ThornTree Capital Partners LP
•CIK: 1688511•Filing: Q4 2025
**ThornTree Capital Partners LP** manages $598M across a concentrated portfolio of 15 positions. The fund exhibits significant conviction in technology and industrials, highlighted by top holdings including INTU at $59.2M and AFRM at $57.1M. Further allocations are notable in mega-cap tech names such as META ($50.3M) and GOOGL ($46.0M). This structure suggests a focused, high-conviction approach targeting established growth sectors.
Total AUM
$597.9M
QoQ Performance
-8.5%
Positions
15
Top 10 Concentration
77.1%
Latest Filing
Q4 2025
Top Holdings Allocation
INTU
AFRM
META
GOOGL
VIK
RKT
CIEN
ONON
INTU9.9%
AFRM9.6%
META8.4%
GOOGL7.7%
VIK7.4%
RKT7.2%
CIEN7.0%
ONON6.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.9%
Technology26.0%
Communication10.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑7 increased
↓4 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022