Thorn Tree Capital Partners LP Portfolio Holdings

Thorn Tree Capital Partners LP

  • $503 Million
  • Q3 2024

Thorn Tree Capital Partners LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $503 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $54.6M, Nu Holdings Ltd. with a value of $41.5M, Netflix Inc with a value of $38.5M, Mercadolibre Inc with a value of $38.5M, and Ciena Corp with a value of $37M.

Examining the 13F form we can see an increase of $16.7M in the current position value, from $487M to 503M.

Thorn Tree Capital Partners LP is based out at Boston, MA

Below you can find more details about Thorn Tree Capital Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $503 Million
Communication Services: $154 Million
Consumer Cyclical: $131 Million
Technology: $114 Million
Financial Services: $80.8 Million
Healthcare: $23.8 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $503 Million
  • Prior Value $487 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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