Titelia

Holdings of Tremblant Global ETF

Managed Portfolio Series · Original filing · Compare with another fund · Report an error

Net assets
154M $ including 152.1M $ in equities, 98.8 %
Positions
28 in 5 countries
Top ten
48.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Spotify Technology SA 17,3278.4M $5.46 %
2Grab Holdings Ltd 2,223,4938.1M $5.28 %
3Coupang Inc 421,2488M $5.16 %
4Uber Technologies Inc 105,0517.6M $4.91 %
5Reddit Inc 55,7657.5M $4.88 %
6Wyndham Hotels & Resorts Inc 92,1327.5M $4.86 %
7Amazon.com Inc 32,4576.8M $4.39 %
8TKO Group Holdings Inc 33,1966.7M $4.35 %
9Wingstop Inc 43,0816.7M $4.34 %
10Live Nation Entertainment Inc 43,6986.7M $4.33 %
11DoorDash Inc 41,5226.2M $4.05 %
12Chipotle Mexican Grill Inc 192,6896.2M $4.01 %
13Match Group Inc 190,3605.8M $3.80 %
14CoStar Group Inc 144,0725.8M $3.77 %
15CTS Eventim AG & Co KGaA 95,0695.5M $3.54 %
16MercadoLibre Inc 2,8765M $3.23 %
17Palo Alto Networks Inc 30,9005M $3.22 %
18Affirm Holdings Inc 100,7524.6M $3.00 %
19Shopify Inc 38,7514.6M $2.99 %
20Q2 Holdings Inc 89,7494.2M $2.76 %
21Varonis Systems Inc 189,5644.1M $2.64 %
22Progressive Corp/The 20,4294M $2.63 %
23Evercore Inc 13,4814M $2.61 %
24DraftKings Inc 181,1693.9M $2.54 %
25Monday.com Ltd 38,6522.7M $1.73 %
26nCino Inc 165,1282.5M $1.61 %
27AIXTRON SE 57,7342.2M $1.42 %
28MongoDB Inc 8,0952M $1.29 %

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Sector breakdown

  • Consumer discretionary 15.9 %
  • Communication 9.9 %
  • Technology 7.6 %
  • Industrials 5.0 %
  • Financials 2.7 %
  • Unattributed 59.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 95.0 %
  • EUR 5.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 84.8 %
  • Cayman Islands 5.4 %
  • Germany 5.0 %
  • Canada 3.0 %
  • Israel 1.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States23129.1M $84.85 %
2Cayman Islands18.1M $5.35 %
3Germany27.6M $5.02 %
4Canada14.6M $3.02 %
5Israel12.7M $1.76 %
Cite this page

Titelia. "Holdings of Tremblant Global ETF". https://titelia.com/en/funds/S000084649