ThornTree Capital Partners LP
CIK 0001688511 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$731.3M
2026 Q2
Positions
19
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
73.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VIK
VIKING HOLDINGS LTD
8.8%
CIEN
CIENA CORP
8.7%
NU
NU HLDGS LTD
8.4%
FWONK
LIBERTY MEDIA CORP DEL
7.9%
AXP
AMERICAN EXPRESS CO
7.7%
ADI
ANALOG DEVICES INC
7.6%
RL
RALPH LAUREN CORP
7.4%
AFRM
AFFIRM HLDGS INC
6.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.