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Tremblant Capital Group’s monday.com MNDY Stock Holding History

Tremblant Capital Group’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.7M Buy
464,851
+300,331
+183% +$22M 0.97% 36
2026
Q1 		$11.4M Sell
164,520
-490,328
-75% -$47.1M 0.37% 52
2025
Q4 		$96.6M Buy
654,848
+479,017
+272% +$80.7M 2.46% 14
2025
Q3 		$34.1M Buy
175,831
+65,605
+60% +$15.1M 3.51% 11
2025
Q2 		$34.7M Buy
110,226
+17,043
+18% +$4.74M 3.34% 12
2025
Q1 		$22.7M Sell
93,183
-17,379
-16% -$4.59M 2.55% 16
2024
Q4 		$26M Buy
+110,562
New +$30.6M 2.7% 17

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Tremblant Capital Group's MNDY Position: Q2 2026 in Review

Tremblant Capital Group increased its monday.com (MNDY) stake by 183% in Q2 2026, buying an estimated $22M and bringing the position to 464,851 shares worth $33.7M. The position accounts for 0.97% of the portfolio, ranked #36.

Tremblant Capital Group first reported a position in MNDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $96.6M in Q4 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Tremblant Capital Group held 464,851 shares of monday.com worth $33.7M as of Q2 2026.
  • Tremblant Capital Group bought 300,331 monday.com shares in Q2 2026, an estimated $22M.
  • monday.com made up 0.97% of Tremblant Capital Group's portfolio in Q2 2026, its #36 holding.
  • Tremblant Capital Group first reported a position in monday.com in Q4 2024 and has held it in 7 quarters since.
  • Tremblant Capital Group's monday.com position peaked at $96.6M in Q4 2025.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Tremblant Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.