ThornTree Capital Partners LP
13F filer · CIK 1688511 · Boston, MA
Summary
ThornTree Capital Partners LP reported $731.34M across 19 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are VIK (8.8%), CIEN (8.7%), NU (8.4%). Versus 2026 Q1, leaving options aside, it opened 5 new positions, added to 5, trimmed 5 and sold out of 2.
Reported value$731.34M
Positions19
Report period2026 Q2
FiledAug 14, 2026
New positions5
Added5
Trimmed5
Sold out2
Top 19 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 8.8%Value $64.55MPrice $78.71Shares 617K -8.92%Since Jun 30 -24.80%
Weight 8.7%Value $63.91MPrice $354.92Shares 130KSince Jun 30 -27.65%
Weight 8.4%Value $61.25MPrice $12.35Shares 4.58M +62.15%Since Jun 30 -7.56%
Weight 7.9%Value $57.54MPrice $93.08Shares 605K +17.78%Since Jun 30 -2.17%
Weight 7.7%Value $56.41MPrice $305.40Shares 167KSince Jun 30 -9.71%
Weight 7.6%Value $55.50MPrice $398.22Shares 140K +119.55%Since Jun 30 +0.26%
Weight 7.4%Value $54.41MPrice $355.92Shares 136K +15.33%Since Jun 30 -11.33%
Weight 6.3%Value $46.36MPrice $69.30Shares 569K -31.86%Since Jun 30 -15.02%
Weight 5.9%Value $42.96MPrice $738.79Shares 76KSince Jun 30 +31.16%
Weight 5.0%Value $36.54MPrice $210.23Shares 88K -22.10%Since Jun 30 -49.47%
Weight 4.8%Value $35.07MPrice $148.26Shares 307K +45.02%Since Jun 30 +29.85%
Weight 4.3%Value $31.49MPrice $414.52Shares 116KSince Jun 30 +52.71%
Weight 3.5%Value $25.74MPrice $268.03Shares 99K -24.80%Since Jun 30 +2.69%
Weight 3.2%Value $23.69MPrice $29.55Shares 669K -44.15%Since Jun 30 -16.57%
Weight 2.9%Value $21.48MPrice $70.30Shares 301KSince Jun 30 -1.54%
Weight 2.6%Value $19.09MPrice $11.19Shares 1.25MSince Jun 30 -26.91%
Weight 2.5%Value $18.06MPrice $1725Shares 11KSince Jun 30 +1.62%
Weight 2.1%Value $15.48MPrice $48.85Shares 238KSince Jun 30 -24.92%
Weight 0.2%Value $1.79MPrice $764.20Shares 2,401Since Jun 30 +2.33%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 8.8% | $64.55M | -24.80% | -8.92% | Trim | |
| 8.7% | $63.91M | -27.65% | — | Hold | |
| 8.4% | $61.25M | -7.56% | +62.15% | Add | |
| 7.9% | $57.54M | -2.17% | +17.78% | Add | |
| 7.7% | $56.41M | -9.71% | — | New | |
| 7.6% | $55.50M | +0.26% | +119.55% | Add | |
| 7.4% | $54.41M | -11.33% | +15.33% | Add | |
| 6.3% | $46.36M | -15.02% | -31.86% | Trim | |
| 5.9% | $42.96M | +31.16% | — | Hold | |
| 5.0% | $36.54M | -49.47% | -22.10% | Trim | |
| 4.8% | $35.07M | +29.85% | +45.02% | Add | |
| 4.3% | $31.49M | +52.71% | — | New | |
| 3.5% | $25.74M | +2.69% | -24.80% | Trim | |
| 3.2% | $23.69M | -16.57% | -44.15% | Trim | |
| 2.9% | $21.48M | -1.54% | — | Hold | |
| 2.6% | $19.09M | -26.91% | — | New | |
| 2.5% | $18.06M | +1.62% | — | Hold | |
| 2.1% | $15.48M | -24.92% | — | New | |
| 0.2% | $1.79M | +2.33% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.