TC

ThornTree Capital Partners LP

13F
ThornTree Capital Partners LP
Last update 2026-05-15 16 Stocks (4 new)
Value $564.00 Mil Turnover 28 %
Countries:
Top Holdings: INTU(10.06%)CIEN(8.97%)VIK(8.83%)FWONK(7.75%)META(7.74%)
Summary Stock Picks Current Portfolio News
ThornTree Capital Partners LP Top Holdings of 2026-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
INTU
Intuit Inc
131,173
56,716.6
+46.89%
10.060
+3.21%
0.050
-37.92%
-59.38%
73,231.3
Software
CIEN
Ciena Corp
130,272
50,575.5
-27.08%
8.970
-1.89%
0.090
+23.59%
+105.03%
67,874.6
Hardware
VIK
Viking Holdings Ltd
677,087
49,752.3
+9.21%
8.830
+0.74%
0.150
+44.24%
+44.60%
46,070.2
Travel & Leisure
FWONK
Liberty Media Corp
513,490
43,656.9
+56.16%
7.750
+2.79%
0.200
+10.51%
-6.51%
22,883.5
Media - Diversified
META
Meta Platforms Inc
76,272
43,637.5
0%
7.740
0%
0.000
+0.59%
-16.49%
1,396,767.4
Interactive Media
ONON
On Holding AG
1,197,338
40,733.4
+38.90%
7.230
+2.02%
0.360
+15.45%
-20.25%
12,356.5
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
NU
Nu Holdings Ltd
2,827,444
40,630.4
+20.79%
7.210
+1.24%
0.060
-6.06%
-21.33%
64,029.1
Banks
RL
Ralph Lauren Corp
117,540
40,432.6
+4.90%
7.170
+0.33%
0.190
+23.87%
+16.88%
24,470.7
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
AFRM
Affirm Holdings Inc
834,289
38,227.1
+8.67%
6.780
+0.54%
0.250
+81.28%
+6.80%
26,621.1
Credit Services
MTZ
MasTec Inc
112,741
36,273.3
New Holding
6.440
+6.44%
0.140
+29.18%
+82.29%
31,311.1
Construction

ThornTree Capital Partners LP's Historical Top Holdings Breakdowns

ThornTree Capital Partners LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RKT
Rocket Companies Inc
2026-03-31
Sold Out
Sold Out
-7.23%
●
13.49 ($18.19) 23.44
$15.00
-17.54%
Sold Out
0
-2,231,659
MTZ
MasTec Inc
2026-03-31
New Buy
New Buy
+6.44%
●
218.91 ($270.73) 323.55
$396.25
46.36%
New holding
112,741
112,741
DUOL
Duolingo Inc
2026-03-31
Sold Out
Sold Out
-5.43%
●
94.12 ($123.31) 185.15
$121.49
-1.48%
Sold Out
0
-184,867
GOOGL
Alphabet Inc
2026-03-31
Reduce
Reduce
-5.30%
●
273.5 ($314.21) 343.69
$337.39
7.38%
Reduce -68.92%
45,628
-101,197
SHOP
Shopify Inc
2026-03-31
New Buy
New Buy
+4.46%
●
110.66 ($131.4) 168.45
$116.86
-11.07%
New holding
211,795
211,795
ADI
Analog Devices Inc
2026-03-31
New Buy
New Buy
+3.59%
●
273.74 ($318.18) 360.8
$386.91
21.60%
New holding
63,652
63,652
INTU
Intuit Inc
2026-03-31
Add
Add
+3.21%
●
358.71 ($476.99) 652.75
$267.72
-43.87%
Add 46.89%
131,173
41,871
VEEV
Veeva Systems Inc
2026-03-31
New Buy
New Buy
+3.03%
●
171.99 ($196.48) 241.16
$171.36
-12.79%
New holding
97,238
97,238
FWONK
Liberty Media Corp
2026-03-31
Add
Add
+2.79%
●
81.42 ($87.41) 98.25
$92.10
5.37%
Add 56.16%
513,490
184,661
CSGP
CoStar Group Inc
2026-03-31
Sold Out
Sold Out
-2.72%
●
39.77 ($52.06) 67.2
$30.25
-41.89%
Sold Out
0
-242,032

ThornTree Capital Partners LP Total Holding History ($B)

To

ThornTree Capital Partners LP's Asset Allocation

To

ThornTree Capital Partners LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ThornTree Capital Partners LP's Hypothetical Growth since 2026-03-31

ThornTree Capital Partners LP's Yearly Returns

This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.

Year Portfolio % % Excess Gain %

ThornTree Capital Partners LP's Holdings Heat Map

Size field:

ThornTree Capital Partners LP's Holdings Bubble Chart

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