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 VIK
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,752,352 | 677,087 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,273,842 | 619,995 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,538,889 | 619,995 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,878,479 | 785,860 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,122,515 | 959,057 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $43,055,784 | 977,208 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $37,901,774 | 1,086,322 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,362,893 | 894,605 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||