Generalist · West Palm Beach, FL
Tremblant Capital Group
- Software
- $535M
- Weight of 13F
- 15.0%
- Names
- 8
- Vs prior quarter
- +$54.5M
Filed 14 August 2026.
58 positions in the whole 13F.
Software held
- VaronisVRNS3,749,840 shares · 29.4% of their software$157M+$80.5M
- MongoDBMDB303,538 shares · 19.1% of their software$102M+$36.5M
- CloudflareNET384,993 shares · 17.6% of their software$94.4M+$33.7M
- Q2QTWO1,842,165 shares · 16.6% of their software$88.6M+$8.1M
- DatadogDDOG134,035 shares · 6.5% of their software$34.9MNew
- monday.comMNDY464,851 shares · 6.3% of their software$33.7M+$22.3M
- ShopifySHOP155,592 shares · 3.3% of their software$17.8M+$1.3M
- CoStarCSGP228,535 shares · 1.2% of their software$6.5M−$54.3M