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THORNTREE CAPITAL PARTNERS LP

AUM: $752.30 M

13-F Portfolio Value: $653.36 M

Last 13-F Filed: Q3 2025

Concentration in top 10: 66.42%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
RKT	ROCKET COS INC	6.45%	2,174,449	$42,140,822	2,174,449	New	$19.38	13F
GOOGL	ALPHABET INC	4.92%	132,184	$32,133,930	132,184	New	$243.1	13F
TDS	TELEPHONE & DATA SYS INC	3.19%	531,692	$20,863,594	531,692	New	$39.24	13F