§ 13F · FUND PROFILE
ThornTree Capital Partners LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $653.4T (13F)Positions · 18Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$32.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | INTU | INTUIT | 89K | $59.2T | 9.9% | +14% |
| 2 | AFRM | AFFIRM HLDGS INC | 768K | $57.1T | 9.6% | +85% |
| 3 | META | META PLATFORMS INC | 76K | $50.3T | 8.4% | ±0% |
| 4 | GOOGL | ALPHABET INC | 147K | $46.0T | 7.7% | +11% |
| 5 | VIK | VIKING HOLDINGS LTD | 620K | $44.3T | 7.4% | ±0% |
| 6 | RKT | ROCKET COS INC | 2.23M | $43.2T | 7.2% | +3% |
| 7 | CIEN | CIENA CORP | 179K | $41.8T | 7.0% | −47% |
| 8 | ONON | ON HLDG AG | 862K | $40.1T | 6.7% | +49% |
| 9 | RL | RALPH LAUREN CORP | 112K | $39.6T | 6.6% | −5% |
| 10 | NU | NU HLDGS LTD | 2.34M | $39.2T | 6.6% | −14% |
§ 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 $653360.1 trillion in assets. The fund runs a focused portfolio of just 18 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed