ThornTree Capital Partners LP
13F Reported Value
ⓘ$563.5M
Holdings
16
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
ThornTree Capital Partners LP disclosed 16 positions worth $563.5M in its Form 13F-HR for Q1 2026, led by $INTU (INTUIT INC.) at 10.1% of the equity portfolio, followed by $CIEN and $VIK. During the quarter the fund opened 4 new positions and exited 3 — including a new stake in $MTZ and a full exit from $RKT. The portfolio is most concentrated in Technology (40.2% of disclosed assets). All figures are sourced directly from ThornTree Capital Partners LP’s Form 13F-HR filing with the SEC under CIK 1688511.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 82.0#24
Quality
$56.7M131,173 sh - 70.7#298
Quality
$50.6M130,272 sh - —
Quality
$49.8M677,087 sh - 51.0
Quality
$43.7M513,490 sh - 80.9
Quality
$43.6M76,272 sh - —
Quality
$40.7M1,197,338 sh - —
Quality
$40.6M2,827,444 sh - 76.6
Quality
$40.4M117,540 sh - 71.7
Quality
$38.2M834,289 sh - 59.7
Quality
$36.3M112,741 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 INTUIT INC.$INTU | 82.0#24 | $56.7M | 131,173 |
 CIENA CORP$CIEN | 70.7#298 | $50.6M | 130,272 |
 Viking Holdings Ltd$VIK | — | $49.8M | 677,087 |
 Liberty Media Corp$FWONA | 51.0 | $43.7M | 513,490 |
 Meta Platforms, Inc.$META | 80.9 | $43.6M | 76,272 |
 On Holding AG$ONON | — | $40.7M | 1,197,338 |
 Nu Holdings Ltd.$NU | — | $40.6M | 2,827,444 |
 RALPH LAUREN CORP$RL | 76.6 | $40.4M | 117,540 |
 Affirm Holdings, Inc.$AFRM | 71.7 | $38.2M | 834,289 |
 MASTEC INC$MTZ | 59.7 | $36.3M | 112,741 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ThornTree Capital Partners LP's 16 positions.
Showing top 10 of 16 holdings.
Sector Allocation
Technology
$226.5M
Consumer Discretionary
$99.6M
Financials
$78.9M
Communication Services
$72.6M
Industrials
$49.8M
Energy
$36.3M
Full Holdings — ThornTree Capital Partners LP (Q1 2026)
All 16 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $INTU | INTUIT INC. | $56.7M | 10.1% | +47% | 82 |
| 2 | $CIEN | CIENA CORP | $50.6M | 9.0% | -27% | 70.7 |
| 3 | $VIK | Viking Holdings Ltd | $49.8M | 8.8% | +9% | — |
| 4 | $FWONA | Liberty Media Corp | $43.7M | 7.8% | +56% | 51 |
| 5 | $META | Meta Platforms, Inc. | $43.6M | 7.7% | +0% | 80.9 |
| 6 | $ONON | On Holding AG | $40.7M | 7.2% | +39% | — |
| 7 | $NU | Nu Holdings Ltd. | $40.6M | 7.2% | +21% | — |
| 8 | $RL | RALPH LAUREN CORP | $40.4M | 7.2% | +5% | 76.6 |
| 9 | $AFRM | Affirm Holdings, Inc. | $38.2M | 6.8% | +9% | 71.7 |
| 10 | $MTZ | MASTEC INC | $36.3M | 6.4% | NEW | 59.7 |
| 11 |  $NFLX | NETFLIX INC | $28.9M | 5.1% | +0% | 86.7 |
| 12 |  $SHOP | SHOPIFY INC. | $25.1M | 4.5% | NEW | — |
| 13 |  $ADI | ANALOG DEVICES INC | $20.3M | 3.6% | NEW | 76.2 |
| 14 |  $MELI | MERCADOLIBRE INC | $18.4M | 3.3% | -23% | 77.5 |
| 15 |  $VEEV | VEEVA SYSTEMS INC | $17.1M | 3.0% | NEW | 77.8 |
| 16 |  $GOOG | Alphabet Inc. | $13.1M | 2.3% | -69% | 80.2 |
New Positions (4)
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Every holding in ThornTree Capital Partners LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.