ThornTree Capital Partners LP
CIK 1688511
13F filing for Q2 2026・No. 3,136
- Holdings
- US$731.34M
- Quarter change
- +US$167.81M
- Entries
- 19
- Net bought (estimate)
- +US$108.99M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 2
- Cut 5
- Added 5
- Corporate actions 0
- Unchanged 4
Largest holdings
19 stocks worth US$731.34M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VIKVIKING HOLDINGS LTDORD SHS | Cut | 616,700 | US$64.55M | 8.83% |
| CIENCIENA CORPCOM NEW | Unchanged | 130,272 | US$63.91M | 8.74% |
| NUNU HLDGS LTDORD SHS CL A | Added | 4,584,775 | US$61.25M | 8.38% |
| FWONKLIBERTY MEDIA CORP DELCOM LBTY ONE S C | Added | 604,763 | US$57.54M | 7.87% |
| AXPAMERICAN EXPRESS COCOM | New | 166,784 | US$56.41M | 7.71% |
| ADIANALOG DEVICES INCCOM | Added | 139,751 | US$55.5M | 7.59% |
| RLRALPH LAUREN CORPCL A | Added | 135,557 | US$54.41M | 7.44% |
| AFRMAFFIRM HLDGS INCCOM CL A | Cut | 568,524 | US$46.36M | 6.34% |
| METAMetaCL A | Unchanged | 76,272 | US$42.96M | 5.87% |
| MTZMASTEC INCCOM | Cut | 87,828 | US$36.54M | 5.00% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.