Managers / Q1 2026
ThornTree Capital Partners LP
CIK 0001688511 · 800 BOYLSTON STREET, SUITE 1520, BOSTON, MA, 02199-8182 · 6174432080
Reported Value
$564M
Q1 2026
Positions
16
Filings on Record
30
2019–present window
Filed
May 15, 2026
original filing
Summary
Thorntree Capital Partners Lp reported $564M in U.S.-listed holdings across 16 positions for Q1 2026.
Its largest position, INTU, represents 10.1% of the portfolio.
Compared with Q4 2025, the fund opened 4 new positions and exited 3.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $564M | 16 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $598M | 15 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $653M | 18 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $601M | 17 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $453M | 19 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $770M | 26 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $601M | 24 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $587M | 21 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $593M | 20 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $609M | 25 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $382M | 18 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $421M | 18 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $403M | 18 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $304.1B | 17 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $293M | 17 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $255M | 15 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $456M | 21 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $517M | 23 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $708M | 30 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $741M | 31 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $776M | 31 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $801M | 25 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $705M | 27 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $634M | 26 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $360M | 21 | May 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $364M | 15 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $327M | 14 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $317M | 15 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $348M | 17 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $318M | 14 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.