Universe · entity
ThornTree Capital Partners LP
Institutional manager (13F) · CIK 1688511
13F holdings · as of 2026-03-31 · top 16 · reported portfolio $564M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | INTUIT | $57M | 131,173 |
| 2 | CIENA CORP | $51M | 130,272 |
| 3 | VIKING HOLDINGS LTD | $50M | 677,087 |
| 4 | LIBERTY MEDIA CORP DEL | $44M | 513,490 |
| 5 | META PLATFORMS INC | $44M | 76,272 |
| 6 | ON HLDG AG | $41M | 1,197,338 |
| 7 | NU HLDGS LTD | $41M | 2,827,444 |
| 8 | RALPH LAUREN CORP | $40M | 117,540 |
| 9 | AFFIRM HLDGS INC | $38M | 834,289 |
| 10 | MASTEC INC | $36M | 112,741 |
| 11 | NETFLIX INC. | $29M | 300,810 |
| 12 | SHOPIFY INC | $25M | 211,795 |
| 13 | ANALOG DEVICES INC | $20M | 63,652 |
| 14 | MERCADOLIBRE INC | $18M | 10,642 |
| 15 | VEEVA SYS INC | $17M | 97,238 |
| 16 | ALPHABET INC | $13M | 45,628 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.