The Analysis of ThornTree Capital Partners LP's Holdings


Currently, ThornTree Capital Partners LP holds 15 types of securities in its portfolio with a total value $597.9M. In the most recent quarter, they have increased their positions in DUOL (+184.9K shares, valued at $32.4M), AFRM (+352.2K shares, valued at $26.2M), NFLX (+270.7K shares, valued at $25.4M); decreased their positions in CIEN (-160.5K shares, valued at $37.5M), CSGP (-268.2K shares, valued at $18.0M), NU (-383.3K shares, valued at $6.4M); initiated new positions in DUOL (+184.9K shares, valued at $32.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
INTU INTUIT89.3K shares14.33%2025-12-312026-02-17history
AFRM AFFIRM HLDGS INC767.8K shares84.73%2025-12-312026-02-17history
META META PLATFORMS INC76.3K shares0.00%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC146.8K shares11.08%2025-12-312026-02-17history
VIK VIKING HOLDINGS LTD620.0K shares0.00%2025-12-312026-02-17history
RKT ROCKET COS INC2.2M shares2.63%2025-12-312026-02-17history
CIEN CIENA CORP178.7K shares-47.32%2025-12-312026-02-17history
ONON ON HLDG AG862.0K shares48.87%2025-12-312026-02-17history
Sponsored
RL RALPH LAUREN CORP112.1K shares-5.27%2025-12-312026-02-17history
NU NU HLDGS LTD2.3M shares-14.07%2025-12-312026-02-17history
DUOL DUOLINGO INC184.9K sharesnew addition2025-12-312026-02-17history
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL328.8K shares0.00%2025-12-312026-02-17history
NFLX NETFLIX INC300.8K shares900.00%2025-12-312026-02-17history
MELI MERCADOLIBRE INC13.8K shares14.46%2025-12-312026-02-17history
CSGP COSTAR GROUP INC242.0K shares-52.56%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available