ThornTree Capital Partners LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
ThornTree Capital Partners LP disclosed 16 US equity positions worth $563.5m in its Q1 2026 13F filing. The largest position was INTU at 10.1% of the reported book, followed by CIEN and VIK.
What did ThornTree Capital Partners LP own in Q1 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | INTU INTUIT | Technology | 10.1% | $56.7m | 131,173 | – | |
| 2 | CIEN CIENA CORP | Technology | 9.0% | $50.6m | 130,272 | – | |
| 3 | VIK VIKING HOLDINGS LTD | Consumer Cyclical | 8.8% | $49.8m | 677,087 | – | |
| 4 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 7.7% | $43.7m | 513,490 | – | |
| 5 | META META PLATFORMS INC | Communication Services | 7.7% | $43.6m | 76,272 | – | |
| 6 | ON HLDG AG | 7.2% | $40.7m | 1,197,338 | – | ||
| 7 | NU NU HLDGS LTD | Financial Services | 7.2% | $40.6m | 2,827,444 | – | |
| 8 | RL RALPH LAUREN CORP | Consumer Cyclical | 7.2% | $40.4m | 117,540 | – | |
| 9 | AFRM AFFIRM HLDGS INC | Financial Services | 6.8% | $38.2m | 834,289 | – | |
| 10 | MTZ MASTEC INC | Industrials | 6.4% | $36.3m | 112,741 | – | |
| 11 | NFLX NETFLIX INC. | Communication Services | 5.1% | $28.9m | 300,810 | – | |
| 12 | SHOP SHOPIFY INC | Technology | 4.5% | $25.1m | 211,795 | – | |
| 13 | ADI ANALOG DEVICES INC | Technology | 3.6% | $20.3m | 63,652 | – | |
| 14 | MELI MERCADOLIBRE INC | Consumer Cyclical | 3.3% | $18.4m | 10,642 | – | |
| 15 | VEEV VEEVA SYS INC | Healthcare | 3.0% | $17.1m | 97,238 | – | |
| 16 | GOOGL ALPHABET INC | Communication Services | 2.3% | $13.1m | 45,628 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.