ThornTree Capital Partners LP holds a focused book of 16 stocks worth $563.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Mastec Inc and trimmed Ciena Corp. Their largest long position is Intuit Inc at 10% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1688511/holdings"
Use Arkolith to show ThornTree Capital Partners LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as ThornTree Capital Partners LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 19 / 16 | $396.9B |
| BlackRock, Inc. | 19 / 16 | $307.5B |
| VANGUARD CAPITAL MANAGEMENT LLC | 19 / 16 | $248.3B |
| FMR LLC | 19 / 16 | $177.5B |
| STATE STREET CORP | 19 / 16 | $153.6B |
| GEODE CAPITAL MANAGEMENT, LLC | 19 / 16 | $97.8B |
| MORGAN STANLEY | 19 / 16 | $83.4B |
| JPMORGAN CHASE & CO | 19 / 16 | $73.9B |
Ranked by how many of ThornTree Capital Partners LP's top 16 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Intuit COM | $56.7M | 131.2K | 10.1% | ▲+47% Added · +42K sh | |
| 2 | Ciena Corp COM NEW | $50.6M | 130.3K | 9.0% | ▼−27% Reduced · −48K sh | |
| 3 | Viking Holdings Ltd ORD SHS | $49.8M | 677.1K | 8.8% | ▲+9.2% Added · +57K sh | |
| 4 | Liberty Media Corp Del COM LBTY ONE S C | $43.7M | 513.5K | 7.7% | ▲+56% Added · +185K sh | |
| 5 | Meta Platforms Inc CL A | $43.6M | 76.3K | 7.7% | —Held | |
| 6 | On Hldg AG NAMEN AKT A | $40.7M | 1.20M | 7.2% | ▲+39% Added · +335K sh | |
| 7 | Nu Hldgs Ltd ORD SHS CL A | $40.6M | 2.83M | 7.2% | ▲+21% Added · +487K sh | |
| 8 | Ralph Lauren Corp CL A | $40.4M | 117.5K | 7.2% | ▲+4.9% Added · +5K sh | |
| 9 | Affirm Hldgs Inc COM CL A | $38.2M | 834.3K | 6.8% | ▲+8.7% Added · +67K sh | |
| 10 | Mastec Inc COM | $36.3M | 112.7K | 6.4% | ▲New New position | |
| 11 | Netflix Inc. COM | $28.9M | 300.8K | 5.1% | —Held | |
| 12 | Shopify Inc CL A SUB VTG SHS | $25.1M | 211.8K | 4.5% | ▲New New position | |
| 13 | Analog Devices Inc COM | $20.3M | 63.7K | 3.6% | ▲New New position | |
| 14 | Mercadolibre Inc COM | $18.4M | 10.6K | 3.3% | ▼−23% Reduced · −3K sh | |
| 15 | Veeva Sys Inc CL A COM | $17.1M | 97.2K | 3.0% | ▲New New position | |
| 16 | Alphabet Inc CAP STK CL A | $13.1M | 45.6K | 2.3% | ▼−69% Reduced · −101K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.