CIK 1688511
ThornTree Capital Partners LP
Institutional 13F holdings & portfolio
Holdings
15
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–15 of 15
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| INTU | INTUIT | 89K | $1M+ | SH |
| AFRM | AFFIRM HLDGS INC | 768K | $1M+ | SH |
| META | META PLATFORMS INC | 76K | $1M+ | SH |
| GOOGL | ALPHABET INC | 147K | $1M+ | SH |
| VIK | VIKING HOLDINGS LTD | 620K | $1M+ | SH |
| RKT | ROCKET COS INC | 2.2M | $1M+ | SH |
| CIEN | CIENA CORP | 179K | $1M+ | SH |
| ONON | ON HLDG AG | 862K | $1M+ | SH |
| RL | RALPH LAUREN CORP | 112K | $1M+ | SH |
| NU | NU HLDGS LTD | 2.3M | $1M+ | SH |
| DUOL | DUOLINGO INC | 185K | $1M+ | SH |
| FWONK | LIBERTY MEDIA CORP DEL | 329K | $1M+ | SH |
| NFLX | NETFLIX INC | 301K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 14K | $1M+ | SH |
| CSGP | COSTAR GROUP INC | 242K | $1M+ | SH |