THORNTREE CAPITAL PARTNERS LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 2.72M | $43.61M |
 | RKT | 2.17M | $42.14M |
 | CFLT | 1.75M | $34.67M |
 | VIK | 620K | $38.54M |
 | ONON | 579K | $24.52M |
 | TDS | 532K | $20.86M |
 | CSGP | 510K | $43.05M |
 | AFRM | 416K | $30.37M |
 | CIEN | 339K | $49.40M |
 | FWONK | 329K | $34.35M |
 | DKS | 151K | $33.63M |
 | GOOGL | 132K | $32.13M |
 | RL | 118K | $37.09M |
 | INTU | 78K | $53.34M |
 | META | 76K | $56.01M |
 | FERG | 68K | $15.35M |
 | NFLX | 30K | $36.06M |
 | MELI | 12K | $28.23M |
Nu Holdings Ltd.
NU
Shares Held
2.72M
Value
$43.61M
Rocket Companies, Inc.
RKT
Shares Held
2.17M
Value
$42.14M
Confluent, Inc.
CFLT
Shares Held
1.75M
Value
$34.67M
Viking Holdings Ltd
VIK
Shares Held
620K
Value
$38.54M
On Holding AG
ONON
Shares Held
579K
Value
$24.52M
Telephone and Data Systems, Inc.
TDS
Shares Held
532K
Value
$20.86M
CoStar Group, Inc.
CSGP
Shares Held
510K
Value
$43.05M
Affirm Holdings, Inc.
AFRM
Shares Held
416K
Value
$30.37M
Ciena Corporation
CIEN
Shares Held
339K
Value
$49.40M
Formula One Group
FWONK
Shares Held
329K
Value
$34.35M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
151K
Value
$33.63M
Alphabet Inc.
GOOGL
Shares Held
132K
Value
$32.13M
Ralph Lauren Corporation
RL
Shares Held
118K
Value
$37.09M
Intuit Inc.
INTU
Shares Held
78K
Value
$53.34M
Meta Platforms, Inc.
META
Shares Held
76K
Value
$56.01M
Ferguson plc
FERG
Shares Held
68K
Value
$15.35M
Netflix, Inc.
NFLX
Shares Held
30K
Value
$36.06M
MercadoLibre, Inc.
MELI
Shares Held
12K
Value
$28.23M