Thorntree Capital Partners LP - Q42025 Holdings

Thorntree Capital Partners LP holds 15 stocks with a total portfolio value of $ 597.9M as of Q42025. In Q42025, Thorntree Capital Partners LP added 1 new position, increased stakes in 7 stocks, reduced 4 holdings, and fully exited 4 positions. The largest holding is Intuit (INTU), representing 9.89% of the total portfolio.