ThornTree Capital Partners as of Dec. 31, 2025
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 | 89k | 662.42 | |
| Affirm Hldgs Com Cl A (AFRM) | 9.6 | $57M | 768k | 74.43 | |
| Meta Platforms Cl A (META) | 8.4 | $50M | 76k | 660.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.7 | $46M | 147k | 313.00 | |
| Viking Holdings Ord Shs (VIK) | 7.4 | $44M | 620k | 71.41 | |
| Rocket Cos Com Cl A (RKT) | 7.2 | $43M | 2.2M | 19.36 | |
| Ciena Corp Com New (CIEN) | 7.0 | $42M | 179k | 233.87 | |
| On Hldg Namen Akt A (ONON) | 6.7 | $40M | 862k | 46.48 | |
| Ralph Lauren Corp Cl A (RL) | 6.6 | $40M | 112k | 353.61 | |
| Nu Hldgs Ord Shs Cl A (NU) | 6.6 | $39M | 2.3M | 16.74 | |
| Duolingo Cl A Com (DUOL) | 5.4 | $32M | 185k | 175.50 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 5.4 | $32M | 329k | 98.51 | |
| Netflix (NFLX) | 4.7 | $28M | 301k | 93.76 | |
| MercadoLibre (MELI) | 4.7 | $28M | 14k | 2014.26 | |
| CoStar (CSGP) | 2.7 | $16M | 242k | 67.24 |
