ThornTree Capital Partners
Latest statistics and disclosures from ThornTree Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are INTU, AFRM, META, GOOGL, VIK, and represent 42.96% of ThornTree Capital Partners's stock portfolio.
- Added to shares of these 8 stocks: DUOL (+$32M), AFRM (+$26M), NFLX (+$25M), ONON (+$13M), INTU (+$7.4M), GOOGL, MELI, RKT.
- Started 1 new stock position in DUOL.
- Reduced shares in these 8 stocks: CIEN (-$38M), CFLT (-$35M), DKS (-$34M), TDS (-$21M), CSGP (-$18M), FERG (-$15M), NU (-$6.4M), RL.
- Sold out of its positions in CFLT, DKS, FERG, TDS.
- ThornTree Capital Partners was a net seller of stock by $-55M.
- ThornTree Capital Partners has $598M in assets under management (AUM), dropping by -8.49%.
- Central Index Key (CIK): 0001688511
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Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Intuit (INTU) | 9.9 | $59M | +14% | 89k | 662.42 |
|
| Affirm Hldgs Com Cl A (AFRM) | 9.6 | $57M | +84% | 768k | 74.43 |
|
| Meta Platforms Cl A (META) | 8.4 | $50M | 76k | 660.09 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.7 | $46M | +11% | 147k | 313.00 |
|
| Viking Holdings Ord Shs (VIK) | 7.4 | $44M | 620k | 71.41 |
|
|
| Rocket Cos Com Cl A (RKT) | 7.2 | $43M | +2% | 2.2M | 19.36 |
|
| Ciena Corp Com New (CIEN) | 7.0 | $42M | -47% | 179k | 233.87 |
|
| On Hldg Namen Akt A (ONON) | 6.7 | $40M | +48% | 862k | 46.48 |
|
| Ralph Lauren Corp Cl A (RL) | 6.6 | $40M | -5% | 112k | 353.61 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 6.6 | $39M | -14% | 2.3M | 16.74 |
|
| Duolingo Cl A Com (DUOL) | 5.4 | $32M | NEW | 185k | 175.50 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 5.4 | $32M | 329k | 98.51 |
|
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| Netflix (NFLX) | 4.7 | $28M | +900% | 301k | 93.76 |
|
| MercadoLibre (MELI) | 4.7 | $28M | +14% | 14k | 2014.26 |
|
| CoStar (CSGP) | 2.7 | $16M | -52% | 242k | 67.24 |
|
Past Filings by ThornTree Capital Partners
SEC 13F filings are viewable for ThornTree Capital Partners going back to 2016
- ThornTree Capital Partners 2025 Q4 filed Feb. 17, 2026
- ThornTree Capital Partners 2025 Q3 filed Nov. 14, 2025
- ThornTree Capital Partners 2025 Q2 filed Aug. 14, 2025
- ThornTree Capital Partners 2025 Q1 filed May 15, 2025
- ThornTree Capital Partners 2024 Q4 filed Feb. 14, 2025
- ThornTree Capital Partners 2024 Q3 filed Nov. 14, 2024
- ThornTree Capital Partners 2024 Q2 filed Aug. 14, 2024
- ThornTree Capital Partners 2024 Q1 filed May 15, 2024
- ThornTree Capital Partners 2023 Q4 filed Feb. 14, 2024
- ThornTree Capital Partners 2023 Q3 filed Nov. 14, 2023
- ThornTree Capital Partners 2023 Q2 filed Aug. 14, 2023
- ThornTree Capital Partners 2023 Q1 filed May 15, 2023
- ThornTree Capital Partners 2022 Q4 filed Feb. 14, 2023
- ThornTree Capital Partners 2022 Q3 filed Nov. 14, 2022
- ThornTree Capital Partners 2022 Q2 filed Aug. 15, 2022
- ThornTree Capital Partners 2022 Q1 filed May 16, 2022