ThornTree Capital Partners LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$453.0B
Holdings
19
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 76,272 | $44.0B | 9.70% | |
| 2 | VIKVIKING HOLDINGS LTD | 959,057 | $38.1B | 8.42% | |
| 3 | KMXCARMAX INC | 470,068 | $36.6B | 8.09% | |
| 4 | INTUINTUIT | 56,543 | $34.7B | 7.66% | |
| 5 | CSGPCOSTAR GROUP INC | 393,198 | $31.2B | 6.88% | |
| 6 | AFRMAFFIRM HLDGS INC | 662,841 | $30.0B | 6.61% | |
| 7 | NFLXNETFLIX INC | 30,081 | $28.1B | 6.19% | |
| 8 | FWONALIBERTY MEDIA CORP DEL | 305,386 | $27.5B | 6.07% | |
| 9 | NUNU HLDGS LTD | 2,620,248 | $26.8B | 5.92% | |
| 10 | CIENCIENA CORP | 433,489 | $26.2B | 5.78% | |
| 11 | CFLTCONFLUENT INC | 1,059,340 | $24.8B | 5.48% | |
| 12 | MLB1MERCADOLIBRE INC | 10,642 | $20.8B | 4.58% | |
| 13 | ONONON HLDG AG | 450,282 | $19.8B | 4.37% | |
| 14 | WBDWARNER BROS DISCOVERY INC | 1,792,720 | $19.2B | 4.25% | |
| 15 | ADUNITED STATES CELLULAR CORP | 200,366 | $13.9B | 3.06% | |
| 16 | RLRALPH LAUREN CORP | 58,706 | $13.0B | 2.86% | |
| 17 | FERGFERGUSON ENTERPRISES INC | 74,667 | $12.0B | 2.64% | |
| 18 | BOOTBOOT BARN HLDGS INC | 50,000 | $5.4B | 1.19% | |
| 19 | FWONALIBERTY MEDIA CORP DEL | 16,891 | $1.2B | 0.25% |