ThornTree Capital Partners LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$597.9M
Holdings
15
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | INTUINTUIT | 89,302 | $59.2M | 9.89% | |
| 2 | AFRMAFFIRM HLDGS INC | 767,754 | $57.1M | 9.56% | |
| 3 | METAMETA PLATFORMS INC | 76,272 | $50.3M | 8.42% | |
| 4 | GOOGLALPHABET INC | 146,825 | $46.0M | 7.69% | |
| 5 | VIKVIKING HOLDINGS LTD | 619,995 | $44.3M | 7.40% | |
| 6 | RKTROCKET COS INC | 2,231,659 | $43.2M | 7.23% | |
| 7 | CIENCIENA CORP | 178,657 | $41.8M | 6.99% | |
| 8 | ONONON HLDG AG | 862,010 | $40.1M | 6.70% | |
| 9 | RLRALPH LAUREN CORP | 112,052 | $39.6M | 6.63% | |
| 10 | NUNU HLDGS LTD | 2,340,774 | $39.2M | 6.55% | |
| 11 | DUOLDUOLINGO INC | 184,867 | $32.4M | 5.43% | |
| 12 | FWONALIBERTY MEDIA CORP DEL | 328,829 | $32.4M | 5.42% | |
| 13 | NFLXNETFLIX INC | 300,810 | $28.2M | 4.72% | |
| 14 | MLB1MERCADOLIBRE INC | 13,826 | $27.8M | 4.66% | |
| 15 | CSGPCOSTAR GROUP INC | 242,032 | $16.3M | 2.72% |