ThornTree Capital Partners LP 13F Holdings
CIK 0001688511 · BOSTON, MA
As of Sep 30, 2025, ThornTree Capital Partners LP reported 18 positions worth $653.4M in its SEC Form 13F filing.
Top 18 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| META PLATFORMS INC | META | Communication Services | 76,272 | $56.0M | 8.57% |
| INTUIT INC | INTU | Technology | 78,110 | $53.3M | 8.16% |
| CIENA CORP | CIEN | Technology | 339,141 | $49.4M | 7.56% |
| NU HOLDINGS LTD | NU | Financial Services | 2,724,091 | $43.6M | 6.68% |
| COSTAR GROUP INC | CSGP | Real Estate | 510,201 | $43.0M | 6.59% |
| ROCKET COMPANIES INC | RKT | Financial Services | 2,174,449 | $42.1M | 6.45% |
| VIKING HOLDINGS LTD | VIK | Industrials | 619,995 | $38.5M | 5.90% |
| RALPH LAUREN CORP | RL | Consumer Cyclical | 118,290 | $37.1M | 5.68% |
| NETFLIX INC | NFLX | Communication Services | 30,081 | $36.1M | 5.52% |
| CONFLUENT INC | CFLT | Technology | 1,750,817 | $34.7M | 5.31% |
| LIBERTY MEDIA CORP | FWONK | Communication Services | 328,829 | $34.3M | 5.26% |
| DICK'S SPORTING GOODS INC | DKS | Consumer Cyclical | 151,329 | $33.6M | 5.15% |
| ALPHABET INC | GOOGL | Equity | 132,184 | $32.1M | 4.92% |
| AFFIRM HOLDINGS INC | AFRM | Technology | 415,599 | $30.4M | 4.65% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 12,079 | $28.2M | 4.32% |
| ON HOLDING AG | ONON | Consumer Cyclical | 579,034 | $24.5M | 3.75% |
| TELEPHONE & DATA SYSTEMS INC | TDS | Communication Services | 531,692 | $20.9M | 3.19% |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 68,344 |