Thorn Tree Capital Partners LP Portfolio Holdings

Thorn Tree Capital Partners LP

  • $374 Million
  • Q1 2025

Thorn Tree Capital Partners LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $374 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $44M, Carmax Inc with a value of $36.6M, Intuit Inc with a value of $34.7M, Costar Group, Inc. with a value of $31.2M, and Affirm Holdings, Inc. with a value of $30M.

Examining the 13F form we can see an decrease of $222M in the current position value, from $596M to 374M.

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 $374 Million
Technology: $116 Million
Communication Services: $105 Million
Consumer Cyclical: $95.5 Million
Real Estate: $31.2 Million
Financial Services: $26.8 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $374 Million
  • Prior Value $596 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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