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Tremblant Capital Group

Brett Barakett · Hedge Fund · Long/Short Equity

Tremblant Capital Group is a global public equity investment firm founded in 2001 by Brett Barakett. The firm employs a deep fundamental, bottom-up research process to identify companies experiencing "consequential changes" that are underappreciated by the market. Headquartered in West Palm Beach, Florida, Tremblant manages hedge funds, long-only strategies, and an actively managed ETF. The investment team focuses on sectors like technology, media, and consumer, seeking to capitalize on significant dislocations between a stock's price and its fair value by leveraging both traditional research and advanced data science.

Simulated Performance

MetricValue
Total return+3.7%
YTD return-0.7%
Sharpe ratio-1.13
Win rate32%
AUM$2.1B
InceptionOct 1, 2025
UpdatedSep 18, 2026

Institution Status

FieldValue
AUM$2.1B
TurnoverLow (<15%)
Avg holding18 Months
InceptionOct 1, 2025
Websitehttps://www.tremblantcapital.com

Current Holdings

Updated on Sep 18, 2026.

TickerNamePortfolio %Return
VRNSVaronis Systems8.1%+68.1%
SPOTSpotify Technology SA7.3%-9.8%
SMTCSemtech Corporation6.6%+39.3%
DASHDoorDash, Inc. Class A Common Stock6.4%-12.9%
LYVLive Nation Entertainment Inc5.9%+3.5%
NETCloudflare Inc5.7%+13.7%
MDBMongoDB5.3%+9.5%
QTWOQ2 Holdings5.2%+15.8%
TKOTKO Group Holdings, Inc.4.8%-4.1%
CPNGCoupang LLC4.8%-32.8%
AFRMAffirm Holdings Inc4.7%+5.6%
BEBloom Energy Corp4.6%+23.0%
RDDTReddit, Inc.4.4%+3.5%
LITELumentum Holdings Inc4.3%+30.8%
CMGChipotle Mexican Grill Inc3.9%-8.8%
FORMFormFactor Inc3.8%+14.7%
MKSIMKS Instruments Inc3.7%-19.6%
CORCencora Inc.3.6%-4.0%
HWMHowmet Aerospace Inc3.5%-10.9%
WABWestinghouse Air Brake Technologies Corp3.3%-1.0%

Recent activity

DateActionTickerWeight
Sep 14, 2026SELLAFRM5.0% → 4.7%
Sep 14, 2026SELLMDB5.3% → 5.3%
Sep 14, 2026BUYWAB0.0% → 3.3%
Sep 14, 2026SELLTKO4.8% → 4.8%
Sep 14, 2026BUYMKSI3.6% → 3.7%

Investment Style Analysis

Tremblant Capital Group is widely recognized for employing a Long/Short Equity strategy. As of Sep 18, 2026, the firm oversees approximately $2.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.

Recent Market Moves

During the latest rebalancing period ending Sep 14, Tremblant Capital Group made a significant move by reducing the position in AFRM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.

Investment Philosophy

Tremblant Capital's philosophy centers on a long-term, fundamental, bottom-up approach to global public equity investing. The firm specializes in identifying companies undergoing "consequential changes"—such as shifts in management, product cycles, or consumer behavior—that create a material dislocation between the current stock price and fair value. By integrating traditional business analysis with proprietary data science, Tremblant seeks to differentiate real structural change from short-lived trends, focusing on concentrated positions in sectors where they have deep expertise, including consumer, media, and technology.

Disclaimer

The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Tremblant Capital Group.

Similar Investment Style

Based on Long/Short Equity.

  • Perceptive Advisors LLC — Joseph Edelman · 3M +12.3%
  • Glenview Capital Management, LLC — Larry Robbins · 3M +8.2%
  • Zweig-DiMenna Associates, Inc. — Joseph DiMenna · 3M -1.6%
  • Redmile Group, LLC — Jeremy Green · 3M +7.5%

Frequently asked questions

How is the simulated portfolio for Tremblant Capital Group constructed?

This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.

What is Tremblant Capital Group's largest holding?

As of the latest filing, Tremblant Capital Group's top position is Varonis Systems (VRNS), representing 8.1% of the portfolio. This reflects a high-conviction bet by the institution.

What is Tremblant Capital Group's historical performance and risk profile?

Our simulation indicates a total return of +3.7% with a win rate of 32%. Notably, the portfolio maintains a Sharpe Ratio of -1.13, suggesting an standard level of risk-adjusted returns compared to the broader market.

What sectors does Tremblant Capital Group primarily invest in?

Tremblant Capital Group has a strong preference for the Software - Infrastructure sector, which makes up 23.8% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.

Is Tremblant Capital Group's portfolio concentrated or diversified?

Tremblant Capital Group runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 22.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.

How has Tremblant Capital Group performed in 2026?

Our AI-simulated model portfolio for Tremblant Capital Group tracks a Year-to-Date (YTD) return of -0.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.

Does Brett Barakett manage Tremblant Capital Group directly?

Yes, Brett Barakett serves as the key portfolio manager for Tremblant Capital Group, overseeing the investment strategy and final capital allocation decisions.