account_balance
Investment manager · 13F filer · SEC CIK 1688511
ThornTree Capital Partners LP
Reported value$731Mas of Jun 30, 2026
Positions19 5 new, 2 sold out
Top 10 weight73.8%VIK alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VIKViking Holdings Ltd
8.8%Trimmed −9%
CIENCiena Corp
8.7%
NUNu Holdings Ltd.
8.4%Added +62%
FWONKLiberty Media Corp
7.9%Added +18%
AXPAmerican Express Co
7.7%New
ADIAnalog Devices Inc
7.6%Added +120%
RLRalph Lauren Corp
7.4%Added +15%
AFRMAffirm Holdings, Inc.
6.3%Trimmed −32%
METAMeta Platforms, Inc.
5.9%
MTZMasTec Inc
5.0%Trimmed −22%
SHOPShopify Inc.
4.8%Added +45%
NTRANatera, Inc.
4.3%
VIKViking Holdings Ltd
8.8%−9%
CIENCiena Corp
8.7%
NUNu Holdings Ltd.
8.4%
FWONKLiberty Media Corp
7.9%Added +18%
AXPAmerican Express Co
7.7%New
ADIAnalog Devices Inc
7.6%Added +120%
RLRalph Lauren Corp
7.4%
AFRMAffirm Holdings, Inc.
6.3%
METAMeta Platforms, Inc.
5.9%
MTZMasTec Inc
5.0%
SHOPShopify Inc.
4.8%
NTRANatera, Inc.
4.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VIK Viking Holdings Ltd 8.8% Trimmed −9%CIEN Ciena Corp 8.7% HeldNU Nu Holdings Ltd. 8.4% Added +62%FWONK Liberty Media Corp 7.9% Added +18%AXP American Express Co 7.7% NewADI Analog Devices Inc 7.6% Added +120%RL Ralph Lauren Corp 7.4% Added +15%AFRM Affirm Holdings, Inc. 6.3% Trimmed −32%META Meta Platforms, Inc. 5.9% HeldMTZ MasTec Inc 5.0% Trimmed −22%SHOP Shopify Inc. 4.8% Added +45%NTRA Natera, Inc. 4.3% New
What changed
Biggest moves since Mar 31, 2026
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