§ 13F · FUND PROFILE
ThornTree Capital Partners LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $653M (13F)Positions · 18Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$99M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | INTU | INTUIT | 131K | $57M | 10.1% | +47% |
| 2 | CIEN | CIENA CORP | 130K | $51M | 9.0% | −27% |
| 3 | VIK | VIKING HOLDINGS LTD | 677K | $50M | 8.8% | +9% |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | 513K | $44M | 7.7% | +56% |
| 5 | META | META PLATFORMS INC | 76K | $44M | 7.7% | ±0% |
| 6 | ONON | ON HLDG AG | 1.20M | $41M | 7.2% | +39% |
| 7 | NU | NU HLDGS LTD | 2.83M | $41M | 7.2% | +21% |
| 8 | RL | RALPH LAUREN CORP | 118K | $40M | 7.2% | +5% |
| 9 | AFRM | AFFIRM HLDGS INC | 834K | $38M | 6.8% | +9% |
| 10 | MTZ | MASTEC INC | 113K | $36M | 6.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE THORNTREE SIGNAL
AC read
ThornTree Capital Partners LP is a Other fund managing $653 million in assets. The fund runs a focused portfolio of just 18 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed