ThornTree Capital Partners LP reported 19 holdings worth US$731M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
ThornTree Capital Partners LP reported 19 holdings worth US$731M as of Jun 30, 2026. Largest: Viking Holdings Ltd, Ciena Corporation and Nu Holdings Ltd. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 19
- Value as reported
- US$731M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Viking Holdings Ltd | 617K | US$64.5M | 8.8% |
| Ciena Corporation | 130K | US$63.9M | 8.7% |
| Nu Holdings Ltd. | 4.58M | US$61.3M | 8.4% |
| Liberty Media Corporation - Series A Liberty Formula One | 605K | US$57.5M | 7.9% |
| American Express Company | 167K | US$56.4M | 7.7% |
| Analog Devices, Inc. | 140K | US$55.5M | 7.6% |
| Ralph Lauren Corporation | 136K | US$54.4M | 7.4% |
| Affirm Holdings, Inc. | 569K | US$46.4M | 6.3% |
| Meta Platforms, Inc. | 76,272 | US$43M | 5.9% |
| Mastec, Inc. | 87,828 | US$36.5M | 5.0% |
| Shopify Inc. | 307K | US$35.1M | 4.8% |
| Natera, Inc. | 116K | US$31.5M | 4.3% |
| Intuit Inc. | 98,636 | US$25.7M | 3.5% |
| Netflix, Inc. | 301K | US$21.5M | 2.9% |
| Lionsgate Studios Corp | 1.25M | US$19.1M | 2.6% |
| Mercadolibre, Inc. | 10,642 | US$18.1M | 2.5% |
| Red Rock Resorts, Inc. | 238K | US$15.5M | 2.1% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Veeva Systems Inc. | 0 | US$0 | 0.00% |