13F HOLDINGS REPORT
ThornTree Capital Partners LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-005051
Total Value
$653.4M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 76,272 | $56.0M | 8.57% |
| 2 | INTUIT | INTU | 78,110 | $53.3M | 8.16% |
| 3 | CIENA CORP | CIEN | 339,141 | $49.4M | 7.56% |
| 4 | NU HLDGS LTD | NU | 2,724,091 | $43.6M | 6.68% |
| 5 | COSTAR GROUP INC | CSGP | 510,201 | $43.0M | 6.59% |
| 6 | ROCKET COS INC | 77311W101 | 2,174,449 | $42.1M | 6.45% |
| 7 | VIKING HOLDINGS LTD | VIK | 619,995 | $38.5M | 5.90% |
| 8 | RALPH LAUREN CORP | RL | 118,290 | $37.1M | 5.68% |
| 9 | NETFLIX INC | NFLX | 30,081 | $36.1M | 5.52% |
| 10 | CONFLUENT INC | 20717M103 | 1,750,817 | $34.7M | 5.31% |
| 11 | LIBERTY MEDIA CORP DEL | FWONB | 328,829 | $34.3M | 5.26% |
| 12 | DICKS SPORTING GOODS INC | 253393102 | 151,329 | $33.6M | 5.15% |
| 13 | ALPHABET INC | GOOG | 132,184 | $32.1M | 4.92% |
| 14 | AFFIRM HLDGS INC | AFRM | 415,599 | $30.4M | 4.65% |
| 15 | MERCADOLIBRE INC | MELI | 12,079 | $28.2M | 4.32% |
| 16 | ON HLDG AG | H5919C104 | 579,034 | $24.5M | 3.75% |
| 17 | TELEPHONE & DATA SYS INC | TDS-PV | 531,692 | $20.9M | 3.19% |
| 18 | FERGUSON ENTERPRISES INC | FERG | 68,344 | $15.3M | 2.35% |