Thorntree Capital Partners Lp Top Holdings and 13F Report (2025) About Thorntree Capital Partners LpInvestment ActivityThorntree Capital Partners Lp has $770.08 million in total holdings as of December 31, 2024.Thorntree Capital Partners Lp owns shares of 20 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 29.70% of the portfolio was purchased this quarter.About 14.34% of the portfolio was sold this quarter.This quarter, Thorntree Capital Partners Lp has purchased 18 new stocks and bought additional shares in 7 stocks.Thorntree Capital Partners Lp sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Netflix $106,338,933MercadoLibre $57,403,454DUOLINGO INC $55,291,590Meta Platforms $52,611,587Ciena $51,903,042 Largest New Holdings this Quarter CarMax $35,612,040 HoldingCoStar Group $33,171,227 HoldingWarner Bros. Discovery $21,966,204 HoldingBIRKENSTOCK HOLDING PLC $19,505,602 Holding Largest Purchases this Quarter Netflix 55,000 shares (about $49.02M)CarMax 435,568 shares (about $35.61M)CoStar Group 463,350 shares (about $33.17M)FERGUSON ENTERPRISES INC 191,019 shares (about $33.16M)Warner Bros. Discovery 2,078,165 shares (about $21.97M) Largest Sales this Quarter Meta Platforms 60,586 shares (about $35.47M)Boot Barn 45,919 shares (about $6.97M)VIKING HOLDINGS LTD 109,114 shares (about $4.81M)ON 77,282 shares (about $4.23M)United States Cellular 52,048 shares (about $3.26M) 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 PortfolioSectorNFLXNetflix$106,338,933$49,022,600 ▲85.5%119,30513.8%Consumer DiscretionaryMELIMercadoLibre$57,403,454$12,753,300 ▲28.6%33,7587.5%Retail/WholesaleDUOLINGO INC$55,291,5900.0%170,5327.2%CL A COMMETAMeta Platforms$52,611,587$35,473,709 ▼-40.3%89,8566.8%Computer and TechnologyCIENCiena$51,903,042$990,835 ▲1.9%611,9926.7%Computer and TechnologyFERGUSON ENTERPRISES INC$44,904,468$33,155,168 ▲282.2%258,7115.8%COMMON STOCK NEWONONON$44,043,953$4,232,735 ▼-8.8%804,1625.7%Retail/WholesaleNUNU$44,008,866$4,778,623 ▲12.2%4,247,9605.7%FinanceVIKING HOLDINGS LTD$43,055,784$4,807,563 ▼-10.0%977,2085.6%ORD SHSAFRMAffirm$41,051,533$2,596,411 ▼-5.9%674,0815.3%Business ServicesFWONKFormula One Group$40,070,539$142,789 ▼-0.4%432,4475.2%Consumer DiscretionaryKMXCarMax$35,612,040$35,612,040 ▲New Holding435,5684.6%Retail/WholesaleCSGPCoStar Group$33,171,227$33,171,227 ▲New Holding463,3504.3%Computer and TechnologyFLUTTER ENTMT PLC$25,845,000$12,922,500 ▲100.0%100,0003.4%SHSACVAACV Auctions$22,479,530$4,813,646 ▲27.2%1,040,7192.9%Retail/WholesaleUSMUnited States Cellular$22,072,611$3,264,451 ▼-12.9%351,9232.9%Computer and TechnologyWBDWarner Bros. Discovery$21,966,204$21,966,204 ▲New Holding2,078,1652.9%Consumer DiscretionaryBIRKENSTOCK HOLDING PLC$19,505,602$19,505,602 ▲New Holding344,2572.5%COM SHSBOOTBoot Barn$7,591,000$6,971,423 ▼-47.9%50,0001.0%Retail/WholesaleLIBERTY MEDIA CORP DEL$1,149,6010.0%16,8910.1%COM LBTY LIV S CPYPLPayPal$0$29,151,540 ▼-100.0%00.0%Computer and TechnologySGRYSurgery Partners$0$23,760,848 ▼-100.0%00.0%MedicalShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. 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