ThornTree Capital Partners LP
CIK: 0001688511SEC EDGAR →
Portfolio Value
$598K
Holdings
15
As of
Q4 2025
New Positions
3
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AFFIRM HLDGS INC | 767,754 | $57.1M | 9557.27% |
| 2 | ALPHABET INC | 146,825 | $46.0M | 7686.22% |
| 3 | VIKING HOLDINGS LTD | 619,995 | $44.3M | 7404.74% |
| 4 | ROCKET COS INC | 2,231,659 | $43.2M | 7225.95% |
| 5 | CIENA CORP | 178,657 | $41.8M | 6988.11% |
| 6 | ON HLDG AG | 862,010 | $40.1M | 6701.11% |
| 7 | RALPH LAUREN CORP | 112,052 | $39.6M | 6626.85% |
| 8 | NU HLDGS LTD | 2,340,774 | $39.2M | 6553.59% |
| 9 | DUOLINGO INC | 184,867 | $32.4M | 5426.32% |
| 10 | LIBERTY MEDIA CORP DEL | 328,829 | $32.4M | 5417.62% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 4 | $131.4M | 28.5% |
| Consumer Cyclical | 3 | $124.0M | 26.9% |
| Communication Services | 4 | $106.6M | 23.1% |
| Financial Services | 2 | $82.4M | 17.9% |
| Real Estate | 1 | $16.3M | 3.5% |
| Unknown | 1 | $28K | 0.0% |