ThornTree Capital Partners as of Sept. 30, 2025
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 18 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 8.6 | $56M | 76k | 734.38 | |
| Intuit (INTU) | 8.2 | $53M | 78k | 682.91 | |
| Ciena Corp Com New (CIEN) | 7.6 | $49M | 339k | 145.67 | |
| Nu Hldgs Ord Shs Cl A (NU) | 6.7 | $44M | 2.7M | 16.01 | |
| CoStar (CSGP) | 6.6 | $43M | 510k | 84.37 | |
| Rocket Cos Com Cl A (RKT) | 6.4 | $42M | 2.2M | 19.38 | |
| Viking Holdings Ord Shs (VIK) | 5.9 | $39M | 620k | 62.16 | |
| Ralph Lauren Corp Cl A (RL) | 5.7 | $37M | 118k | 313.56 | |
| Netflix (NFLX) | 5.5 | $36M | 30k | 1198.92 | |
| Confluent Class A Com (CFLT) | 5.3 | $35M | 1.8M | 19.80 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 5.3 | $34M | 329k | 104.45 | |
| Dick's Sporting Goods (DKS) | 5.1 | $34M | 151k | 222.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $32M | 132k | 243.10 | |
| Affirm Hldgs Com Cl A (AFRM) | 4.6 | $30M | 416k | 73.08 | |
| MercadoLibre (MELI) | 4.3 | $28M | 12k | 2336.94 | |
| On Hldg Namen Akt A (ONON) | 3.8 | $25M | 579k | 42.35 | |
| Telephone & Data Sys Com New (TDS) | 3.2 | $21M | 532k | 39.24 | |
| Ferguson Enterprises Common Stock New (FERG) | 2.3 | $15M | 68k | 224.58 |
