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The Analysis of ThornTree Capital Partners LP's Holdings & P&L

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).

1M P&L

+7.6K+0.00%

3M P&L

+13.5M+2.79%

HY P&L

+5.5M+1.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application91.6M

17.6%

2Software - Infrastructure57.1M

11.0%

3Internet Content & Information50.3M

9.7%

Top Industries by Stock Count

1Software - Application2 stocks

15.4%

2Software - Infrastructure1 stocks

7.7%

3Communication Equipment1 stocks

7.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INTU INTUIT89.3K shares14.33%2025-12-312026-02-17

AFRM AFFIRM HLDGS INC767.8K shares84.73%2025-12-312026-02-17

META META PLATFORMS INC76.3K shares0.00%2025-12-312026-02-17

ALPHABET INC ALPHABET INC146.8K shares11.08%2025-12-312026-02-17

VIK VIKING HOLDINGS LTD620.0K shares0.00%2025-12-312026-02-17

RKT ROCKET COS INC2.2M shares2.63%2025-12-312026-02-17

CIEN CIENA CORP178.7K shares-47.32%2025-12-312026-02-17

ONON ON HLDG AG862.0K shares48.87%2025-12-312026-02-17

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RL RALPH LAUREN CORP112.1K shares-5.27%2025-12-312026-02-17

NU NU HLDGS LTD2.3M shares-14.07%2025-12-312026-02-17

DUOL DUOLINGO INC184.9K sharesnew addition2025-12-312026-02-17

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL328.8K shares0.00%2025-12-312026-02-17

NFLX NETFLIX INC300.8K shares900.00%2025-12-312026-02-17

MELI MERCADOLIBRE INC13.8K shares14.46%2025-12-312026-02-17

CSGP COSTAR GROUP INC242.0K shares-52.56%2025-12-312026-02-17

INTUIT

14.33%

Shares89.3K

Event2025-12-31

Filed2026-02-17

AFFIRM HLDGS INC

84.73%

Shares767.8K

Event2025-12-31

Filed2026-02-17

META PLATFORMS INC

0.00%

Shares76.3K

Event2025-12-31

Filed2026-02-17

ALPHABET INC

11.08%

Shares146.8K

Event2025-12-31

Filed2026-02-17

VIKING HOLDINGS LTD

0.00%

Shares620.0K

Event2025-12-31

Filed2026-02-17

ROCKET COS INC

2.63%

Shares2.2M

Event2025-12-31

Filed2026-02-17

CIENA CORP

-47.32%

Shares178.7K

Event2025-12-31

Filed2026-02-17

ON HLDG AG

48.87%

Shares862.0K

Event2025-12-31

Filed2026-02-17

RALPH LAUREN CORP

-5.27%

Shares112.1K

Event2025-12-31

Filed2026-02-17

NU HLDGS LTD

-14.07%

Shares2.3M

Event2025-12-31

Filed2026-02-17

DUOLINGO INC

New

Shares184.9K

Event2025-12-31

Filed2026-02-17

LIBERTY MEDIA CORP DEL

LIBERTY MEDIA CORP DEL

0.00%

Shares328.8K

Event2025-12-31

Filed2026-02-17

NETFLIX INC

900.00%

Shares300.8K

Event2025-12-31

Filed2026-02-17

MERCADOLIBRE INC

14.46%

Shares13.8K

Event2025-12-31

Filed2026-02-17

COSTAR GROUP INC

-52.56%

Shares242.0K

Event2025-12-31

Filed2026-02-17

Call Option Holdings

No call option holdings data available

No call option holdings data available

Put Option Holdings

No put option holdings data available

No put option holdings data available