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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%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
META	META PLATFORMS INC	7.74%	76,272	$43,637,499		No Change	$572.13	13F
NFLX	NETFLIX INC.	5.13%	300,810	$28,922,882		No Change	$96.15	13F