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ThornTree Capital Partners LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $731,339,436
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VIKING HOLDINGS LTD · ORD SHS · G93A5A101 · shares: $64,549,989
- CIENA CORP · COM NEW · 171779309 · shares: $63,906,232
- NU HLDGS LTD · ORD SHS CL A · G6683N103 · shares: $61,252,594
- LIBERTY MEDIA CORP DEL · COM LBTY ONE S C · 531229755 · shares: $57,537,152
- AMERICAN EXPRESS CO · COM · 025816109 · shares: $56,414,688
- ANALOG DEVICES INC · COM · 032654105 · shares: $55,504,905
- RALPH LAUREN CORP · CL A · 751212101 · shares: $54,413,935
- AFFIRM HLDGS INC · COM CL A · 00827B106 · shares: $46,363,132
- META PLATFORMS INC · CL A · 30303M102 · shares: $42,963,255
- MASTEC INC · COM · 576323109 · shares: $36,541,718
Reported holdings
19 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | — | 616,700 shares | $64,549,989 |
| CIENA CORP | COM NEW | 171779309 | — | 130,272 shares | $63,906,232 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 4,584,775 shares | $61,252,594 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 604,763 shares | $57,537,152 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 166,784 shares | $56,414,688 |
| ANALOG DEVICES INC | COM | 032654105 | — | 139,751 shares | $55,504,905 |
| RALPH LAUREN CORP | CL A | 751212101 | — | 135,557 shares | $54,413,935 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 568,524 shares | $46,363,132 |
| META PLATFORMS INC | CL A | 30303M102 | — | 76,272 shares | $42,963,255 |
| MASTEC INC | COM | 576323109 | — | 87,828 shares | $36,541,718 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 307,137 shares | $35,068,903 |
| NATERA INC | COM | 632307104 | — | 116,021 shares | $31,493,900 |
| INTUIT | COM | 461202103 | — | 98,636 shares | $25,743,996 |
| ON HLDG AG | NAMEN AKT A | H5919C104 | — | 668,771 shares | $23,687,869 |
| NETFLIX INC. | COM | 64110L106 | — | 300,810 shares | $21,477,834 |
| LIONSGATE STUDIOS CORP | COM | 53626N102 | — | 1,246,584 shares | $19,085,201 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 10,642 shares | $18,063,624 |
| RED ROCK RESORTS INC | CL A | 75700L108 | — | 237,896 shares | $15,477,514 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 2,401 shares | $1,792,995 |