ThornTree Capital Partners LP
CIK 1688511 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- VIK8.83%
- CIEN8.74%
- NU8.38%
- FWONK7.87%
- AXP7.71%
- ADI7.59%
- RL7.44%
- AFRM6.34%
- META5.87%
- MTZ5.00%
Share classes counted separately73.77%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- INTUWeight decreased · -6.54 pp10.06% → 3.52%Shares -32.54K (-24.80%)
- ADIWeight increased · +4.00 pp3.59% → 7.59%Shares +76.10K (+119.55%)
- ONONWeight decreased · -3.99 pp7.23% → 3.24%Shares -528.57K (-44.15%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 19
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VIKVIKING HOLDINGS LTDORD SHS View history and evidence | $64.55M | 8.83% | 616.70K shares | 8.83% → 8.83%+0.00 pp -60.39K (-8.92%) | Reduced | ▾ |
| 02 | CIENCIENA CORPCOM NEW View history and evidence | $63.91M | 8.74% | 130.27K shares | 8.97% → 8.74%-0.23 pp 0 (0.00%) | Unchanged | ▾ |
| 03 | NUNU HOLDINGS LTD/CAYMAN ISL-AORD SHS CL A View history and evidence | $61.25M | 8.38% | 4.58M shares | 7.21% → 8.38%+1.17 pp +1.76M (+62.15%) | Added | ▾ |
| 04 | FWONKLIBERTY MEDIA CORP-CCOM LBTY ONE S C View history and evidence | $57.54M | 7.87% | 604.76K shares | 7.75% → 7.87%+0.12 pp +91.27K (+17.78%) | Added | ▾ |
| 05 | AXPAMERICAN EXPRESS CO View history and evidence | $56.41M | 7.71% | 166.78K shares | Prior unavailable +166.78K | New | ▾ |
| 06 | ADIANALOG DEVICES INC View history and evidence | $55.50M | 7.59% | 139.75K shares | 3.59% → 7.59%+4.00 pp +76.10K (+119.55%) | Added | ▾ |
| 07 | RLRALPH LAUREN CORPCL A View history and evidence | $54.41M | 7.44% | 135.56K shares | 7.17% → 7.44%+0.27 pp +18.02K (+15.33%) | Added | ▾ |
| 08 | AFRMAFFIRM HOLDINGS INCCOM CL A View history and evidence | $46.36M | 6.34% | 568.52K shares | 6.78% → 6.34%-0.44 pp -265.76K (-31.86%) | Reduced | ▾ |
| 09 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $42.96M | 5.87% | 76.27K shares | 7.74% → 5.87%-1.87 pp 0 (0.00%) | Unchanged | ▾ |
| 10 | MTZMASTEC INC View history and evidence | $36.54M | 5.00% | 87.83K shares | 6.44% → 5.00%-1.44 pp -24.91K (-22.10%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VEEV VEEVA SYSTEMS INC-CLASS A | Non-derivative | -97,238 | -$17.08M | SEC filing ↗ | SEC filing ↗ |
| GOOGL ALPHABET INC-CL A | Non-derivative | -45,628 | -$13.12M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1688511 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 731339436
}Take these holdings further.
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