THORNTREE CAPITAL PARTNERS LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 2.34M | $39.18M |
 | RKT | 2.23M | $43.20M |
 | ONON | 862K | $40.07M |
 | AFRM | 768K | $57.14M |
 | VIK | 620K | $44.27M |
 | FWONK | 329K | $32.39M |
 | NFLX | 301K | $28.20M |
 | CSGP | 242K | $16.27M |
 | DUOL | 185K | $32.44M |
 | CIEN | 179K | $41.78M |
 | GOOGL | 147K | $45.96M |
 | RL | 112K | $39.62M |
 | INTU | 89K | $59.16M |
 | META | 76K | $50.35M |
 | MELI | 14K | $27.85M |
Nu Holdings Ltd.
NU
Shares Held
2.34M
Value
$39.18M
Rocket Companies, Inc.
RKT
Shares Held
2.23M
Value
$43.20M
On Holding AG
ONON
Shares Held
862K
Value
$40.07M
Affirm Holdings, Inc.
AFRM
Shares Held
768K
Value
$57.14M
Viking Holdings Ltd
VIK
Shares Held
620K
Value
$44.27M
Formula One Group
FWONK
Shares Held
329K
Value
$32.39M
Netflix, Inc.
NFLX
Shares Held
301K
Value
$28.20M
CoStar Group, Inc.
CSGP
Shares Held
242K
Value
$16.27M
Duolingo, Inc.
DUOL
Shares Held
185K
Value
$32.44M
Ciena Corporation
CIEN
Shares Held
179K
Value
$41.78M
Alphabet Inc.
GOOGL
Shares Held
147K
Value
$45.96M
Ralph Lauren Corporation
RL
Shares Held
112K
Value
$39.62M
Intuit Inc.
INTU
Shares Held
89K
Value
$59.16M
Meta Platforms, Inc.
META
Shares Held
76K
Value
$50.35M
MercadoLibre, Inc.
MELI
Shares Held
14K
Value
$27.85M