ThornTree Capital Partners LP: 13F holdings
CIK 16885112026Q2
| Positions | 19 |
|---|
| Reported value | $731.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 19 (+3 vs prior quarter) |
|---|
| Reported value | $731.3m (+29.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VIKING HOLDINGS LTD | 616,700 | $64.5m | 8.8% |
| CIEN CIENA CORP | 130,272 | $63.9m | 8.7% |
| NU HLDGS LTD | 4,584,775 | $61.3m | 8.4% |
| FWONK LIBERTY MEDIA CORP DEL | 604,763 | $57.5m | 7.9% |
| AXP AMERICAN EXPRESS CO | 166,784 | $56.4m | 7.7% |
| ADI ANALOG DEVICES INC | 139,751 | $55.5m | 7.6% |
| RL RALPH LAUREN CORP | 135,557 | $54.4m | 7.4% |
| AFRM AFFIRM HLDGS INC | 568,524 | $46.4m | 6.3% |
| META META PLATFORMS INC | 76,272 | $43.0m | 5.9% |
| MTZ MASTEC INC | 87,828 | $36.5m | 5.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1688511")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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