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ThornTree Capital Partners LP 13F holdings

Filed 2026-08-14 · ThornTree Capital Partners LP · 19 positions · $731.3M

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TickerCompanySharesValue% of portfolio
—VIKING HOLDINGS LTD616.7K$64.5M8.8%
CIENCIENA CORP130.3K$63.9M8.7%
NUNU HLDGS LTD4.6M$61.3M8.4%
FWONKLIBERTY MEDIA CORP DEL604.8K$57.5M7.9%
AXPAMERICAN EXPRESS CO166.8K$56.4M7.7%
ADIANALOG DEVICES INC139.8K$55.5M7.6%
RLRALPH LAUREN CORP135.6K$54.4M7.4%
AFRMAFFIRM HLDGS INC568.5K$46.4M6.3%
METAMETA PLATFORMS INC76.3K$43.0M5.9%
MTZMASTEC INC87.8K$36.5M5.0%
SHOPSHOPIFY INC307.1K$35.1M4.8%
NTRANATERA INC116.0K$31.5M4.3%
ISRGINTUIT98.6K$25.7M3.5%
ONONON HLDG AG668.8K$23.7M3.2%
NFLXNETFLIX INC.300.8K$21.5M2.9%
LIONLIONSGATE STUDIOS CORP1.2M$19.1M2.6%
MELIMERCADOLIBRE INC10.6K$18.1M2.5%
RRRRED ROCK RESORTS INC237.9K$15.5M2.1%
SPYSTATE STR SPDR S&P 500 ETF T2.4K$1.8M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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