13F HOLDINGS REPORT
ThornTree Capital Partners LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003503
Total Value
$600.6M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 76,272 | $56.3M | 9.37% |
| 2 | VIKING HOLDINGS LTD | VIK | 785,860 | $41.9M | 6.97% |
| 3 | COSTAR GROUP INC | CSGP | 512,507 | $41.2M | 6.86% |
| 4 | AFFIRM HLDGS INC | AFRM | 591,076 | $40.9M | 6.80% |
| 5 | CARMAX INC | KMX | 606,928 | $40.8M | 6.79% |
| 6 | NETFLIX INC | NFLX | 30,081 | $40.3M | 6.71% |
| 7 | INTUIT | INTU | 49,089 | $38.7M | 6.44% |
| 8 | NU HLDGS LTD | NU | 2,812,435 | $38.6M | 6.42% |
| 9 | LIBERTY MEDIA CORP DEL | FWONB | 360,379 | $37.7M | 6.27% |
| 10 | DICKS SPORTING GOODS INC | 253393102 | 170,731 | $33.8M | 5.62% |
| 11 | FERGUSON ENTERPRISES INC | FERG | 148,481 | $32.3M | 5.38% |
| 12 | RALPH LAUREN CORP | RL | 117,470 | $32.2M | 5.36% |
| 13 | CIENA CORP | CIEN | 378,962 | $30.8M | 5.13% |
| 14 | CONFLUENT INC | 20717M103 | 1,207,633 | $30.1M | 5.01% |
| 15 | MERCADOLIBRE INC | MELI | 10,642 | $27.8M | 4.63% |
| 16 | ON HLDG AG | H5919C104 | 376,178 | $19.6M | 3.26% |
| 17 | TESLA INC | TSLA | 55,941 | $17.8M | 2.96% |