Notify me when ThornTree Capital Partners LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 15 | $597,901,175 | +$113,814,268 | -$168,693,420 | -$54,879,152 | INTU, AFRM, META, GOOGL, VIK | 13F-HR | 17 Feb 2026, 16:28 |
| Q3 2025 | 18 | $653,360,070 | +$137,918,374 | -$114,709,622 | +$23,208,752 | META, INTU, CIEN, NU, CSGP | 13F-HR | 14 Nov 2025, 16:13 |
| Q2 2025 | 17 | $600,646,333 | +$114,604,631 | -$67,967,936 | +$46,636,695 | META, VIK, CSGP, AFRM, KMX | 13F-HR | 14 Aug 2025, 16:27 |
| Q1 2025 | 19 | $453,005,131 | +$75,194,769 | -$186,857,734 | -$111,662,965 | META, VIK, KMX, INTU, CSGP | 13F-HR | 15 May 2025, 12:47 |
| Q4 2024 | 19 | $596,053,214 | +$144,453,010 | -$73,965,683 | +$70,487,327 | META, CIEN, NFLX, VIK, AFRM | 13F-HR | 14 Feb 2025, 16:17 |
| Q3 2024 | 17 | $479,058,885 | +$60,535,158 | -$243,071,634 | -$182,536,476 | META, NU, NFLX, MELI, VIK | 13F-HR | 14 Nov 2024, 16:02 |
| Q2 2024 | 21 | $586,905,706 | +$153,452,207 | -$186,996,895 | -$33,544,688 | META, NU, FWONK, NFLX, MELI | 13F-HR | 14 Aug 2024, 16:05 |
| Q1 2024 | 20 | $592,782,865 | +$144,859,191 | -$110,238,510 | +$34,620,681 | META, PYPL, NU, NFLX, DOCU | 13F-HR | 15 May 2024, 16:20 |
| Q4 2023 | 20 | $495,940,823 | +$144,826,466 | -$75,620,637 | +$69,205,829 | PYPL, META, INTU, NU, MELI | 13F-HR | 14 Feb 2024, 17:03 |
| Q3 2023 | 18 | $382,336,819 | +$66,212,390 | -$105,899,666 | -$39,687,276 | SPLK, META, FERG, NU, PYPL | 13F-HR | 14 Nov 2023, 16:23 |
| Q2 2023 | 18 | $420,732,843 | +$108,821,950 | -$130,795,779 | -$21,973,829 | META, NU, PYPL, FWONK, SPLK | 13F-HR | 14 Aug 2023, 09:10 |
| Q1 2023 | 18 | $402,511,995 | +$149,826,873 | -$143,259,998 | +$6,566,875 | META, ONON, PYPL, MELI, TTWO | 13F-HR | 15 May 2023, 09:51 |
| Q4 2022 | 17 | $304,148,925 | +$112,016,822 | -$99,946,820 | +$12,070,002 | META, SPLK, ABNB, TTWO, AMZN | 13F-HR | 14 Feb 2023, 09:49 |
| Q3 2022 | 17 | $293,369,000 | +$104,638,987 | -$66,177,950 | +$38,461,037 | META, NFLX, MELI, XP, TCOM | 13F-HR | 14 Nov 2022, 10:40 |
| Q2 2022 | 15 | $255,449,000 | +$53,605,250 | -$142,630,994 | -$89,025,744 | META, Z, PENN, WSM, FIVN | 13F-HR | 15 Aug 2022, 08:21 |
| Q1 2022 | 21 | $456,343,000 | +$222,540,991 | -$196,692,635 | +$25,848,356 | Z, META, DUOL, ABNB, FIVN | 13F-HR | 16 May 2022, 09:50 |
| Q4 2021 | 23 | $516,550,000 | +$160,767,438 | -$205,722,534 | -$44,955,096 | META, SMAR, PENN, UBER, NET | 13F-HR | 14 Feb 2022, 14:35 |
| Q3 2021 | 25 | $620,154,000 | +$167,934,760 | -$146,228,785 | +$21,705,975 | AFRM, Z, META, PENN, WSM | 13F-HR | 15 Nov 2021, 14:21 |
| Q2 2021 | 26 | $644,334,000 | +$87,000,019 | -$190,988,335 | -$103,988,316 | Z, META, SMAR, AFRM, STNE | 13F-HR | 16 Aug 2021, 15:20 |
| Q1 2021 | 28 | $703,868,000 | +$166,856,926 | -$250,103,856 | -$83,246,930 | Z, AFRM, SMAR, WSM, META | 13F-HR | 17 May 2021, 12:21 |
| Q4 2020 | 24 | $765,942,000 | +$146,362,150 | -$261,985,082 | -$115,622,932 | Z, META, PENN, SMAR, STNE | 13F-HR | 16 Feb 2021, 16:21 |
| Q3 2020 | 27 | $705,308,000 | +$177,052,375 | -$209,941,915 | -$32,889,540 | Z, PENN, STNE, YNDX, META | 13F-HR | 13 Nov 2020, 16:19 |
| Q2 2020 | 25 | $625,908,000 | +$226,030,084 | -$125,350,099 | +$100,679,985 | Z, PENN, WW, PYPL, SMAR | 13F-HR | 14 Aug 2020, 09:59 |
| Q1 2020 | 21 | $360,373,000 | +$167,792,914 | -$92,496,019 | +$75,296,895 | WW, UBER, NET, Z, SVMK | 13F-HR | 14 May 2020, 11:12 |
| Q4 2019 | 15 | $363,672,000 | +$116,417,344 | -$83,315,471 | +$33,101,873 | Z, TWTR, WW, AZUL, LSXMK | 13F-HR | 14 Feb 2020, 08:35 |
| Q3 2019 | 14 | $326,742,000 | +$116,524,621 | -$96,815,436 | +$19,709,185 | DOCU, ETSY, SQ, TWLO, PINS | 13F-HR | 14 Nov 2019, 09:46 |
| Q2 2019 | 15 | $316,787,000 | +$45,573,263 | -$80,196,146 | -$34,622,883 | PYPL, TWLO, SVMK, TMUS, AMZN | 13F-HR | 14 Aug 2019, 09:36 |
| Q1 2019 | 17 | $347,945,000 | +$74,200,908 | -$110,180,169 | -$35,979,261 | SVMK, TWTR, TWLO, PYPL, AMZN | 13F-HR | 15 May 2019, 09:12 |
| Q4 2018 | 14 | $318,185,000 | +$205,531,554 | -$226,724,933 | -$21,193,379 | TWTR, TMUS, PYPL, TWLO, WYNN | 13F-HR | 14 Feb 2019, 09:41 |
| Q3 2018 | 15 | $345,140,000 | +$176,740,963 | -$103,943,000 | +$72,797,963 | AME, TDG, SITE, TMUS, BABA | 13F-HR | 14 Nov 2018, 09:50 |
| Q2 2018 | 15 | $270,558,000 | +$85,326,651 | -$90,275,531 | -$4,948,880 | FWONK, TDG, AME, SITE, BKNG | 13F-HR | 14 Aug 2018, 09:54 |
| Q1 2018 | 17 | $284,976,000 | +$81,772,586 | -$23,684,111 | +$58,088,475 | SITE, AZUL, TDG, SNAP, DISH | 13F-HR | 14 May 2018, 16:16 |
| Q4 2017 | 15 | $222,377,000 | +$41,322,889 | -$54,576,340 | -$13,253,451 | SITE, DISH, FWONK, FWONA, TDG | 13F-HR | 13 Feb 2018, 11:19 |
| Q3 2017 | 17 | $229,775,000 | +$33,107,503 | -$25,435,260 | +$7,672,243 | SITE, FWONA, DISH, VSAT, FWONK | 13F-HR | 13 Nov 2017, 17:02 |
| Q2 2017 | 17 | $212,784,000 | +$73,643,967 | -$29,613,632 | +$44,030,335 | DISH, FWONA, SITE, FWONK, BABA | 13F-HR | 11 Aug 2017, 08:16 |
| Q1 2017 | 14 | $159,896,000 | +$67,345,989 | -$33,928,470 | +$33,417,519 | PCLN, DISH, PYPL, VSAT, SITE | 13F-HR | 12 May 2017, 20:47 |
| Q4 2016 | 9 | $109,987,000 | $0 | $0 | $0 | PCLN, PYPL, SYMC, BABA, TV | 13F-HR | 13 Feb 2017, 18:52 |