The Analysis of ThornTree Capital Partners LP's Holdings
Currently, ThornTree Capital Partners LP holds 18 types of securities in its portfolio with a total value $653.4M. In the most recent quarter, they have increased their positions in RKT (+2.2M shares, valued at $42.1M), GOOGL (+132.2K shares, valued at $32.1M), TDS (+531.7K shares, valued at $20.9M); decreased their positions in FERG (-80.1K shares, valued at $18.0M), AFRM (-175.5K shares, valued at $12.8M), VIK (-165.9K shares, valued at $10.3M); initiated new positions in RKT (+2.2M shares, valued at $42.1M), GOOGL (+132.2K shares, valued at $32.1M), TDS (+531.7K shares, valued at $20.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
META META PLATFORMS INC76.3K shares0.00%2025-09-302025-11-14
INTU INTUIT78.1K shares59.12%2025-09-302025-11-14 CIEN CIENA CORP339.1K shares-10.51%2025-09-302025-11-14 NU NU HLDGS LTD2.7M shares-3.14%2025-09-302025-11-14 CSGP COSTAR GROUP INC510.2K shares-0.45%2025-09-302025-11-14 RKT ROCKET COS INC2.2M sharesnew addition2025-09-302025-11-14 VIK VIKING HOLDINGS LTD620.0K shares-21.11%2025-09-302025-11-14 RL RALPH LAUREN CORP118.3K shares0.70%2025-09-302025-11-14 NFLX NETFLIX INC30.1K shares0.00%2025-09-302025-11-14 CFLT CONFLUENT INC1.8M shares44.98%2025-09-302025-11-14 FWONK LIBERTY MEDIA CORP DEL328.8K shares-8.75%2025-09-302025-11-14 DKS DICKS SPORTING GOODS INC151.3K shares-11.36%2025-09-302025-11-14 GOOGL ALPHABET INC132.2K sharesnew addition2025-09-302025-11-14 AFRM AFFIRM HLDGS INC415.6K shares-29.69%2025-09-302025-11-14 MELI MERCADOLIBRE INC12.1K shares13.50%2025-09-302025-11-14 ONON ON HLDG AG579.0K shares53.93%2025-09-302025-11-14 TDS TELEPHONE & DATA SYS INC531.7K sharesnew addition2025-09-302025-11-14 FERG FERGUSON ENTERPRISES INC68.3K shares-53.97%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available