ThornTree Capital Partners LP
19 holdingsFiling period: 2026-06-30Current AUM: $710.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Viking Holdings Ltd | 616.7K | $64.5M | $64.5M | 9.09% | -60,387 | 2026-06-30 |
| 2 | CIEN | Ciena Corp | 130.3K | $63.9M | $43.8M | 6.16% | -- | 2026-06-30 |
| 3 | — | NU Hldgs Ltd | 4.58M | $61.3M | $61.3M | 8.63% | +1.76M | 2026-06-30 |
| 4 | FWONK | Liberty Media Corp Del | 604.8K | $57.5M | $53.9M | 7.59% | +91.3K | 2026-06-30 |
| 5 | AXP | American Express Co | 166.8K | $56.4M | $52.5M | 7.40% | -- | 2026-06-30 |
| 6 | ADI | Analog Devices Inc | 139.8K | $55.5M | $57.0M | 8.03% | +76.1K | 2026-06-30 |
| 7 | RL | Ralph Lauren Corp | 135.6K | $54.4M | $52.5M | 7.39% | +18.0K | 2026-06-30 |
| 8 | AFRM | Affirm Hldgs Inc | 568.5K | $46.4M | $39.5M | 5.56% | -265,765 | 2026-06-30 |
| 9 | META | Meta Platforms Inc | 76.3K | $43.0M | $48.1M | 6.77% | -- | 2026-06-30 |
| 10 | MTZ | Mastec Inc | 87.8K | $36.5M | $15.2M | 2.13% | -24,913 | 2026-06-30 |
| 11 | SHOP | Shopify Inc | 307.1K | $35.1M | $51.7M | 7.28% | +95.3K | 2026-06-30 |
| 12 | NTRA | Natera Inc | 116.0K | $31.5M | $47.0M | 6.62% | -- | 2026-06-30 |
| 13 | INTU | Intuit | 98.6K | $25.7M | $33.5M | 4.72% | -32,537 | 2026-06-30 |
| 14 | — | ON Hldg AG | 668.8K | $23.7M | $23.7M | 3.34% | -528,567 | 2026-06-30 |
| 15 | NFLX | Netflix Inc. | 300.8K | $21.5M | $19.2M | 2.71% | -- | 2026-06-30 |
| 16 | LION | Lionsgate Studios Corp | 1.25M | $19.1M | $15.1M | 2.13% | -- | 2026-06-30 |
| 17 | MELI | Mercadolibre Inc | 10.6K | $18.1M | $17.8M | 2.50% | -- | 2026-06-30 |
| 18 | RRR | Red Rock Resorts Inc | 237.9K | $15.5M | $12.0M | 1.68% | -- | 2026-06-30 |
| 19 | SPY | State Str Spdr S&P 500 ETF T | 2.4K | $1.8M | $1.8M | 0.26% | -- | 2026-06-30 |
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