THORNTREE CAPITAL PARTNERS LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 2.83M | $40.63M |
 | ONON | 1.20M | $40.73M |
 | AFRM | 834K | $38.23M |
 | VIK | 677K | $49.75M |
 | FWONK | 513K | $43.66M |
 | NFLX | 301K | $28.92M |
 | SHOP | 212K | $25.12M |
 | INTU | 131K | $56.72M |
 | CIEN | 130K | $50.58M |
 | RL | 118K | $40.43M |
 | MTZ | 113K | $36.27M |
 | VEEV | 97K | $17.08M |
 | META | 76K | $43.64M |
 | ADI | 64K | $20.25M |
 | GOOGL | 46K | $13.12M |
 | MELI | 11K | $18.40M |
Nu Holdings Ltd.
NU
Shares Held
2.83M
Value
$40.63M
On Holding AG
ONON
Shares Held
1.20M
Value
$40.73M
Affirm Holdings, Inc.
AFRM
Shares Held
834K
Value
$38.23M
Viking Holdings Ltd
VIK
Shares Held
677K
Value
$49.75M
Liberty Media Corporation
FWONK
Shares Held
513K
Value
$43.66M
Netflix, Inc.
NFLX
Shares Held
301K
Value
$28.92M
Shopify Inc.
SHOP
Shares Held
212K
Value
$25.12M
Intuit Inc.
INTU
Shares Held
131K
Value
$56.72M
Ciena Corporation
CIEN
Shares Held
130K
Value
$50.58M
Ralph Lauren Corporation
RL
Shares Held
118K
Value
$40.43M
MasTec, Inc.
MTZ
Shares Held
113K
Value
$36.27M
Veeva Systems Inc.
VEEV
Shares Held
97K
Value
$17.08M
Meta Platforms, Inc.
META
Shares Held
76K
Value
$43.64M
Analog Devices, Inc.
ADI
Shares Held
64K
Value
$20.25M
Alphabet Inc.
GOOGL
Shares Held
46K
Value
$13.12M
MercadoLibre, Inc.
MELI
Shares Held
11K
Value
$18.40M