ThornTree Capital Partners
Long / Short- Manager
- ThornTree Capital Partners
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $731.3M
- Positions
- 19
- CIK
- 0001688511
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Viking Holdings LTDVIKHISTORY | 8.83% | (8.9%) | $64.5M | 616,700 | (60,387) | — | 13F |
| 2 | Ciena CorpCIENHISTORY | 8.74% | — | $63.9M | 130,272 | — | 0.09% | 13F |
| 3 | Nu Hldgs LTDNUHISTORY | 8.38% | +62.2% | $61.3M | 4,584,775 | +1,757,331 | — | 13F |
| 4 | Liberty Media Corp DelFWONKHISTORY | 7.87% | +17.8% | $57.5M | 604,763 | +91,273 | 0.18% | 13F |
| 5 | American Express CoAXPHISTORY | 7.71% | NEW | $56.4M | 166,784 | +166,784 | 0.02% | 13F |
| 6 | Analog Devices IncADIHISTORY | 7.59% | +119.6% | $55.5M | 139,751 | +76,099 | 0.03% | 13F |
| 7 | Ralph Lauren CorpRLHISTORY | 7.44% | +15.3% | $54.4M | 135,557 | +18,017 | 0.23% | 13F |
| 8 | Affirm Hldgs IncAFRMHISTORY | 6.34% | (31.9%) | $46.4M | 568,524 | (265,765) | 0.17% | 13F |
| 9 | Meta Platforms IncMETAHISTORY | 5.87% | — | $43.0M | 76,272 | — | 0.00% | 13F |
| 10 | Mastec IncMTZHISTORY | 5.00% | (22.1%) | $36.5M | 87,828 | (24,913) | 0.11% | 13F |
| 11 | Shopify IncSHOPHISTORY | 4.80% | +45.0% | $35.1M | 307,137 | +95,342 | 0.02% | 13F |
| 12 | Natera IncNTRAHISTORY | 4.31% | NEW | $31.5M | 116,021 | +116,021 | 0.08% | 13F |
| 13 | IntuitINTUHISTORY | 3.52% | (24.8%) | $25.7M | 98,636 | (32,537) | 0.04% | 13F |
| 14 | On Hldg AGONONHISTORY | 3.24% | (44.1%) | $23.7M | 668,771 | (528,567) | — | 13F |
| 15 | Netflix Inc.NFLXHISTORY | 2.94% | — | $21.5M | 300,810 | — | 0.01% | 13F |
| 16 | Lionsgate Studios CorpLIONHISTORY | 2.61% | NEW | $19.1M | 1,246,584 | +1,246,584 | 0.42% | 13F |
| 17 | Mercadolibre IncMELIHISTORY | 2.47% | — | $18.1M | 10,642 | — | 0.02% | 13F |
| 18 | Red Rock Resorts IncRRRHISTORY | 2.12% | NEW | $15.5M | 237,896 | +237,896 | 0.41% | 13F |
| 19 | State STR SPDR S&P 500 ETF TSPYHISTORY | 0.25% | NEW | $1.8M | 2,401 | +2,401 | 0.00% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology