ThornTree Capital Partners as of June 30, 2025
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 17 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 9.4 | $56M | 76k | 738.09 | |
| Viking Holdings Ord Shs (VIK) | 7.0 | $42M | 786k | 53.29 | |
| CoStar (CSGP) | 6.9 | $41M | 513k | 80.40 | |
| Affirm Hldgs Com Cl A (AFRM) | 6.8 | $41M | 591k | 69.14 | |
| CarMax (KMX) | 6.8 | $41M | 607k | 67.21 | |
| Netflix (NFLX) | 6.7 | $40M | 30k | 1339.13 | |
| Intuit (INTU) | 6.4 | $39M | 49k | 787.63 | |
| Nu Hldgs Ord Shs Cl A (NU) | 6.4 | $39M | 2.8M | 13.72 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 6.3 | $38M | 360k | 104.50 | |
| Dick's Sporting Goods (DKS) | 5.6 | $34M | 171k | 197.81 | |
| Ferguson Enterprises Common Stock New (FERG) | 5.4 | $32M | 149k | 217.75 | |
| Ralph Lauren Corp Cl A (RL) | 5.4 | $32M | 118k | 274.28 | |
| Ciena Corp Com New (CIEN) | 5.1 | $31M | 379k | 81.33 | |
| Confluent Class A Com (CFLT) | 5.0 | $30M | 1.2M | 24.93 | |
| MercadoLibre (MELI) | 4.6 | $28M | 11k | 2613.63 | |
| On Hldg Namen Akt A (ONON) | 3.3 | $20M | 376k | 52.05 | |
| Tesla Motors (TSLA) | 3.0 | $18M | 56k | 317.66 |
