ThornTree Capital Partners LP
Q4 2024 13F Holdings
- Locationboston, MA
- Num holdings
26
- Value ($000)
$770,077
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001688511
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NFLX NETFLIX INC | COM | 64110L106 | $57.94M | 8 % | 65,000 | put | |
META META PLATFORMS INC | CL A | 30303M102 | $52.61M | 7 % | 89,856 | ||
CIEN CIENA CORP | COM NEW | 171779309 | $51.90M | 7 % | 611,992 | ||
NFLX NETFLIX INC | COM | 64110L106 | $48.40M | 6 % | 54,305 | ||
VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | $43.06M | 6 % | 977,208 | ||
AFRM AFFIRM HLDGS INC | COM CL A | 00827B106 | $41.05M | 5 % | 674,081 | ||
FWONK LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | $40.07M | 5 % | 432,447 | ||
NU NU HLDGS LTD | ORD SHS CL A | G6683N103 | $36.24M | 5 % | 3,497,960 | ||
KMX CARMAX INC | COM | 143130102 | $35.61M | 5 % | 435,568 | ||
CSGP COSTAR GROUP INC | COM | 22160N109 | $33.17M | 4 % | 463,350 |
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