ThornTree Capital Partners LP
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| MASTEC INC | 0 | 112,741 | +112,741 | 0 | 36,273,289 | +36,273,289 |
| SHOPIFY INC | 0 | 211,795 | +211,795 | 0 | 25,123,123 | +25,123,123 |
| ANALOG DEVICES INC | 0 | 63,652 | +63,652 | 0 | 20,250,247 | +20,250,247 |
| VEEVA SYS INC | 0 | 97,238 | +97,238 | 0 | 17,080,827 | +17,080,827 |
| LIBERTY MEDIA CORP DEL | 0 | 513,490 | +513,490 | 0 | 43,656,920 | +43,656,920 |
| CIENA CORP | 0 | 130,272 | +130,272 | 0 | 50,575,499 | +50,575,499 |
| VIKING HOLDINGS LTD | 0 | 677,087 | +677,087 | 0 | 49,752,353 | +49,752,353 |
| NU HLDGS LTD | 0 | 2,827,444 | +2,827,444 | 0 | 40,630,370 | +40,630,370 |
| RALPH LAUREN CORP | 0 | 117,540 | +117,540 | 0 | 40,432,585 | +40,432,585 |
| NETFLIX INC. | 0 | 300,810 | +300,810 | 0 | 28,922,882 | +28,922,882 |
| ON HLDG AG | 0 | 1,197,338 | +1,197,338 | 0 | 40,733,439 | +40,733,439 |
| INTUIT | 0 | 131,173 | +131,173 | 0 | 56,716,582 | +56,716,582 |
| META PLATFORMS INC | 0 | 76,272 | +76,272 | 0 | 43,637,499 | +43,637,499 |
| MERCADOLIBRE INC | 0 | 10,642 | +10,642 | 0 | 18,400,231 | +18,400,231 |
| COSTAR GROUP INC | 0 | 0 | 0 | 0 | 0 | 0 |
| AFFIRM HLDGS INC | 0 | 834,289 | +834,289 | 0 | 38,227,122 | +38,227,122 |
| DUOLINGO INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ALPHABET INC | 0 | 45,628 | +45,628 | 0 | 13,120,788 | +13,120,788 |
| ROCKET COS INC | 0 | 0 | 0 | 0 | 0 | 0 |