ThornTree Capital Partners LP
ThornTree Capital Partners LP reported 19 positions worth $731.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VIK (8.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VIK | SH | $64.5M | 8.83% | 616,700 | — | — | |
| ▸ 2 | CIEN | SH | $63.9M | 8.74% | 130,272 | — | — | |
| ▸ 3 | NU | SH | $61.3M | 8.38% | 4,584,775 | — | — | |
| ▸ 4 | FWONK | SH | $57.5M | 7.87% | 604,763 | — | — | |
| ▸ 5 | AXP | SH | $56.4M | 7.71% | 166,784 | — | — | |
| ▸ 6 | ADI | SH | $55.5M | 7.59% | 139,751 | — | — | |
| ▸ 7 | RL | SH | $54.4M | 7.44% | 135,557 | — | — | |
| ▸ 8 | AFRM | SH | $46.4M | 6.34% | 568,524 | — | — | |
| ▸ 9 | META | SH | $43.0M | 5.87% | 76,272 | — | — | |
| ▸ 10 | MTZ | SH | $36.5M | 5.00% | 87,828 | — | — |
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Frequently Asked Questions
What stocks does ThornTree Capital Partners LP hold as of Q2 2026?
ThornTree Capital Partners LP reported 19 positions worth $731.3M in its Q2 2026 13F filing. Largest positions: VIK (8.8%), CIEN (8.7%), NU (8.4%), FWONK (7.9%) and AXP (7.7%).
What did ThornTree Capital Partners LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ThornTree Capital Partners LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.