Tremblant Capital Group’s Spotify SPOT Stock Holding History

Tremblant Capital Group’s Portfolio SPOT Stock Details SPOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-349,200	Closed	-$56.1M	–	46
2023 Q2	$56.1M	Buy	+349,200	New	+$50.6M	5.43%	4
2021 Q1	–	Sell	-194,800	Closed	-$61.3M	–	55
2020 Q4	$61.3M	Sell	194,800 -28,300	-13%	-$7.99M	1.73%	26
2020 Q3	$54.1M	Buy	+223,100	New	+$57.6M	2.05%	24
2019 Q3	–	Sell	-547,300	Closed	-$80M	–	44
2019 Q2	$80M	Buy	+547,300	New	+$75.3M	4.9%	6
2019 Q1	–	Sell	-17,100	Closed	-$1.94M	–	49
2018 Q4	$1.94M	Buy	+17,100	New	+$2.39M	0.13%	36

Other funds holding SPOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tremblant Capital Group's SPOT Position: Q1 2026 in Review

Tremblant Capital Group increased its Spotify (SPOT) stake by 16% in Q1 2026, buying an estimated $19.6M and bringing the position to 280,445 shares worth $136M. The position accounts for 4.38% of the portfolio, ranked #1.

Tremblant Capital Group first reported a position in SPOT in Q2 2018 and has held it in 32 quarters since. The position peaked at $168M in Q2 2021. 1,274 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

Tremblant Capital Group held 280,445 shares of Spotify worth $136M as of Q1 2026.
Tremblant Capital Group bought 38,996 Spotify shares in Q1 2026, an estimated $19.6M.
Spotify made up 4.38% of Tremblant Capital Group's portfolio in Q1 2026, its #1 holding.
Tremblant Capital Group first reported a position in Spotify in Q2 2018 and has held it in 32 quarters since.
Tremblant Capital Group's Spotify position peaked at $168M in Q2 2021.
1,274 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Tremblant Capital Group's 13F filing for Q1 2026, filed 15 May 2026.