Q1 2025 · 13F-HR
ThornTree Capital Partners LPholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002153
$453.0M
Reported value
19
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $44.0M | 9.70% | 76,272 | Common | SOLE |
| G93A5A101 | VIK | VIKING HOLDINGS LTD | $38.1M | 8.42% | 959,057 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $36.6M | 8.09% | 470,068 | Common | SOLE |
| 461202103 | INTU | INTUIT | $34.7M | 7.66% | 56,543 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $31.2M | 6.88% | 393,198 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $30.0M | 6.61% | 662,841 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $28.1M | 6.19% | 30,081 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $27.5M | 6.07% | 305,386 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $26.8M | 5.92% | 2,620,248 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $26.2M | 5.78% | 433,489 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $24.8M | 5.48% | 1,059,340 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $20.8M | 4.58% | 10,642 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $19.8M | 4.37% | 450,282 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $19.2M | 4.25% | 1,792,720 | Common | SOLE |
| 911684108 | AD | UNITED STATES CELLULAR CORP | $13.9M | 3.06% | 200,366 | Common | SOLE |
| 751212101 | RL | RALPH LAUREN CORP | $13.0M | 2.86% | 58,706 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $12.0M | 2.64% | 74,667 | Common | SOLE |
| 099406100 | BOOT | BOOT BARN HLDGS INC | $5.4M | 1.19% | 50,000 | Common | SOLE |
| 531229722 | LLYVK* | LIBERTY MEDIA CORP DEL | $1.2M | 0.25% | 16,891 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.