ThornTree Capital Partners LP

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
19
Total value ($000)
$731,339
Net value change ($000)
+167,805 (29.8%)
New positions
5
Sold out positions
2
Turnover %
21.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AXP 56,415 NEW
ADI 35,255 174.1%
NTRA 31,494 NEW
NU 20,623 50.8%
LION 19,085 NEW
RRR 15,478 NEW
VIK 14,798 29.7%
RL 13,981 34.6%
FWONA 13,880 31.8%
CIEN 13,331 26.4%
Top Reduces (Value $000, Stocks/ETFs)
INTU -30,973 -54.6%
VEEV -17,081 -100.0%
ONON -17,045 -41.8%
GOOGL -13,121 -100.0%
NFLX -7,445 -25.7%
META -674 -1.5%
MELI -336 -1.8%
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