Thorntree Capital Partners LP - Q12026 Holdings

Thorntree Capital Partners LP holds 16 stocks with a total portfolio value of $ 563.53M as of Q12026. In Q12026, Thorntree Capital Partners LP added 4 new positions, increased stakes in 7 stocks, reduced 3 holdings, and fully exited 3 positions. The largest holding is Intuit (INTU), representing 10.06% of the total portfolio.