ThornTree Capital Partners
Latest statistics and disclosures from ThornTree Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are INTU, CIEN, VIK, FWONK, META, and represent 43.36% of ThornTree Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: MTZ (+$36M), SHOP (+$25M), ADI (+$20M), INTU (+$18M), VEEV (+$17M), FWONK (+$16M), ONON (+$11M), NU (+$7.0M), VIK, AFRM.
- Started 4 new stock positions in VEEV, SHOP, ADI, MTZ.
- Reduced shares in these 6 stocks: RKT (-$43M), DUOL (-$32M), GOOGL (-$29M), CIEN (-$19M), , MELI (-$5.5M).
- Sold out of its positions in CSGP, DUOL, RKT.
- ThornTree Capital Partners was a net buyer of stock by $15M.
- ThornTree Capital Partners has $564M in assets under management (AUM), dropping by -5.75%.
- Central Index Key (CIK): 0001688511
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Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Intuit (INTU) | 10.1 | $57M | +46% | 131k | 432.38 |
|
| Ciena Corp Com New (CIEN) | 9.0 | $51M | -27% | 130k | 388.23 |
|
| Viking Holdings Ord Shs (VIK) | 8.8 | $50M | +9% | 677k | 73.48 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.7 | $44M | +56% | 514k | 85.02 |
|
| Meta Platforms Cl A (META) | 7.7 | $44M | 76k | 572.13 |
|
|
| On Hldg Namen Akt A (ONON) | 7.2 | $41M | +38% | 1.2M | 34.02 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 7.2 | $41M | +20% | 2.8M | 14.37 |
|
| Ralph Lauren Corp Cl A (RL) | 7.2 | $40M | +4% | 118k | 343.99 |
|
| Affirm Hldgs Com Cl A (AFRM) | 6.8 | $38M | +8% | 834k | 45.82 |
|
| MasTec (MTZ) | 6.4 | $36M | NEW | 113k | 321.74 |
|
| Netflix (NFLX) | 5.1 | $29M | 301k | 96.15 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 4.5 | $25M | NEW | 212k | 118.62 |
|
| Analog Devices (ADI) | 3.6 | $20M | NEW | 64k | 318.14 |
|
| MercadoLibre (MELI) | 3.3 | $18M | -23% | 11k | 1729.02 |
|
| Veeva Sys Cl A Com (VEEV) | 3.0 | $17M | NEW | 97k | 175.66 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $13M | -68% | 46k | 287.56 |
|
Past Filings by ThornTree Capital Partners
SEC 13F filings are viewable for ThornTree Capital Partners going back to 2016
- ThornTree Capital Partners 2026 Q1 filed May 15, 2026
- 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