ThornTree Capital Partners LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TC ThornTree Capital Partners LP | Institutional Filer | ▼ 5.75% | $563.5M | 16 |
Current Portfolio Holdings
Showing all 16 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | INTU | Intuit Inc. | Technology | 131K | $56.7M | 10.06% |
| 2 | CIEN | Ciena Corporation | Technology | 130K | $50.6M | 8.97% |
| 3 | VIK | Viking Holdings Ltd | Consumer Cyclical | 677K | $49.8M | 8.83% |
| 4 | FWONK | Formula One Group | Communication Services | 513K | $43.7M | 7.75% |
| 5 | META | Meta Platforms, Inc. | Technology | 76K | $43.6M | 7.74% |
| 6 | ONON | On Holding AG | Consumer Cyclical | 1.2M | $40.7M | 7.23% |
| 7 | NU | Nu Holdings Ltd. | Financial Services | 2.8M | $40.6M | 7.21% |
| 8 | RL | Ralph Lauren Corporation | Consumer Cyclical | 118K | $40.4M | 7.17% |
| 9 | AFRM | Affirm Holdings, Inc. | Technology | 834K | $38.2M | 6.78% |
| 10 | MTZ | MasTec, Inc. | Industrials | 113K | $36.3M | 6.44% |
| 11 | NFLX | Netflix, Inc. | Communication Services | 301K | $28.9M | 5.13% |
| 12 | SHOP | Shopify Inc. | Technology | 212K | $25.1M | 4.46% |
| 13 | ADI | Analog Devices, Inc. | Technology | 64K | $20.3M | 3.59% |
| 14 | MELI | MercadoLibre, Inc. | Consumer Cyclical | 11K | $18.4M | 3.27% |
| 15 | VEEV | Veeva Systems Inc. | Healthcare | 97K | $17.1M | 3.03% |
Showing 1 to 15 of 16 holdings