Thorntree Capital Partners Lp Top Holdings and 13F Report (2025) About Thorntree Capital Partners LpInvestment ActivityThorntree Capital Partners Lp has $453.01 million in total holdings as of March 31, 2025.Thorntree Capital Partners Lp owns shares of 19 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 16.60% of the portfolio was purchased this quarter.About 80.24% of the portfolio was sold this quarter.This quarter, Thorntree Capital Partners Lp has purchased 20 new stocks and bought additional shares in 1 stock.Thorntree Capital Partners Lp sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Meta Platforms $43,960,130VIKING HOLDINGS LTD $38,122,516CarMax $36,627,699Intuit $34,716,837CoStar Group $31,153,078 Largest New Holdings this Quarter 461202103 - Intuit $34,716,837 Holding20717M103 - Confluent $24,830,930 Holding751212101 - Ralph Lauren $12,958,762 Holding Largest Purchases this Quarter Intuit 56,543 shares (about $34.72M)Confluent 1,059,340 shares (about $24.83M)Ralph Lauren 58,706 shares (about $12.96M)CarMax 34,500 shares (about $2.69M) Largest Sales this Quarter Netflix 89,224 shares (about $83.20M)MercadoLibre 23,116 shares (about $45.10M)FERGUSON ENTERPRISES INC 184,044 shares (about $29.49M)NU 1,627,712 shares (about $16.67M)ON 353,880 shares (about $15.54M) 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$43,960,130$7,829,274 ▼-15.1%76,2729.7%Computer and TechnologyVIKING HOLDINGS LTD$38,122,516$721,502 ▼-1.9%959,0578.4%ORD SHSKMXCarMax$36,627,699$2,688,240 ▲7.9%470,0688.1%Retail/WholesaleINTUIntuit$34,716,837$34,716,837 ▲New Holding56,5437.7%Computer and TechnologyCSGPCoStar Group$31,153,078$5,558,143 ▼-15.1%393,1986.9%Computer and TechnologyAFRMAffirm$29,953,785$507,936 ▼-1.7%662,8416.6%Business ServicesNFLXNetflix$28,051,435$83,204,057 ▼-74.8%30,0816.2%Consumer DiscretionaryFWONKFormula One Group$27,487,794$11,436,761 ▼-29.4%305,3866.1%Consumer DiscretionaryNUNU$26,831,340$16,667,771 ▼-38.3%2,620,2485.9%FinanceCIENCiena$26,195,740$10,786,936 ▼-29.2%433,4895.8%Computer and TechnologyCFLTConfluent$24,830,930$24,830,930 ▲New Holding1,059,3405.5%Computer and TechnologyMELIMercadoLibre$20,761,159$45,096,312 ▼-68.5%10,6424.6%Retail/WholesaleONONON$19,776,385$15,542,409 ▼-44.0%450,2824.4%Retail/WholesaleWBDWarner Bros. Discovery$19,235,886$3,062,825 ▼-13.7%1,792,7204.2%Consumer DiscretionaryUSMUnited States Cellular$13,855,309$10,480,167 ▼-43.1%200,3663.1%Computer and TechnologyRLRalph Lauren$12,958,762$12,958,762 ▲New Holding58,7062.9%Consumer DiscretionaryFERGUSON ENTERPRISES INC$11,963,893$29,489,369 ▼-71.1%74,6672.6%COMMON STOCK NEWBOOTBoot Barn$5,371,5000.0%50,0001.2%Retail/WholesaleLIBERTY MEDIA CORP DEL$1,150,9530.0%16,8910.3%COM LBTY LIV S CDUOLINGO INC$0$55,291,590 ▼-100.0%00.0%CL A COMFLUTTER ENTMT PLC$0$25,845,000 ▼-100.0%00.0%SHSACVAACV Auctions$0$22,479,530 ▼-100.0%00.0%Retail/WholesaleBIRKENSTOCK HOLDING PLC$0$19,505,602 ▼-100.0%00.0%COM SHSShowing 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. 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