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

Currently, ThornTree Capital Partners LP holds 16 types of securities in its portfolio with a total value $563.5M. In the most recent quarter, they have increased their positions in MTZ (+112.7K shares, valued at $36.3M), SHOP (+211.8K shares, valued at $25.1M), ADI (+63.7K shares, valued at $20.3M); decreased their positions in N/A (-101.2K shares, valued at $29.1M), CIEN (-48.4K shares, valued at $18.8M), MELI (-3.2K shares, valued at $5.5M); initiated new positions in MTZ (+112.7K shares, valued at $36.3M), SHOP (+211.8K shares, valued at $25.1M), ADI (+63.7K shares, valued at $20.3M).

1M P&L

+7.0M+1.30%

3M P&L

-20.8M-3.67%

HY P&L

-10.8M-1.95%

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 - Application81.8M

16.1%

2Communication Equipment50.6M

10.0%

3Travel Services49.8M

9.8%

Top Industries by Stock Count

1Software - Application2 stocks

14.3%

2Software - Infrastructure1 stocks

7.1%

3Semiconductors1 stocks

7.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INTU INTUIT131.2K shares46.89%2026-03-312026-05-15

CIEN CIENA CORP130.3K shares-27.08%2026-03-312026-05-15

VIK VIKING HOLDINGS LTD677.1K shares9.21%2026-03-312026-05-15

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL513.5K shares56.16%2026-03-312026-05-15

META META PLATFORMS INC76.3K shares0.00%2026-03-312026-05-15

ONON ON HLDG AG1.2M shares38.90%2026-03-312026-05-15

NU NU HLDGS LTD2.8M shares20.79%2026-03-312026-05-15

RL RALPH LAUREN CORP117.5K shares4.90%2026-03-312026-05-15

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AFRM AFFIRM HLDGS INC834.3K shares8.67%2026-03-312026-05-15

MTZ MASTEC INC112.7K sharesnew addition2026-03-312026-05-15

NFLX NETFLIX INC.300.8K shares0.00%2026-03-312026-05-15

SHOP SHOPIFY INC211.8K sharesnew addition2026-03-312026-05-15

ADI ANALOG DEVICES INC63.7K sharesnew addition2026-03-312026-05-15

MELI MERCADOLIBRE INC10.6K shares-23.03%2026-03-312026-05-15

VEEV VEEVA SYS INC97.2K sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC45.6K shares-68.92%2026-03-312026-05-15

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INTU

INTUIT

46.89%

Shares131.2K

Event2026-03-31

Filed2026-05-15

CIEN

CIENA CORP

-27.08%

Shares130.3K

Event2026-03-31

Filed2026-05-15

VIK

VIKING HOLDINGS LTD

9.21%

Shares677.1K

Event2026-03-31

Filed2026-05-15

LIBERTY MEDIA CORP DEL

56.16%

Shares513.5K

Event2026-03-31

Filed2026-05-15