TC

ThornTree Capital Partners LP

13F
ThornTree Capital Partners LP
Last update 2025-02-16 26 Stocks (4 new)
Value $770.00 Mil Turnover 19 %
Countries:
Top Holdings: META(6.83%)CIEN(6.74%)NFLX(6.29%)VIK(5.59%)AFRM(5.33%)
Summary Stock Picks Current Portfolio
ThornTree Capital Partners LP Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NFLX PUT 		Netflix Inc
65,000
57,935.8
0%
7.520
0%
0.020
+7.93%
+9.24%
416,507.1
Media - Diversified
META 		Meta Platforms Inc
89,856
52,611.6
-5.85%
6.830
-0.53%
0.000
+6.83%
+11.88%
1,659,673.5
Interactive Media
CIEN 		Ciena Corp
611,992
51,903.0
+1.95%
6.740
+0.13%
0.430
+5.12%
-11.93%
10,650.2
Hardware
NFLX 		Netflix Inc
54,305
48,403.1
0%
6.290
0%
0.010
+7.93%
+9.24%
416,507.1
Media - Diversified
VIK 		Viking Holdings Ltd
977,208
43,055.8
-10.04%
5.590
-0.63%
0.230
+3.59%
+7.35%
20,488.2
Travel & Leisure
AFRM 		Affirm Holdings Inc
674,081
41,051.5
-5.95%
5.330
-0.29%
0.210
-12.73%
+1.40%
19,801.2
Software
FWONK 		Liberty Formula One Group
432,447
40,070.5
-0.36%
5.200
-0.02%
0.170
+5.80%
+1.05%
23,146.4
Media - Diversified
NU 		Nu Holdings Ltd
3,497,960
36,238.9
+15.19%
4.710
+0.62%
0.070
-10.80%
+0.48%
50,325.0
Banks
KMX 		CarMax Inc
435,568
35,612.0
New Holding
4.620
+4.62%
0.280
-3.22%
-0.31%
12,536.2
Vehicles & Parts
CSGP 		CoStar Group Inc
463,350
33,171.2
New Holding
4.310
+4.31%
0.110
-5.94%
+5.31%
31,796.7
Real Estate

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
PYPL 		PayPal Holdings Inc2024-12-31Sold Out
-4.85%
●
77.25 ($84.18) 91.3
$69.75
-17.14%
Sold Out
0
-373,594
KMX 		CarMax Inc2024-12-31New Buy
+4.62%
●
71.11 ($78.55) 87.2
$81.51
3.77%
New holding
435,568
435,568
CSGP 		CoStar Group Inc2024-12-31New Buy
+4.31%
●
69.84 ($75.53) 81.97
$75.39
-0.19%
New holding
463,350
463,350
SGRY 		Surgery Partners Inc2024-12-31Sold Out
-3.95%
●
19.61 ($26.14) 33.03
$24.01
-8.15%
Sold Out
0
-736,999
WBD 		Warner Bros. Discovery Inc2024-12-31New Buy
+2.85%
●
7.33 ($9.31) 12.49
$11.03
18.47%
New holding
2,078,165
2,078,165
BIRK 		Birkenstock Holding PLC2024-12-31New Buy
+2.53%
●
44.79 ($50.79) 60.4
$48.06
-5.38%
New holding
344,257
344,257
FERG 		Ferguson Enterprises Inc2024-12-31Add
+2.05%
●
173.57 ($198.58) 222.84
$173.53
-12.61%
Add 134.46%
158,711
91,019
BOOT 		Boot Barn Holdings Inc2024-12-31Reduce
-1.28%
●
124.55 ($147.41) 167.26
$114.88
-22.07%
Reduce -47.87%
50,000
-45,919
ONON 		On Holding AG2024-12-31Add
+1.01%
●
46.3 ($53.03) 59.54
$47.85
-9.77%
Add 32.33%
584,162
142,718
ACVA 		ACV Auctions Inc2024-12-31Add
+0.63%
●
17.04 ($20.24) 23.17
$15.21
-24.85%
Add 27.25%
1,040,719
222,854

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 2024-12-31

ThornTree Capital Partners LP's Yearly Returns

Year Portfolio % % Excess Gain %

ThornTree Capital Partners LP's Holdings Heat Map

Size field:

ThornTree Capital Partners LP's Holdings Bubble Chart

ThornTree Capital Partners LP News

  • 1

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