Long-term investor

Thorntree Capital Partners LP @thorntreecapitalpartners

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001688511).

Record

  • Tracked since 2025-06-30 (450 days), 52 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +13.4% · 1 year n/a · all +20.9%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • VIK · 8.8% · long · since 2025-06-30
  • CIEN · 8.7% · long · since 2025-06-30
  • NU · 8.4% · long · since 2025-06-30
  • 531229755 · 7.9% · long · since 2025-06-30
  • AXP · 7.7% · long · since 2026-06-30
  • ADI · 7.6% · long · since 2026-03-31
  • RL · 7.4% · long · since 2025-06-30
  • AFRM · 6.3% · long · since 2025-06-30
  • META · 5.9% · long · since 2025-06-30
  • MTZ · 5.0% · long · since 2026-03-31
  • SHOP · 4.8% · long · since 2026-03-31
  • NTRA · 4.3% · long · since 2026-06-30

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