 64,540 | -748 | -1.1% | -$42.03万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $3,556.44万 | 1.14% | 83,742 | -10,489 | -11.1% | -$445.46万 | 减仓 |
| VLO | VALERO ENERGY CORP | $3,498.83万 | 1.13% | 141,607 | 141,607 | — | $3,498.83万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $3,128.57万 | 1.01% | 94,556 | -15,576 | -14.1% | -$515.36万 | 减仓 |
| INSM | INSMED INC | $2,839.31万 | 0.91% | 173,637 | -2,013 | -1.1% | -$32.92万 | 减仓 |
| NCNO | NCINO INC | $2,763.88万 | 0.89% | 1,845,049 | -1,688,657 | -47.8% | -$2,529.61万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $2,620.42万 | 0.84% | 139,384 | 139,384 | — | $2,620.42万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $2,550.89万 | 0.82% | 1,606,355 | -18,618 | -1.1% | -$29.57万 | 减仓 |
| DIS | DISNEY WALT CO | $2,536.67万 | 0.82% | 263,195 | -112,640 | -30.0% | -$1,085.62万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $2,384.99万 | 0.77% | 2,192,084 | 567,087 | 34.9% | $616.99万 | 加仓 |
| AMZN | AMAZON COM INC | $2,339.89万 | 0.75% | 112,349 | -2,206 | -1.9% | -$45.94万 | 减仓 |
| MELI | MERCADOLIBRE INC | $2,319.65万 | 0.75% | 13,416 | -1,448 | -9.7% | -$250.36万 | 减仓 |
| PODD | INSULET CORP | $2,250.03万 | 0.72% | 107,226 | -1,243 | -1.1% | -$26.08万 | 减仓 |
| SHOP | SHOPIFY INC | $1,642.09万 | 0.53% | 138,433 | -22,859 | -14.2% | -$271.15万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1,348.79万 | 0.43% | 491,184 | -2,413,518 | -83.1% | -$6,627.52万 | 减仓 |
| MNDY | MONDAY COM LTD | $1,137.00万 | 0.37% | 164,520 | -490,328 | -74.9% | -$3,388.66万 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $666.70万 | 0.21% | 695,207 | -799,186 | -53.5% | -$766.42万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $584.60万 | 0.19% | 190,360 | 52,264 | 37.8% | $160.50万 | 加仓 |
| PGR | PROGRESSIVE CORP | $404.98万 | 0.13% | 20,429 | 180 | 0.9% | $3.57万 | 加仓 |
| EVR | EVERCORE INC | $402.42万 | 0.13% | 13,481 | -132,165 | -90.7% | -$3,945.26万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $391.69万 | 0.13% | 181,169 | 1,600 | 0.9% | $3.46万 | 加仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -185,691 | -100.0% | -$8,282.93万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -222,165 | -100.0% | -$7,935.07万 | 清仓 |
| GLBE | GLOBAL E ONLINE LTD | $0 | 0.00% | 0 | -1,678,500 | -100.0% | -$6,598.18万 | 清仓 |
| CPAY | CORPAY INC | $0 | 0.00% | 0 | -182,060 | -100.0% | -$5,478.73万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -192,390 | -100.0% | -$4,294.72万 | 清仓 |
| PAR | PAR TECHNOLOGY CORP | $0 | 0.00% | 0 | -1,001,365 | -100.0% | -$3,632.95万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -401,617 | -100.0% | -$2,921.36万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -1,433,158 | -100.0% | -$2,774.59万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -309,133 | -100.0% | -$2,673.07万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -103,089 | -100.0% | -$2,003.95万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -449,655 | -100.0% | -$1,359.76万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -45,795 | -100.0% | -$479.57万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -198,861 | -100.0% | -$399.31万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -9,326 | -100.0% | -$327.07万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -5,728 | -100.0% | -$327.00万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -14,873 | -100.0% | -$310.47万 | 清仓 |