ThornTree Capital Partners LP

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
16
Total value ($000)
$563,534
Net value change ($000)
-34,367 (-5.7%)
New positions
4
Sold out positions
3
Turnover %
33.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MTZ 36,273 NEW
SHOP 25,123 NEW
ADI 20,250 NEW
VEEV 17,081 NEW
FWONA 11,264 34.8%
CIEN 8,792 21.0%
VIK 5,478 12.4%
NU 1,445 3.7%
RL 810 2.0%
NFLX 719 2.5%
Top Reduces (Value $000, Stocks/ETFs)
RKT -43,205 -100.0%
GOOGL -32,835 -71.4%
DUOL -32,444 -100.0%
AFRM -18,917 -33.1%
CSGP -16,274 -100.0%
MELI -9,449 -33.9%
META -6,709 -13.3%
INTU -2,438 -4.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type