SEC 13F Intelligence

Managers / Q4 2018 · view latest →

ThornTree Capital Partners LP

CIK 0001688511 · 800 BOYLSTON STREET, SUITE 1520, BOSTON, MA, 02199-8182 · 6174432080

Reported Value
$318M
Q4 2018
Positions
14
Filings on Record
30
2019–present window
Filed
Feb 14, 2019
original filing

Summary

Thorntree Capital Partners Lp reported $318M in U.S.-listed holdings across 14 positions for Q4 2018.

Its largest position, TWTRUSD, represents 12.5% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $318MQ4 ’18Q1 ’19: $348MQ2 ’19: $317MQ3 ’19: $327MQ4 ’19: $364MQ4 ’19Q1 ’20: $360MQ2 ’20: $634MQ3 ’20: $705MQ4 ’20: $801MQ4 ’20Q1 ’21: $776MQ2 ’21: $741MQ3 ’21: $708MQ4 ’21: $517MQ4 ’21Q1 ’22: $456MQ2 ’22: $255MQ3 ’22: $293MQ4 ’22: $304.1BQ4 ’22Q1 ’23: $403MQ2 ’23: $421MQ3 ’23: $382MQ4 ’23: $609MQ4 ’23Q1 ’24: $593MQ2 ’24: $587MQ3 ’24: $601MQ4 ’24: $770MQ4 ’24Q1 ’25: $453MQ2 ’25: $601MQ3 ’25: $653MQ4 ’25: $598MQ4 ’25Q1 ’26: $564Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 86.5%ADR: 6.9%Other: 6.6%
  • Common Stock · 86.5% · $275M
  • ADR · 6.9% · $22M
  • Other · 6.6% · $21M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2018

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$564M16May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$598M15Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$653M18Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$601M17Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$453M19May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$770M26Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$601M24Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$587M21Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$593M20May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$609M25Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$382M18Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$421M18Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$403M18May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$304.1B17Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$293M17Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$255M15Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$456M21May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$517M23Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$708M30Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$741M31Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$776M31May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$801M25Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$705M27Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$634M26Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$360M21May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$364M15Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$327M14Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$317M15Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$348M17May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$318M14Feb 14, 201913F-HRchanges · 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 ↗.