ThornTree Capital Partners as of June 30, 2026
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 19 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Viking Holdings Ord Shs (VIK) | 8.8 | $65M | 617k | 104.67 | |
| Ciena Corp Com New (CIEN) | 8.7 | $64M | 130k | 490.56 | |
| Nu Hldgs Ord Shs Cl A (NU) | 8.4 | $61M | 4.6M | 13.36 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.9 | $58M | 605k | 95.14 | |
| American Express Company (AXP) | 7.7 | $56M | 167k | 338.25 | |
| Analog Devices (ADI) | 7.6 | $56M | 140k | 397.17 | |
| Ralph Lauren Corp Cl A (RL) | 7.4 | $54M | 136k | 401.41 | |
| Affirm Hldgs Com Cl A (AFRM) | 6.3 | $46M | 569k | 81.55 | |
| Meta Platforms Cl A (META) | 5.9 | $43M | 76k | 563.29 | |
| MasTec (MTZ) | 5.0 | $37M | 88k | 416.06 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 4.8 | $35M | 307k | 114.18 | |
| Natera (NTRA) | 4.3 | $32M | 116k | 271.45 | |
| Intuit (INTU) | 3.5 | $26M | 99k | 261.00 | |
| On Hldg Namen Akt A (ONON) | 3.2 | $24M | 669k | 35.42 | |
| Netflix (NFLX) | 2.9 | $22M | 301k | 71.40 | |
| Lionsgate Studios Corp (LION) | 2.6 | $19M | 1.2M | 15.31 | |
| MercadoLibre (MELI) | 2.5 | $18M | 11k | 1697.39 | |
| Red Rock Resorts Cl A (RRR) | 2.1 | $16M | 238k | 65.06 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $1.8M | 2.4k | 746.77 |
