ThornTree Capital Partners as of March 31, 2025
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 19 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 9.7 | $44M | 76k | 576.36 | |
| Viking Holdings Ord Shs (VIK) | 8.4 | $38M | 959k | 39.75 | |
| CarMax (KMX) | 8.1 | $37M | 470k | 77.92 | |
| Intuit (INTU) | 7.7 | $35M | 57k | 613.99 | |
| CoStar (CSGP) | 6.9 | $31M | 393k | 79.23 | |
| Affirm Hldgs Com Cl A (AFRM) | 6.6 | $30M | 663k | 45.19 | |
| Netflix (NFLX) | 6.2 | $28M | 30k | 932.53 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 6.1 | $28M | 305k | 90.01 | |
| Nu Hldgs Ord Shs Cl A (NU) | 5.9 | $27M | 2.6M | 10.24 | |
| Ciena Corp Com New (CIEN) | 5.8 | $26M | 434k | 60.43 | |
| Confluent Class A Com (CFLT) | 5.5 | $25M | 1.1M | 23.44 | |
| MercadoLibre (MELI) | 4.6 | $21M | 11k | 1950.87 | |
| On Hldg Namen Akt A (ONON) | 4.4 | $20M | 450k | 43.92 | |
| Warner Bros Discovery Com Ser A (WBD) | 4.2 | $19M | 1.8M | 10.73 | |
| United States Cellular Corporation (AD) | 3.1 | $14M | 200k | 69.15 | |
| Ralph Lauren Corp Cl A (RL) | 2.9 | $13M | 59k | 220.74 | |
| Ferguson Enterprises Common Stock New (FERG) | 2.6 | $12M | 75k | 160.23 | |
| Boot Barn Hldgs (BOOT) | 1.2 | $5.4M | 50k | 107.43 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.3 | $1.2M | 17k | 68.14 |
