ThornTree Capital Partners LP — 13F holdings

ThornTree Capital Partners LP reported 19 holdings worth $731M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. VIK VIKING HOLDINGS LTD — $64.5M (8.8%)
2. CIEN CIENA CORP — $63.9M (8.7%)
3. NU NU HLDGS LTD — $61.3M (8.4%)
4. FWONK LIBERTY MEDIA CORP DEL — $57.5M (7.9%)
5. AXP AMERICAN EXPRESS CO — $56.4M (7.7%)
6. ADI ANALOG DEVICES INC — $55.5M (7.6%)
7. RL RALPH LAUREN CORP — $54.4M (7.4%)
8. AFRM AFFIRM HLDGS INC — $46.4M (6.3%)
9. META META PLATFORMS INC — $43.0M (5.9%)
10. MTZ MASTEC INC — $36.5M (5.0%)