ThornTree Capital Partners LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$653.4B
Holdings
18
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 76,272 | $56.0B | 8.57% | |
| 2 | INTUINTUIT | 78,110 | $53.3B | 8.16% | |
| 3 | CIENCIENA CORP | 339,141 | $49.4B | 7.56% | |
| 4 | NUNU HLDGS LTD | 2,724,091 | $43.6B | 6.68% | |
| 5 | CSGPCOSTAR GROUP INC | 510,201 | $43.0B | 6.59% | |
| 6 | RKTROCKET COS INC | 2,174,449 | $42.1B | 6.45% | |
| 7 | VIKVIKING HOLDINGS LTD | 619,995 | $38.5B | 5.90% | |
| 8 | RLRALPH LAUREN CORP | 118,290 | $37.1B | 5.68% | |
| 9 | NFLXNETFLIX INC | 30,081 | $36.1B | 5.52% | |
| 10 | CFLTCONFLUENT INC | 1,750,817 | $34.7B | 5.31% | |
| 11 | FWONALIBERTY MEDIA CORP DEL | 328,829 | $34.3B | 5.26% | |
| 12 | DKSDICKS SPORTING GOODS INC | 151,329 | $33.6B | 5.15% | |
| 13 | GOOGLALPHABET INC | 132,184 | $32.1B | 4.92% | |
| 14 | AFRMAFFIRM HLDGS INC | 415,599 | $30.4B | 4.65% | |
| 15 | MLB1MERCADOLIBRE INC | 12,079 | $28.2B | 4.32% | |
| 16 | ONONON HLDG AG | 579,034 | $24.5B | 3.75% | |
| 17 | TDSTELEPHONE & DATA SYS INC | 531,692 | $20.9B | 3.19% | |
| 18 | FERGFERGUSON ENTERPRISES INC | 68,344 | $15.3B | 2.35% |