ThornTree Capital Partners LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, ThornTree Capital Partners LP held in its portfolio 15 assets valued at $597,901,175 (i.e. $597.90M).

The most valuable assets in the portfolio included: INTUIT ($59.16M), AFFIRM HLDGS INC ($57.14M), and META PLATFORMS INC ($50.35M).

The chart below shows the top 10 valuable assets, and the table below shows the top 15 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in ThornTree Capital Partners LP Portfolio

INTUIT

AFFIRM HLDGS INC

META PLATFORMS INC

ALPHABET INC

VIKING HOLDINGS LTD

ROCKET COS INC

CIENA CORP

ON HLDG AG

RALPH LAUREN CORP

NU HLDGS LTD

ThornTree Capital Partners LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
INTUIT	89302	59155431	COM
AFFIRM HLDGS INC	767754	57143930	COM CL A
META PLATFORMS INC	76272	50346384	CL A
ALPHABET INC	146825	45956225	CAP STK CL A
VIKING HOLDINGS LTD	619995	44273843	ORD SHS
ROCKET COS INC	2231659	43204918	COM CL A
CIENA CORP	178657	41782513	COM NEW
ON HLDG AG	862010	40066225	NAMEN AKT A
RALPH LAUREN CORP	112052	39622708	CL A
NU HLDGS LTD	2340774	39184557	ORD SHS CL A
DUOLINGO INC	184867	32444159	CL A COM
LIBERTY MEDIA CORP DEL	328829	32392945	COM LBTY ONE S C
NETFLIX INC	300810	28203946	COM
MERCADOLIBRE INC	13826	27849159	COM
COSTAR GROUP INC	242032	16274232	COM