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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
META	META PLATFORMS INC	8.57%	76,272	$56,012,631		No Change	$734.38	13F
NFLX	NETFLIX INC	5.52%	30,081	$36,064,713		No Change	$1198.92	13F