ThornTree Capital Partners LP
Boston MA · SEC CIK 0001688511
$7.31亿2026Q2 申报市值
19持仓数
73.8%前十大占比 · 第一大 8.8%
5 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AXP 新建仓+$5,641.47万
NTRA 新建仓+$3,149.39万
ADI 加仓+$3,022.42万
NU 加仓+$2,347.79万
LION 新建仓+$1,908.52万
2026Q2 卖出最多 按季末市值估算
AFRM 减仓-$2,167.31万
ONON 减仓-$1,872.18万
VEEV 清仓-$1,708.08万
GOOGL 清仓-$1,312.08万
MTZ 减仓-$1,036.53万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VIK | VIKING HOLDINGS LTD | $6,455.00万 | 8.83% | 616,700 | -60,387 | -8.9% | -$632.07万 | 减仓 |
| CIEN | CIENA CORP | $6,390.62万 | 8.74% | 130,272 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $6,125.26万 | 8.38% | 4,584,775 | 1,757,331 | 62.2% | $2,347.79万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $5,753.72万 | 7.87% | 604,763 | 91,273 | 17.8% | $868.37万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $5,641.47万 | 7.71% | 166,784 | 166,784 | — | $5,641.47万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $5,550.49万 | 7.59% | 139,751 | 76,099 | 119.6% | $3,022.42万 | 加仓 |
| RL | RALPH LAUREN CORP | $5,441.39万 | 7.44% | 135,557 | 18,017 | 15.3% | $723.22万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $4,636.31万 | 6.34% | 568,524 | -265,765 | -31.9% | -$2,167.31万 | 减仓 |
| META | META PLATFORMS INC | $4,296.33万 | 5.87% | 76,272 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $3,654.17万 | 5.00% | 87,828 | -24,913 | -22.1% | -$1,036.53万 | 减仓 |
| SHOP | SHOPIFY INC | $3,506.89万 | 4.80% | 307,137 | 95,342 | 45.0% | $1,088.61万 | 加仓 |
| NTRA | NATERA INC | $3,149.39万 | 4.31% | 116,021 | 116,021 | — | $3,149.39万 | 新建仓 |
| INTU | INTUIT | $2,574.40万 | 3.52% | 98,636 | -32,537 | -24.8% | -$849.22万 | 减仓 |
| ONON | ON HLDG AG | $2,368.79万 | 3.24% | 668,771 | -528,567 | -44.1% | -$1,872.18万 | 减仓 |
| NFLX | NETFLIX INC. | $2,147.78万 | 2.94% | 300,810 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP | $1,908.52万 | 2.61% | 1,246,584 | 1,246,584 | — | $1,908.52万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $1,806.36万 | 2.47% | 10,642 | 0 | 0.0% | — | 不变 |
| RRR | RED ROCK RESORTS INC | $1,547.75万 | 2.12% | 237,896 | 237,896 | — | $1,547.75万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $179.30万 | 0.25% | 2,401 | 2,401 | — | $179.30万 | 新建仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -97,238 | -100.0% | -$1,708.08万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -45,628 | -100.0% | -$1,312.08万 | 清仓 |