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Disclosed positions
TREMBLANT CAPITAL GROUP: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- VARONIS SYS INC
- Ticker
- VRNS
- Class
- COM
- Reported value
- $157,343,286
- Reported amount
- 3,749,840
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001214659-26-010338Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VARONIS SYS INC | VRNS | COM | $157,343,286 | 3,749,840 | SH | None |
| SEMTECH CORP | SMTC | COM | $143,604,326 | 887,268 | SH | None |
| LIVE NATION ENTERTAINMENT IN | LYV | COM | $135,845,281 | 741,878 | SH | None |
| SPOTIFY TECHNOLOGY S A | SPOT | SHS | $134,669,257 | 293,314 | SH | None |
| MKS INC. | MKSI | COM | $131,387,248 | 295,385 | SH | None |
| DOORDASH INC | DASH | CL A | $124,054,537 | 672,273 | SH | None |
| COUPANG INC | CPNG | CL A | $120,722,803 | 6,950,075 | SH | None |
| AFFIRM HLDGS INC | AFRM | COM CL A | $119,399,720 | 1,464,129 | SH | None |
| FORMFACTOR INC | FORM | COM | $114,102,059 | 713,450 | SH | None |
| BLOOM ENERGY CORP | BE | COM CL A | $111,063,960 | 366,911 | SH | None |
| TKO GROUP HOLDINGS INC | TKO | CL A | $108,902,268 | 540,968 | SH | None |
| REDDIT INC | RDDT | CL A | $104,208,059 | 600,346 | SH | None |
| MONGODB INC | MDB | CL A | $101,958,414 | 303,538 | SH | None |
| WINGSTOP INC | WING | COM | $94,777,756 | 546,553 | SH | None |
| CLOUDFLARE INC | NET | CL A COM | $94,431,083 | 384,993 | SH | None |
| Q2 HLDGS INC | QTWO | COM | $88,608,137 | 1,842,165 | SH | None |
| HOWMET AEROSPACE INC | HWM | COM | $87,367,132 | 324,954 | SH | None |
| GRAB HOLDINGS LIMITED | GRAB | CLASS A ORD | $86,880,027 | 23,045,100 | SH | None |
| LUMENTUM HLDGS INC | LITE | COM | $82,762,461 | 96,453 | SH | None |
| CHIPOTLE MEXICAN GRILL INC | CMG | COM | $78,863,986 | 2,319,529 | SH | None |
| WYNDHAM HOTELS & RESORTS INC | WH | COM | $77,393,453 | 919,053 | SH | None |
| TALEN ENERGY CORP | TLN | COM | $75,972,813 | 197,712 | SH | None |
| ROCKET LAB CORP | RKLB | COM | $68,722,719 | 676,072 | SH | None |
| WABTEC | WAB | COM | $68,158,654 | 252,814 | SH | None |
| CENCORA INC | COR | COM | $67,203,788 | 237,486 | SH | None |
| FTAI AVIATION LTD | FTAI | SHS | $63,145,489 | 233,414 | SH | None |
| EMCOR GROUP INC | EME | COM | $55,813,579 | 67,255 | SH | None |
| TARGA RES CORP | TRGP | COM | $52,496,985 | 195,782 | SH | None |
| FIRSTCASH HOLDINGS INC | FCFS | COM | $43,925,723 | 203,059 | SH | None |
| CARVANA CO | CVNA | CL A | $41,529,261 | 630,952 | SH | None |
| BWX TECHNOLOGIES INC | BWXT | COM | $40,593,868 | 208,548 | SH | None |
| ROKU INC | ROKU | COM CL A | $39,094,034 | 283,003 | SH | None |
| STARBUCKS CORP | SBUX | COM | $38,776,609 | 379,456 | SH | None |
| VALERO ENERGY CORP | VLO | COM | $36,249,862 | 139,187 | SH | None |
| DATADOG INC | DDOG | CL A COM | $34,897,353 | 134,035 | SH | None |
| MONDAY COM LTD | MNDY | SHS | $33,650,564 | 464,851 | SH | None |
| IDEXX LABS INC | IDXX | COM | $33,395,774 | 63,437 | SH | None |
| NORWEGIAN CRUISE LINE HLDGS | NCLH | SHS | $31,922,035 | 1,512,176 | SH | None |
| GUARDANT HEALTH INC | GH | COM | $29,675,184 | 197,795 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $28,904,121 | 400,556 | SH | None |
| SOFI TECHNOLOGIES INC | SOFI | COM | $28,309,946 | 1,578,915 | SH | None |
| ALNYLAM PHARMACEUTICALS INC | ALNY | COM | $27,977,728 | 92,940 | SH | None |
| ONDAS INC | ONDS | COM NEW | $27,737,636 | 3,366,218 | SH | None |
| DISNEY WALT CO | DIS | COM | $26,102,423 | 271,194 | SH | None |
| INSULET CORP | PODD | COM | $23,767,900 | 156,111 | SH | None |
| MERCADOLIBRE INC | MELI | COM | $22,697,499 | 13,372 | SH | None |
| ALPHATEC HLDGS INC | ATEC | COM NEW | $22,297,961 | 2,577,799 | SH | None |
| AMAZON COM INC | AMZN | COM | $21,137,421 | 88,686 | SH | None |
| NATERA INC | NTRA | COM | $19,277,293 | 71,016 | SH | None |
| INSMED INC | INSM | COM PAR $.01 | $18,196,835 | 170,670 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.