ThornTree Capital Partners LP

CIK

1688511

Location

Boston, MA

Portfolio Value

Small $731,339,428

Diversification

Diversified

Filing Date

Global Rank

#3,071 / 8,795 ▲ 18 · as of Jun 2026

Top Industry

Credit Services 14.5%

Period ended 3 months ago

Filed Aug 14, 2026 · 54d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.8%

−1.2 pts

Top 5

41.5%

−1.8 pts

Top 10

73.8%

−4.4 pts

HHI

649

Diversified−58

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.6%	$180,224,034	4
Consumer Cyclical	24.1%	$176,192,929	5
Financial Services	22.4%	$164,030,414	3
Communication Services	16.7%	$121,978,239	3
Industrials	5.0%	$36,541,717	1
Healthcare	4.3%	$31,493,900	1
Unclassified	2.9%	$20,878,195	2

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	+1,757,331	4,584,775	$61,252,594
SHOP	Shopify Inc.	+95,342	307,137	$35,068,902
FWONA	Liberty Media Corp	+91,273	604,763	$57,537,151
ADI	Analog Devices Inc	+76,099	139,751	$55,504,904
RL	Ralph Lauren Corp	+18,017	135,557	$54,413,935
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
ONON	On Holding AG	−528,567	668,771	$23,687,868
AFRM	Affirm Holdings, Inc.	−265,765	568,524	$46,363,132
VIK	Viking Holdings Ltd	−60,387	616,700	$64,549,989
INTU	Intuit Inc.	−32,537	98,636	$25,743,996
MTZ	Mastec Inc	−24,913	87,828	$36,541,717
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AXP	American Express Co	166,784	$56,414,688
NTRA	Natera, Inc.	116,021	$31,493,900
LION	Lionsgate Studios Corp.	1,246,584	$19,085,201
RRR	Red Rock Resorts, Inc.	237,896	$15,477,513
SPY	Spdr S&P 500 ETF Trust	2,401	$1,792,994
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
VEEV	Veeva Systems Inc	97,238	$17,080,827
GOOGL	Alphabet Inc.	45,628	$13,120,787
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 tracked positions · $731,339,428 total · filing declares 19 positions · $731,339,436 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VIK	Viking Holdings Ltd Consumer Cyclical	Reduced	616,700	-60,387	$64,549,989	+29.7%	8.83%
CIEN	Ciena Corp Technology	Held	130,272	0	$63,906,232	+26.4%	8.74%
NU	Nu Holdings Ltd. Financial Services	Added	4,584,775	+1,757,331	$61,252,594	+50.8%	8.38%
FWONA	Liberty Media Corp Communication Services	Added	604,763	+91,273	$57,537,151	+31.8%	7.87%
AXP	American Express Co Financial Services	NEW	166,784	NEW	$56,414,688	NEW	7.71%
ADI	Analog Devices Inc Technology	Added	139,751	+76,099	$55,504,904	+174.1%	7.59%
RL	Ralph Lauren Corp Consumer Cyclical	Added	135,557	+18,017	$54,413,935	+34.6%	7.44%
AFRM	Affirm Holdings, Inc. Financial Services	Reduced	568,524	-265,765	$46,363,132	+21.3%	6.34%
META	Meta Platforms, Inc. Communication Services	Held	76,272	0	$42,963,254	−1.5%	5.87%
MTZ	Mastec Inc Industrials	Reduced	87,828	-24,913	$36,541,717	+0.7%	5.00%
SHOP	Shopify Inc. Technology	Added	307,137	+95,342	$35,068,902	+39.6%	4.80%
NTRA	Natera, Inc. Healthcare	NEW	116,021	NEW	$31,493,900	NEW	4.31%
INTU	Intuit Inc. Technology	Reduced	98,636	-32,537	$25,743,996	−54.6%	3.52%
ONON	On Holding AG Consumer Cyclical	Reduced	668,771	-528,567	$23,687,868	−41.8%	3.24%
NFLX	Netflix Inc Communication Services	Held	300,810	0	$21,477,834	−25.7%	2.94%
LION	Lionsgate Studios Corp.	NEW	1,246,584	NEW	$19,085,201	NEW	2.61%
MELI	Mercadolibre Inc Consumer Cyclical	Held	10,642	0	$18,063,624	−1.8%	2.47%
RRR	Red Rock Resorts, Inc. Consumer Cyclical	NEW	237,896	NEW	$15,477,513	NEW	2.12%
SPY	Spdr S&P 500 ETF Trust	NEW	2,401	NEW	$1,792,994	NEW	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.