§ 13F · FUND PROFILE
ThornTree Capital Partners LP.
AUM · $731M (13F)Positions · 19Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$124M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VIK | VIKING HOLDINGS LTD | 617K | $65M | 8.8% | −9% |
| 2 | CIEN | CIENA CORP | 130K | $64M | 8.7% | ±0% |
| 3 | NU | NU HLDGS LTD | 4.58M | $61M | 8.4% | +62% |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | 605K | $58M | 7.9% | +18% |
| 5 | AXP | AMERICAN EXPRESS CO | 167K | $56M | 7.7% | NEW |
| 6 | ADI | ANALOG DEVICES INC | 140K | $56M | 7.6% | +120% |
| 7 | RL | RALPH LAUREN CORP | 136K | $54M | 7.4% | +15% |
| 8 | AFRM | AFFIRM HLDGS INC | 569K | $46M | 6.3% | −32% |
| 9 | META | META PLATFORMS INC | 76K | $43M | 5.9% | ±0% |
| 10 | MTZ | MASTEC INC | 88K | $37M | 5.0% | −22% |
§ 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 $731 million in assets. The fund runs a focused portfolio of just 19 positions.
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