ThornTree Capital Partners LP - Portfolio overview

ThornTree Capital Partners LP has 22 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. INTU - INTUIT, 7.53%
2. CIEN - CIENA CORP, 6.71%
3. VIK - VIKING HOLDINGS LTD, 6.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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