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 |
|---|---|---|---|---|
| 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
Holdings in MTZ
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,273,289 | 112,741 | Shares | Sole | 2026-05-15 | |
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