13F-HR filed by ThornTree Capital Partners LP
ThornTree Capital Partners LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 15 holding rows worth $597,901,175.
- Accession
- 0001172661-26-001146
- Filer
- CIK 1688511
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 15 entries on the cover page, a total value of $597,901,175 stated on the cover page (in dollars after the unit check, H1), rows summing to $597,901,175 with VALUE read as dollars as filed, 13F file number 028-17785. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Intuit Inc. | 461202103 | COM | 89,302 | $59,155,431 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 767,754 | $57,143,930 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 76,272 | $50,346,384 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 146,825 | $45,956,225 | dollars as filed | |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 619,995 | $44,273,843 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 2,231,659 | $43,204,918 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 178,657 | $41,782,513 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 862,010 | $40,066,225 | dollars as filed | |
| RALPH LAUREN CORP | 751212101 | CL A | 112,052 | $39,622,708 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 2,340,774 | $39,184,557 | dollars as filed | |
| DUOLINGO INC CL A COM | 26603R106 | Stock | 184,867 | $32,444,159 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 328,829 | $32,392,945 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 300,810 | $28,203,946 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 13,826 | $27,849,159 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 242,032 | $16,274,232 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-001146 | this filing | 2026-02-17 | acceptance time not in the bulk data set |