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  • Gurus
  • Growth
  • THORNTREE CAPITAL PARTNERS LP (Data extracted from 13F, 13D, 13G and Form 4)

THORNTREE CAPITAL PARTNERS LP

AUM: $752.30 M
13-F Portfolio Value: $563.53 M
Last 13-F Filed: Q1 2026
Concentration in top 10: 78.18%
Filter by:
Quarter to View:
Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
MTZMASTEC INC6.44%112,741$36,273,289112,741New$321.7413F
SHOPSHOPIFY INC4.46%211,795$25,123,123211,795New$118.6213F
ADIANALOG DEVICES INC3.59%63,652$20,250,24763,652New$318.1413F
VEEVVEEVA SYS INC3.03%97,238$17,080,82797,238New$175.6613F

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