ThornTree Capital Partners LP
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.
View clone backtestPortfolio Concentration
19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top 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 |
|---|---|---|
| Technology | 24.6% | $180,224,034 |
| Consumer Cyclical | 24.1% | $176,192,929 |
| Financial Services | 22.4% | $164,030,414 |
| Communication Services | 16.7% | $121,978,239 |
| Industrials | 5.0% | $36,541,717 |
| Healthcare | 4.3% | $31,493,900 |
| Unclassified | 2.9% | $20,878,195 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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
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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VIK |
Viking Holdings Ltd
Consumer Cyclical
|
Reduced | 616,700 | $64,549,989 | 8.83% | |
| CIEN |
Ciena Corp
Technology
|
Held | 130,272 | $63,906,232 | 8.74% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Added | 4,584,775 | $61,252,594 | 8.38% | |
| FWONA |
Liberty Media Corp
Communication Services
|
Added | 604,763 | $57,537,151 | 7.87% | |
| AXP |
American Express Co
Financial Services
|
NEW | 166,784 | $56,414,688 | 7.71% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 139,751 | $55,504,904 | 7.59% | |
| RL |
Ralph Lauren Corp
Consumer Cyclical
|
Added | 135,557 | $54,413,935 | 7.44% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
Reduced | 568,524 | $46,363,132 | 6.34% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 76,272 | $42,963,254 | 5.87% | |
| MTZ |
Mastec Inc
Industrials
|
Reduced | 87,828 | $36,541,717 | 5.00% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 307,137 | $35,068,902 | 4.80% | |
| NTRA |
Natera, Inc.
Healthcare
|
NEW | 116,021 | $31,493,900 | 4.31% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 98,636 | $25,743,996 | 3.52% | |
| ONON |
On Holding AG
Consumer Cyclical
|
Reduced | 668,771 | $23,687,868 | 3.24% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 300,810 | $21,477,834 | 2.94% | |
| LION |
Lionsgate Studios Corp.
|
NEW | 1,246,584 | $19,085,201 | 2.61% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Held | 10,642 | $18,063,624 | 2.47% | |
| RRR |
Red Rock Resorts, Inc.
Consumer Cyclical
|
NEW | 237,896 | $15,477,513 | 2.12% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 2,401 | $1,792,994 | 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.