ThornTree Capital Partners as of March 31, 2026
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 | 131k | 432.38 | |
| Ciena Corp Com New (CIEN) | 9.0 | $51M | 130k | 388.23 | |
| Viking Holdings Ord Shs (VIK) | 8.8 | $50M | 677k | 73.48 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.7 | $44M | 514k | 85.02 | |
| Meta Platforms Cl A (META) | 7.7 | $44M | 76k | 572.13 | |
| On Hldg Namen Akt A (ONON) | 7.2 | $41M | 1.2M | 34.02 | |
| Nu Hldgs Ord Shs Cl A (NU) | 7.2 | $41M | 2.8M | 14.37 | |
| Ralph Lauren Corp Cl A (RL) | 7.2 | $40M | 118k | 343.99 | |
| Affirm Hldgs Com Cl A (AFRM) | 6.8 | $38M | 834k | 45.82 | |
| MasTec (MTZ) | 6.4 | $36M | 113k | 321.74 | |
| Netflix (NFLX) | 5.1 | $29M | 301k | 96.15 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 4.5 | $25M | 212k | 118.62 | |
| Analog Devices (ADI) | 3.6 | $20M | 64k | 318.14 | |
| MercadoLibre (MELI) | 3.3 | $18M | 11k | 1729.02 | |
| Veeva Sys Cl A Com (VEEV) | 3.0 | $17M | 97k | 175.66 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $13M | 46k | 287.56 |
