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Hedge Funds Similar to ThornTree Partners

13F Portfolio OverlapQ1 2026ThornTree Partners portfolio →
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Most similar hedge funds by 13F overlap

ThornTree Capital Partners LP is an institutional investor managing $564M across 16 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ThornTree Partners are Sellaronda Global, Ashe ,, Ravenswood Partners, with shared positions in $FWONA, $RL, $VEEV, $SHOP, $NU, $MELI. The full ranking of 25 similar funds is below.

#1Sellaronda Global Management LPActive
Notable overlap · 3 shared positions
$FWONA$RL$VEEV
$152M
8 positions
#2Ashe Capital Management, LPActive
Notable overlap · 3 shared positions
$FWONA$SHOP$VEEV
$797M
7 positions
#3Ravenswood Partners LPPassive
Notable overlap · 5 shared positions
$NU$SHOP$MELI$INTU$FWONA
$271M
35 positions
#4Linonia Partnership LPSmart money
Notable overlap · 3 shared positions
$FWONA$MELI$VEEV
$5.4B
14 positions
#5Foxhaven Asset Management, LPSmart money
Notable overlap · 4 shared positions
$NU$FWONA$MELI$AFRM
$3.2B
14 positions
#6FengHe Fund Management Pte. Ltd.Active
Notable overlap · 3 shared positions
$ONON$CIEN$ADI
$724M
31 positions
#7Islander Capital Partners, L.P.Active
Notable overlap · 3 shared positions
$AFRM$SHOP$FWONA
$308M
17 positions
#8Manchester Global Management (UK) LtdActive
Notable overlap · 4 shared positions
$ADI$FWONA$SHOP$ONON
$749M
23 positions
#9Saraza Management, LPActive
Notable overlap · 3 shared positions
$NU$ADI$INTU
$239M
20 positions
#10Bienville Capital Management, LLCPassive
Notable overlap · 3 shared positions
$CIEN$MELI$AFRM
$550M
74 positions
#11INTERCAPITAL, LLCPassive
Notable overlap · 4 shared positions
$AFRM$MELI$SHOP$ONON
$299M
108 positions
#12LONE PINE CAPITAL LLCActive
Notable overlap · 3 shared positions
$NU$MTZ$CIEN
$12.5B
36 positions
#13DEEPWATER ASSET MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$NU$MELI$SHOP
$158M
39 positions
#14SANDS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$SHOP$MELI$NU$ONON$FWONA
$25.5B
67 positions
#15BAILLIE GIFFORD & COActive
Notable overlap · 3 shared positions
$NU$SHOP$MELI
$97.9B
271 positions
#16Evolutionary Tree Capital Management, LLCPassive
Notable overlap · 4 shared positions
$VIK$MELI$AFRM$SHOP
$53M
26 positions
#17Aubrey Capital Management LtdPassive
Notable overlap · 3 shared positions
$NU$VIK$SHOP
$186M
50 positions
#18SOMA EQUITY PARTNERS LPActive
Notable overlap · 3 shared positions
$FWONA$MELI$INTU
$1.4B
20 positions
#19FirstWave Capital Management LLCActive
Notable overlap · 3 shared positions
$NU$MELI$ONON
$94M
27 positions
#20BROWN CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$SHOP$MELI$VEEV
$704M
56 positions
#21Atreides Management, LPActive
Notable overlap · 3 shared positions
$CIEN$AFRM$RL
$5.0B
54 positions
#22Benchstone Capital Management LPPassive
Notable overlap · 3 shared positions
$FWONA$ADI$INTU
$860M
38 positions
#23ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Notable overlap · 3 shared positions
$SHOP$MELI$VEEV
$3.5B
110 positions
#24D1 Capital Partners L.P.Active
Notable overlap · 4 shared positions
$NU$MELI$ADI$AFRM
$11.2B
44 positions
#25CROSSLINK CAPITAL INCSmart money
Notable overlap · 3 shared positions
$NU$MELI$VEEV
$1.0B
21 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.