ThornTree Capital Partners LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$600.6B
Holdings
17
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 76,272 | $56.3B | 9.37% | |
| 2 | VIKVIKING HOLDINGS LTD | 785,860 | $41.9B | 6.97% | |
| 3 | CSGPCOSTAR GROUP INC | 512,507 | $41.2B | 6.86% | |
| 4 | AFRMAFFIRM HLDGS INC | 591,076 | $40.9B | 6.80% | |
| 5 | KMXCARMAX INC | 606,928 | $40.8B | 6.79% | |
| 6 | NFLXNETFLIX INC | 30,081 | $40.3B | 6.71% | |
| 7 | INTUINTUIT | 49,089 | $38.7B | 6.44% | |
| 8 | NUNU HLDGS LTD | 2,812,435 | $38.6B | 6.42% | |
| 9 | FWONALIBERTY MEDIA CORP DEL | 360,379 | $37.7B | 6.27% | |
| 10 | DKSDICKS SPORTING GOODS INC | 170,731 | $33.8B | 5.62% | |
| 11 | FERGFERGUSON ENTERPRISES INC | 148,481 | $32.3B | 5.38% | |
| 12 | RLRALPH LAUREN CORP | 117,470 | $32.2B | 5.36% | |
| 13 | CIENCIENA CORP | 378,962 | $30.8B | 5.13% | |
| 14 | CFLTCONFLUENT INC | 1,207,633 | $30.1B | 5.01% | |
| 15 | MLB1MERCADOLIBRE INC | 10,642 | $27.8B | 4.63% | |
| 16 | ONONON HLDG AG | 376,178 | $19.6B | 3.26% | |
| 17 | TSLATESLA INC | 55,941 | $17.8B | 2.96% |