13F HOLDINGS REPORT
ThornTree Capital Partners LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001163
Total Value
$770.1M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 65,000 | $57.9M | 7.52% |
| 2 | META PLATFORMS INC | META | 89,856 | $52.6M | 6.83% |
| 3 | CIENA CORP | CIEN | 611,992 | $51.9M | 6.74% |
| 4 | NETFLIX INC | NFLX | 54,305 | $48.4M | 6.29% |
| 5 | VIKING HOLDINGS LTD | VIK | 977,208 | $43.1M | 5.59% |
| 6 | AFFIRM HLDGS INC | AFRM | 674,081 | $41.1M | 5.33% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 432,447 | $40.1M | 5.20% |
| 8 | NU HLDGS LTD | NU | 3,497,960 | $36.2M | 4.71% |
| 9 | CARMAX INC | KMX | 435,568 | $35.6M | 4.62% |
| 10 | COSTAR GROUP INC | CSGP | 463,350 | $33.2M | 4.31% |
| 11 | ON HLDG AG | H5919C104 | 584,162 | $32.0M | 4.15% |
| 12 | MERCADOLIBRE INC | MELI | 18,758 | $31.9M | 4.14% |
| 13 | DUOLINGO INC | DUOL | 85,532 | $27.7M | 3.60% |
| 14 | DUOLINGO INC | DUOL | 85,000 | $27.6M | 3.58% |
| 15 | FERGUSON ENTERPRISES INC | FERG | 158,711 | $27.5M | 3.58% |
| 16 | FLUTTER ENTMT PLC | G3643J108 | 100,000 | $25.8M | 3.36% |
| 17 | MERCADOLIBRE INC | MELI | 15,000 | $25.5M | 3.31% |
| 18 | ACV AUCTIONS INC | ACVA | 1,040,719 | $22.5M | 2.92% |
| 19 | UNITED STATES CELLULAR CORP | UNTCW | 351,923 | $22.1M | 2.87% |
| 20 | WARNER BROS DISCOVERY INC | WBD | 2,078,165 | $22.0M | 2.85% |
| 21 | BIRKENSTOCK HOLDING PLC | BIRK | 344,257 | $19.5M | 2.53% |
| 22 | FERGUSON ENTERPRISES INC | FERG | 100,000 | $17.4M | 2.25% |
| 23 | ON HLDG AG | H5919C104 | 220,000 | $12.0M | 1.56% |
| 24 | NU HLDGS LTD | NU | 750,000 | $7.8M | 1.01% |
| 25 | BOOT BARN HLDGS INC | BOOT | 50,000 | $7.6M | 0.99% |
| 26 | LIBERTY MEDIA CORP DEL | FWONB | 16,891 | $1.1M | 0.15% |