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Equibles

ThornTree Capital Partners LP

Position in ONON — On Holding AG

CIK 1688511 Boston, MA
Back to ONON Full portfolio

Position in ONON

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$23,687,868
-$17,045,570 QoQ
Shares Held
668,771
-44.1% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
3.24%
of 13F equity value
Holder Rank
#49
of 489 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ONON Over Time

Shares Held

Position Value (USD)

Derivatives in ONON

reported options exposure · as of Dec 31, 2024
CallValue
$0
CallShares
0
PutValue
$12,049,400
PutShares
220,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Footwear & Accessories

Consumer Cyclical · as of Jun 30, 2026

ThornTree Capital Partners LP holds $23,687,868 across 1 Footwear & Accessories name. ONON ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ONON
On Holding AG
This page 		668,771 $23,687,868

All Filings in ONON

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,687,868 668,771
2026-03-31 $40,733,438 1,197,338
2025-12-31 $40,066,224 862,010
2025-09-30 $24,522,089 579,034
2025-06-30 $19,580,064 376,178
2025-03-31 $19,776,385 450,282
2024-12-31 $12,049,400 220,000
2024-12-31 $31,994,552 584,162
2024-09-30 $22,138,416 441,444
2024-09-30 $22,066,000 440,000
2024-06-30 $17,128,027 441,444
2024-03-31 $15,618,288 441,444
2023-12-31 $17,828,788 661,060
2023-09-30 $13,007,547 467,561
2023-06-30 $14,174,721 429,537
2023-03-31 $33,311,480 1,073,525
2022-12-31 $18,381,363 1,071,175
2022-09-30 $14,621,758 911,013
2022-06-30 $5,518,501 311,956
2022-03-31 $14,882,437 589,637
2021-12-31 $4,673,240 123,598