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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
CIEN	CIENA CORP	8.97%	130,272	$50,575,499	-48,385	-27.08%	$388.23	13F
MELI	MERCADOLIBRE INC	3.27%	10,642	$18,400,231	-3,184	-23.03%	$1729.02	13F
GOOGL	ALPHABET INC	2.33%	45,628	$13,120,788	-101,197	-68.92%	$287.56	13F