首页 › 机构 › ThornTree Capital Partners LP
ThornTree Capital Partners LP
特别关注No.3388 数据截至 2026Q2环比变动 Q1 2026
+$1.68亿+29.8%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 VIKING ORD SHSVIK |
| 8.83% | 8.83% | $6,455.0万 | 61.7万股 | $4,975.2万 | 67.7万股 | -6.0万股-8.92% | 减仓 |
 CienaCIEN |
| 8.74% | 8.97% | $6,390.6万 | 13.0万股 | $5,057.5万 | 13.0万股 | 00.00% | 持仓不变 |
 NubankNU |
| 8.38% | 7.21% | $6,125.3万 | 458.5万股 | $4,063.0万 | 282.7万股 | +175.7万股+62.15% | 加仓 |
 自由媒体FWONK |
| 7.87% | 7.75% | $5,753.7万 | 60.5万股 | $4,365.7万 | 51.3万股 | +9.1万股+17.78% | 加仓 |
 美国运通AXP |
| 7.71% | — | $5,641.5万 | 16.7万股 | $0 | 0股 | +16.7万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 7.59% | 3.59% | $5,550.5万 | 14.0万股 | $2,025.0万 | 6.4万股 | +7.6万股+119.55% | 加仓 |
| R拉夫劳伦RL |
| 7.44% | 7.17% | $5,441.4万 | 13.6万股 | $4,043.3万 | 11.8万股 | +1.8万股+15.33% | 加仓 |
 AFFIRM COM CL AAFRM |
| 6.34% | 6.78% | $4,636.3万 | 56.9万股 | $3,822.7万 | 83.4万股 | -26.6万股-31.86% | 减仓 |
 Meta平台META |
| 5.87% | 7.74% | $4,296.3万 | 7.6万股 | $4,363.7万 | 7.6万股 | 00.00% | 持仓不变 |
| MMASTECMTZ |
| 5% | 6.44% | $3,654.2万 | 8.8万股 | $3,627.3万 | 11.3万股 | -2.5万股-22.10% | 减仓 |
 ShopifySHOP |
| 4.8% | 4.46% | $3,506.9万 | 30.7万股 | $2,512.3万 | 21.2万股 | +9.5万股+45.02% | 加仓 |
 NateraNTRA |
| 4.31% | — | $3,149.4万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
 财捷INTU |
| 3.52% | 10.06% | $2,574.4万 | 9.9万股 | $5,671.7万 | 13.1万股 | -3.3万股-24.80% | 减仓 |
| OONONON |
| 3.24% | 7.23% | $2,368.8万 | 66.9万股 | $4,073.3万 | 119.7万股 | -52.9万股-44.15% | 减仓 |
 NETFLIXNFLX |
| 2.94% | 5.13% | $2,147.8万 | 30.1万股 | $2,892.3万 | 30.1万股 | 00.00% | 持仓不变 |
| LLIONSGATE STUDIOSLION |
| 2.61% | — | $1,908.5万 | 124.7万股 | $0 | 0股 | +124.7万股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 2.47% | 3.27% | $1,806.4万 | 1.1万股 | $1,840.0万 | 1.1万股 | 00.00% | 持仓不变 |
 RED ROCK RESORTSRRR |
| 2.12% | — | $1,547.8万 | 23.8万股 | $0 | 0股 | +23.8万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.25% | — | $179.3万 | 2,401股 | $0 | 0股 | +2,401股 | 新买入 |
