Thorntree Capital Partners Lp Top Holdings and 13F Report (2024) About Thorntree Capital Partners LpInvestment ActivityThorntree Capital Partners Lp has $601.16 million in total holdings as of September 30, 2024.Thorntree Capital Partners Lp owns shares of 18 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 26.67% of the portfolio was purchased this quarter.About 36.72% of the portfolio was sold this quarter.This quarter, Thorntree Capital Partners Lp has purchased 21 new stocks and bought additional shares in 8 stocks.Thorntree Capital Partners Lp sold shares of 6 stocks and completely divested from 6 stocks this quarter.Largest Holdings Meta Platforms $86,119,018MercadoLibre $53,880,366NU $51,688,496DUOLINGO INC $48,093,435Netflix $45,609,607 Largest New Holdings this Quarter Ciena $36,973,031 HoldingFERGUSON ENTERPRISES INC $13,441,600 HoldingFLUTTER ENTMT PLC $11,864,000 Holding Largest Purchases this Quarter Ciena 600,309 shares (about $36.97M)Meta Platforms 47,961 shares (about $27.45M)DUOLINGO INC 85,000 shares (about $23.97M)ON 440,000 shares (about $22.07M)FERGUSON ENTERPRISES INC 67,692 shares (about $13.44M) Largest Sales this Quarter Boot Barn 164,858 shares (about $27.58M)Formula One Group 152,728 shares (about $11.83M)United States Cellular 193,454 shares (about $10.57M)Surgery Partners 262,950 shares (about $8.48M)PayPal 101,265 shares (about $7.90M) 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$86,119,018$27,454,795 ▲46.8%150,44214.3%Computer and TechnologyMELIMercadoLibre$53,880,366$7,684,590 ▲16.6%26,2589.0%Retail/WholesaleNUNU$51,688,496$3,004,338 ▲6.2%3,786,7038.6%FinanceDUOLINGO INC$48,093,435$23,971,700 ▲99.4%170,5328.0%CL A COMNFLXNetflix$45,609,607$3,727,923 ▲8.9%64,3057.6%Consumer DiscretionaryONONON$44,204,417$22,066,000 ▲99.7%881,4447.4%Retail/WholesaleVIKING HOLDINGS LTD$37,901,775$6,689,006 ▲21.4%1,086,3226.3%ORD SHSCIENCiena$36,973,031$36,973,031 ▲New Holding600,3096.2%Computer and TechnologyFWONKFormula One Group$33,603,691$11,825,729 ▼-26.0%433,9885.6%Consumer DiscretionaryAFRMAffirm$29,256,306$7,393,849 ▼-20.2%716,7154.9%Business ServicesPYPLPayPal$29,151,540$7,901,708 ▼-21.3%373,5944.8%Computer and TechnologySGRYSurgery Partners$23,760,848$8,477,508 ▼-26.3%736,9994.0%MedicalUSMUnited States Cellular$22,077,015$10,572,261 ▼-32.4%403,9713.7%Computer and TechnologyACVAACV Auctions$16,627,195$3,431,521 ▲26.0%817,8652.8%Retail/WholesaleBOOTBoot Barn$16,045,330$27,577,446 ▼-63.2%95,9192.7%Retail/WholesaleFERGUSON ENTERPRISES INC$13,441,600$13,441,600 ▲New Holding67,6922.2%COMMON STOCK NEWFLUTTER ENTMT PLC$11,864,000$11,864,000 ▲New Holding50,0002.0%SHSLIBERTY MEDIA CORP DEL$867,0150.0%16,8910.1%COM LBTY LIV S CINTUIntuit$0$28,875,836 ▼-100.0%00.0%Computer and TechnologyTKO GROUP HOLDINGS INC$0$27,011,647 ▼-100.0%00.0%CL ACFLTConfluent$0$25,320,203 ▼-100.0%00.0%Business ServicesFERGFerguson$0$24,641,963 ▼-100.0%00.0%Industrial ProductsTCOMTrip.com Group$0$22,786,070 ▼-100.0%00.0%Consumer DiscretionaryBURLBurlington Stores$0$18,354,960 ▼-100.0%00.0%Retail/WholesaleShowing 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. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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