ThornTree Capital Partners LP
16 holdingsFiling period: 2026-03-31Current AUM: $574.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | INTU | INTUIT | 131.2K | $56.7M | $41.5M | 7.22% | +41.9K | 2026-03-31 |
| 2 | CIEN | CIENA CORP | 130.3K | $50.6M | $49.1M | 8.55% | -48,385 | 2026-03-31 |
| 3 | — | VIKING HOLDINGS LTD | 677.1K | $49.8M | $49.8M | 8.66% | +57.1K | 2026-03-31 |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | 513.5K | $43.7M | $50.4M | 8.77% | +184.7K | 2026-03-31 |
| 5 | META | META PLATFORMS INC | 76.3K | $43.6M | $42.5M | 7.39% | -- | 2026-03-31 |
| 6 | — | ON HLDG AG | 1.20M | $40.7M | $40.7M | 7.09% | +335.3K | 2026-03-31 |
| 7 | — | NU HLDGS LTD | 2.83M | $40.6M | $40.6M | 7.07% | +486.7K | 2026-03-31 |
| 8 | RL | RALPH LAUREN CORP | 117.5K | $40.4M | $44.7M | 7.78% | +5.5K | 2026-03-31 |
| 9 | AFRM | AFFIRM HLDGS INC | 834.3K | $38.2M | $59.7M | 10.39% | +66.5K | 2026-03-31 |
| 10 | MTZ | MASTEC INC | 112.7K | $36.3M | $29.7M | 5.16% | -- | 2026-03-31 |
| 11 | NFLX | NETFLIX INC. | 300.8K | $28.9M | $21.6M | 3.76% | -- | 2026-03-31 |
| 12 | SHOP | SHOPIFY INC | 211.8K | $25.1M | $24.8M | 4.32% | -- | 2026-03-31 |
| 13 | ADI | ANALOG DEVICES INC | 63.7K | $20.3M | $23.4M | 4.07% | -- | 2026-03-31 |
| 14 | MELI | MERCADOLIBRE INC | 10.6K | $18.4M | $20.0M | 3.48% | -3,184 | 2026-03-31 |
| 15 | VEEV | VEEVA SYS INC | 97.2K | $17.1M | $19.8M | 3.45% | -- | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 45.6K | $13.1M | $16.2M | 2.83% | -101,197 | 2026-03-31 |
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