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THORNTREE CAPITAL PARTNERS LP

AUM: $752.30 M

13-F Portfolio Value: $600.65 M

Last 13-F Filed: Q2 2025

Concentration in top 10: 68.25%

Stock	Company	% Portfolio	Shares Held	Market Value	% Change	Quarter End Price	Source
META	META PLATFORMS INC	9.37%	76,272	$56,295,600	No Change	$738.09	13F
NFLX	NETFLIX INC	6.71%	30,081	$40,282,370	No Change	$1339.13	13F
MELI	MERCADOLIBRE INC	4.63%	10,642	$27,814,250	No Change	$2613.63	13F