Holdings
ThornTree Capital Partners LP
As of Jun 30, 2026, ThornTree Capital Partners LP reported 17 positions worth US$706M. Largest: Viking Holdings Ltd, Ciena Corporation and Nu Holdings Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Viking Holdings Ltd | 617K | US$64.5M | −60,387 | Jun 30, 2026 |
| Ciena Corporation | 130K | US$63.9M | no change | Jun 30, 2026 |
| Nu Holdings Ltd. | 4.58M | US$61.3M | +1.76M | Jun 30, 2026 |
| Liberty Media Corporation - Series A Liberty Formula One | 605K | US$57.5M | +91,273 | Jun 30, 2026 |
| American Express Company | 167K | US$56.4M | new | Jun 30, 2026 |
| Analog Devices, Inc. | 140K | US$55.5M | +76,099 | Jun 30, 2026 |
| Ralph Lauren Corporation | 136K | US$54.4M | +18,017 | Jun 30, 2026 |
| Affirm Holdings, Inc. | 569K | US$46.4M | −266K | Jun 30, 2026 |
| Meta Platforms, Inc. | 76,272 | US$43M | no change | Jun 30, 2026 |
| Mastec, Inc. | 87,828 | US$36.5M | −24,913 | Jun 30, 2026 |