ThornTree Capital Partners LP
Boston MA · SEC CIK 0001688511
$5.64亿2026Q1 申报市值
16持仓数
78.2%前十大占比 · 第一大 10.1%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MTZ 新建仓+$3,627.33万
SHOP 新建仓+$2,512.31万
ADI 新建仓+$2,025.02万
INTU 加仓+$1,810.42万
VEEV 新建仓+$1,708.08万
2026Q1 卖出最多 按季末市值估算
RKT 清仓-$4,320.49万
DUOL 清仓-$3,244.42万
GOOGL 减仓-$2,910.02万
CIEN 减仓-$1,878.45万
CSGP 清仓-$1,627.42万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -2,231,659 | -100.0% | -$4,320.49万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -184,867 | -100.0% | -$3,244.42万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -242,032 | -100.0% | -$1,627.42万 | 清仓 |
| GOOGL | ALPHABET INC | $1,312.08万 | 2.33% | 45,628 | -101,197 | -68.9% | -$2,910.02万 | 减仓 |
| VEEV | VEEVA SYS INC | $1,708.08万 | 3.03% | 97,238 | 97,238 | — | $1,708.08万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $1,840.02万 | 3.27% | 10,642 | -3,184 | -23.0% | -$550.52万 | 减仓 |
| ADI | ANALOG DEVICES INC | $2,025.02万 | 3.59% | 63,652 | 63,652 | — | $2,025.02万 | 新建仓 |
| SHOP | SHOPIFY INC | $2,512.31万 | 4.46% | 211,795 | 211,795 | — | $2,512.31万 | 新建仓 |
| NFLX | NETFLIX INC. | $2,892.29万 | 5.13% | 300,810 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $3,627.33万 | 6.44% | 112,741 | 112,741 | — | $3,627.33万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $3,822.71万 | 6.78% | 834,289 | 66,535 | 8.7% | $304.86万 | 加仓 |
| RL | RALPH LAUREN CORP | $4,043.26万 | 7.17% | 117,540 | 5,488 | 4.9% | $188.78万 | 加仓 |
| NU | NU HLDGS LTD | $4,063.04万 | 7.21% | 2,827,444 | 486,670 | 20.8% | $699.34万 | 加仓 |
| ONON | ON HLDG AG | $4,073.34万 | 7.23% | 1,197,338 | 335,328 | 38.9% | $1,140.79万 | 加仓 |
| META | META PLATFORMS INC | $4,363.75万 | 7.74% | 76,272 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $4,365.69万 | 7.75% | 513,490 | 184,661 | 56.2% | $1,569.99万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $4,975.24万 | 8.83% | 677,087 | 57,092 | 9.2% | $419.51万 | 加仓 |
| CIEN | CIENA CORP | $5,057.55万 | 8.97% | 130,272 | -48,385 | -27.1% | -$1,878.45万 | 减仓 |
| INTU | INTUIT | $5,671.66万 | 10.06% | 131,173 | 41,871 | 46.9% | $1,810.42万 | 加仓 |