13F HOLDINGS REPORT
ThornTree Capital Partners LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002153
Total Value
$453.0M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 76,272 | $44.0M | 9.70% |
| 2 | VIKING HOLDINGS LTD | VIK | 959,057 | $38.1M | 8.42% |
| 3 | CARMAX INC | KMX | 470,068 | $36.6M | 8.09% |
| 4 | INTUIT | INTU | 56,543 | $34.7M | 7.66% |
| 5 | COSTAR GROUP INC | CSGP | 393,198 | $31.2M | 6.88% |
| 6 | AFFIRM HLDGS INC | AFRM | 662,841 | $30.0M | 6.61% |
| 7 | NETFLIX INC | NFLX | 30,081 | $28.1M | 6.19% |
| 8 | LIBERTY MEDIA CORP DEL | FWONB | 305,386 | $27.5M | 6.07% |
| 9 | NU HLDGS LTD | NU | 2,620,248 | $26.8M | 5.92% |
| 10 | CIENA CORP | CIEN | 433,489 | $26.2M | 5.78% |
| 11 | CONFLUENT INC | 20717M103 | 1,059,340 | $24.8M | 5.48% |
| 12 | MERCADOLIBRE INC | MELI | 10,642 | $20.8M | 4.58% |
| 13 | ON HLDG AG | H5919C104 | 450,282 | $19.8M | 4.37% |
| 14 | WARNER BROS DISCOVERY INC | WBD | 1,792,720 | $19.2M | 4.25% |
| 15 | UNITED STATES CELLULAR CORP | UNTCW | 200,366 | $13.9M | 3.06% |
| 16 | RALPH LAUREN CORP | RL | 58,706 | $13.0M | 2.86% |
| 17 | FERGUSON ENTERPRISES INC | FERG | 74,667 | $12.0M | 2.64% |
| 18 | BOOT BARN HLDGS INC | BOOT | 50,000 | $5.4M | 1.19% |
| 19 | LIBERTY MEDIA CORP DEL | FWONB | 16,891 | $1.2M | 0.25% |