Thorntree Capital Partners Lp Top Holdings and 13F Report (2024) → The only financial event in 2024 that matters (From Porter & Company) (Ad) About Thorntree Capital Partners LpInvestment ActivityThorntree Capital Partners Lp has $592.78 million in total holdings as of March 31, 2024.Thorntree Capital Partners Lp owns shares of 20 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 22.39% of the portfolio was purchased this quarter.About 36.43% of the portfolio was sold this quarter.This quarter, Thorntree Capital Partners Lp has purchased 21 new stocks and bought additional shares in 5 stocks.Thorntree Capital Partners Lp sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings Meta Platforms $53,423,026PayPal $52,199,479NU $47,037,389Netflix $44,694,022DocuSign $39,766,835 Largest New Holdings this Quarter Boot Barn $34,743,737 HoldingAmazon.com $27,884,944 HoldingPure Storage $22,241,634 Holding Largest Purchases this Quarter Boot Barn 365,147 shares (about $34.74M)Amazon.com 154,590 shares (about $27.88M)DocuSign 393,981 shares (about $23.46M)Pure Storage 427,806 shares (about $22.24M)Trip.com Group 261,951 shares (about $11.50M) Largest Sales this Quarter Meta Platforms 54,985 shares (about $26.70M)DUOLINGO INC 85,000 shares (about $18.75M)MercadoLibre 9,008 shares (about $13.62M)Intuit 12,203 shares (about $7.93M)ON 219,616 shares (about $7.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofThorntree Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$53,423,026$26,699,616 ▼-33.3%110,0199.0%Computer and TechnologyPYPLPayPal$52,199,479$6,162,946 ▼-10.6%779,2138.8%Computer and TechnologyNUNU$47,037,389$3,828,886 ▼-7.5%3,942,7827.9%Business ServicesNFLXNetflix$44,694,022$8,658,704 ▲24.0%73,5917.5%Consumer DiscretionaryDOCUDocuSign$39,766,835$23,461,569 ▲143.9%667,7896.7%Business ServicesTCOMTrip.com Group$37,861,533$11,497,029 ▲43.6%862,6466.4%Consumer DiscretionaryFERGFerguson$36,852,636$54,826 ▼-0.1%168,7166.2%Industrial ProductsBOOTBoot Barn$34,743,737$34,743,737 ▲New Holding365,1475.9%Retail/WholesaleINTUIntuit$31,681,000$7,931,950 ▼-20.0%48,7405.3%Computer and TechnologyFWONKFormula One Group$31,593,026$2,257,624 ▲7.7%481,6015.3%Consumer DiscretionaryMELIMercadoLibre$31,326,299$13,619,736 ▼-30.3%20,7195.3%Retail/WholesaleAMZNAmazon.com$27,884,944$27,884,944 ▲New Holding154,5904.7%Retail/WholesalePSTGPure Storage$22,241,634$22,241,634 ▲New Holding427,8063.8%Computer and TechnologyUSMUnited States Cellular$19,202,723$1,967,350 ▲11.4%526,1023.2%Computer and TechnologyDUOLINGO INC$18,866,649$18,749,300 ▼-49.8%85,5323.2%CL A COMTNLTravel + Leisure$18,576,7950.0%379,4283.1%Consumer DiscretionarySGRYSurgery Partners$16,289,566$3,021,391 ▼-15.6%546,0802.7%MedicalONONON$15,618,289$7,770,014 ▼-33.2%441,4442.6%Consumer DiscretionaryACVAACV Auctions$12,183,119$7,147,241 ▼-37.0%649,0742.1%Retail/WholesaleLIBERTY MEDIA CORP DEL$740,1640.0%16,8910.1%COM LBTY LIV S CQQQInvesco QQQ$0$62,247,040 ▼-100.0%00.0%FinanceAKAMAkamai Technologies$0$24,764,501 ▼-100.0%00.0%Computer and TechnologyFIVNFive9$0$19,423,761 ▼-100.0%00.0%Computer and TechnologyBCBrunswick$0$14,506,792 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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