ThornTree Capital Partners LP
CIK: 0001688511Latest portfolio: $597.9M · Q4 2025
Holdings
15
Total Value
$597.9M
New Positions
1
Closed Positions
4
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | INTUINTUIT | 89,302 | $59.2M | 9.89% | +11K | |
| 2 | AFRMAFFIRM HLDGS INC | 767,754 | $57.1M | 9.56% | +352K | |
| 3 | METAMETA PLATFORMS INC | 76,272 | $50.3M | 8.42% | — | |
| 4 | GOOGLALPHABET INC | 146,825 | $46.0M | 7.69% | +15K | |
| 5 | VIKVIKING HOLDINGS LTD | 619,995 | $44.3M | 7.40% | — | |
| 6 | RKTROCKET COS INC | 2,231,659 | $43.2M | 7.23% | +57K | |
| 7 | CIENCIENA CORP | 178,657 | $41.8M | 6.99% | -160,484 | |
| 8 | ONONON HLDG AG | 862,010 | $40.1M | 6.70% | +283K | |
| 9 | RLRALPH LAUREN CORP | 112,052 | $39.6M | 6.63% | -6,238 | |
| 10 | NUNU HLDGS LTD | 2,340,774 | $39.2M | 6.55% | -383,317 | |
| 11 | DUOLDUOLINGO INC | 184,867 | $32.4M | 5.43% | NEW | |
| 12 | FWONALIBERTY MEDIA CORP DEL | 328,829 | $32.4M | 5.42% | — | |
| 13 | NFLXNETFLIX INC | 300,810 | $28.2M | 4.72% | +271K | |
| 14 | MLB1MERCADOLIBRE INC | 13,826 | $27.8M | 4.66% | +2K | |
| 15 | CSGPCOSTAR GROUP INC | 242,032 | $16.3M | 2.72% | -268,169 |
Quarterly Changes
New Positions
- DUOLNEW$32.4M
Sector Breakdown
Technology0.0% ($59155571434.2T)
Communication Services0.0% ($50346459563.2T)
Consumer Cyclical0.0% ($442734.0T)
Financial Services0.0% ($4.3T)
Unknown0.0% ($27.8M)
Real Estate0.0% ($16.3M)
Filing History
Fund Information
ThornTree Capital Partners LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $597.9M across 15 holdings. The largest position is INTUIT (INTU), representing 9.9% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.