ThornTree Capital Partners LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MASTEC INC(MTZ) | 0 | 112,741 | +112,741 | 0 | 36,273,289 | 6.44% | +36,273,289 |
| SHOPIFY INC(SHOP) | 0 | 211,795 | +211,795 | 0 | 25,123,123 | 4.46% | +25,123,123 |
| ANALOG DEVICES INC(ADI) | 0 | 63,652 | +63,652 | 0 | 20,250,247 | 3.59% | +20,250,247 |
| VEEVA SYS INC(VEEV) | 0 | 97,238 | +97,238 | 0 | 17,080,827 | 3.03% | +17,080,827 |
| LIBERTY MEDIA CORP DEL(FWONA) | 328,829 | 513,490 | +184,661 | 32,392,945 | 43,656,920 | 7.75% | +11,263,975 |
| CIENA CORP(CIEN) | 178,657 | 130,272 | -48,385 | 41,782,513 | 50,575,499 | 8.97% | +8,792,986 |
| VIKING HOLDINGS LTD(VIK) | 619,995 | 677,087 | +57,092 | 44,273,843 | 49,752,353 | 8.83% | +5,478,510 |
| NU HLDGS LTD(NU) | 2,340,774 | 2,827,444 | +486,670 | 39,184,557 | 40,630,370 | 7.21% | +1,445,813 |
| RALPH LAUREN CORP(RL) | 112,052 | 117,540 | +5,488 | 39,622,708 | 40,432,585 | 7.17% | +809,877 |
| NETFLIX INC.(NFLX) | 300,810 | 300,810 | 0 | 28,203,946 | 28,922,882 | 5.13% | +718,936 |
| ON HLDG AG(ONON) | 862,010 | 1,197,338 | +335,328 | 40,066,225 | 40,733,439 | 7.23% | +667,214 |
| INTUIT(INTU) | 89,302 | 131,173 | +41,871 | 59,155,431 | 56,716,582 | 10.06% | -2,438,849 |
| META PLATFORMS INC(META) | 76,272 | 76,272 | 0 | 50,346,384 | 43,637,499 | 7.74% | -6,708,885 |
| MERCADOLIBRE INC(MELI) | 13,826 | 10,642 | -3,184 | 27,849,159 | 18,400,231 | 3.27% | -9,448,928 |
| COSTAR GROUP INC(CSGP) | 242,032 | 0 | -242,032 | 16,274,232 | 0 | — | -16,274,232 |
| AFFIRM HLDGS INC(AFRM) | 767,754 | 834,289 | +66,535 | 57,143,930 | 38,227,122 | 6.78% | -18,916,808 |
| DUOLINGO INC(DUOL) | 184,867 | 0 | -184,867 | 32,444,159 | 0 | — | -32,444,159 |
| ALPHABET INC(GOOG) | 146,825 | 45,628 | -101,197 | 45,956,225 | 13,120,788 | 2.33% | -32,835,437 |
| ROCKET COS INC(RKT) | 2,231,659 | 0 | -2,231,659 | 43,204,918 | 0 | — | -43,204,918 |