Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ThornTree Capital Partners LP (CIK 1688511) reported $563.5M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: INTU ($56.7M, 10.06%), CIEN ($50.6M, 8.97%), VIK ($49.8M, 8.83%), FWONK ($43.7M, 7.75%), META ($43.6M, 7.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | INTU | INTUIT | $56.7M | 10.06% | 131,173 | Added |
| 2 | CIEN | CIENA CORP | $50.6M | 8.97% | 130,272 | Trimmed |
| 3 | VIK | VIKING HOLDINGS LTD | $49.8M | 8.83% | 677,087 | Added |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | $43.7M | 7.75% | 513,490 | Added |
| 5 | META | META PLATFORMS INC | $43.6M | 7.74% | 76,272 | Hold |
| 6 | ONON | ON HLDG AG | $40.7M | 7.23% | 1.2M | Added |
| 7 | NU | NU HLDGS LTD | $40.6M | 7.21% | 2.8M | Added |
| 8 | RL | RALPH LAUREN CORP | $40.4M | 7.17% | 117,540 | Added |
| 9 | AFRM | AFFIRM HLDGS INC | $38.2M | 6.78% | 834,289 | Added |
| 10 | MTZ | MASTEC INC | $36.3M | 6.44% | 112,741 | New |
| 11 | NFLX | NETFLIX INC. | $28.9M | 5.13% | 300,810 | Hold |
| 12 | SHOP | SHOPIFY INC | $25.1M | 4.46% | 211,795 | New |
| 13 | ADI | ANALOG DEVICES INC | $20.3M | 3.59% | 63,652 | New |
| 14 | MELI | MERCADOLIBRE INC | $18.4M | 3.27% | 10,642 | Trimmed |
| 15 | VEEV | VEEVA SYS INC | $17.1M | 3.03% | 97,238 | New |
| 16 | GOOGL | ALPHABET INC | $13.1M | 2.33% | 45,628 | Trimmed |
| 17 | CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | Exited |
| 18 | DUOL | DUOLINGO INC | $0 | 0.00% | 0 | Exited |
| 19 | RKT | ROCKET COS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31