Stock Taper 
THORNTREE CAPITAL PARTNERS LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Nu Holdings Ltd. | NU | 4.58M | $61.25M |
 Lionsgate Studios Corp. | LION | 1.25M | $19.09M |
 On Holding AG | ONON | 668.77K | $23.69M |
 Viking Holdings Ltd | VIK | 616.7K | $64.55M |
 Liberty Media Corporation | FWONK | 604.76K | $57.54M |
 Affirm Holdings, Inc. | AFRM | 568.52K | $46.36M |
 Shopify Inc. | SHOP | 307.14K | $35.07M |
 Netflix, Inc. | NFLX | 300.81K | $21.48M |
 Red Rock Resorts, Inc. | RRR | 237.9K | $15.48M |
 American Express Company | AXP | 166.78K | $56.41M |
 Analog Devices, Inc. | ADI | 139.75K | $55.5M |
 Ralph Lauren Corporation | RL | 135.56K | $54.41M |
 Ciena Corporation | CIEN | 130.27K | $63.91M |
 Natera, Inc. | NTRA | 116.02K | $31.49M |
 Intuit Inc. | INTU | 98.64K | $25.74M |
 MasTec, Inc. | MTZ | 87.83K | $36.54M |
 Meta Platforms, Inc. | META | 76.27K | $42.96M |
 MercadoLibre, Inc. | MELI | 10.64K | $18.06M |