ThornTree Capital Partners LP
Top Portfolio Positions
15 positions ·
$519,876,826 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| INTU |
Intuit Inc.
Technology
|
131,173 | $56,716,581 | 10.91% | |
| CIEN |
Ciena Corp
Technology
|
130,272 | $50,575,498 | 9.73% | |
| VIK |
Viking Holdings Ltd
Consumer Cyclical
|
677,087 | $49,752,352 | 9.57% | |
| META |
Meta Platforms, Inc.
Communication Services
|
76,272 | $43,637,499 | 8.39% | |
| ONON |
On Holding AG
Consumer Cyclical
|
1,197,338 | $40,733,438 | 7.84% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
2,827,444 | $40,630,370 | 7.82% | |
| RL |
Ralph Lauren Corp
Consumer Cyclical
|
117,540 | $40,432,584 | 7.78% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
834,289 | $38,227,121 | 7.35% | |
| MTZ |
Mastec Inc
Industrials
|
112,741 | $36,273,289 | 6.98% | |
| NFLX |
Netflix Inc
Communication Services
|
300,810 | $28,922,881 | 5.56% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AFRM
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,227,121 | 834,289 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $57,143,930 | 767,754 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,371,974 | 415,599 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $40,866,994 | 591,076 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,953,784 | 662,841 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $41,051,532 | 674,081 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $29,256,306 | 716,715 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,123,988 | 897,848 | Shares | Sole | 2024-08-14 | |
| 2022-09-30 | $7,840,967 | 417,962 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,866,213 | 435,560 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,806,238 | 449,573 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $31,731,808 | 315,551 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $65,266,442 | 547,859 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $41,478,911 | 615,871 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $28,641,600 | 405,000 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $53,609,861 | 758,058 | Shares | Sole | 2021-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||