StockDriftsStockDriftsTop 16 Thorntree Capital Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | 10.06% | 131.2K | $56.7M | +46.89%(+41.87K) | $571.72(-31.26%) | 2026-03-31 | |
| CIEN | CIENA CORP | 8.97% | 130.3K | $50.6M | -27.08%(-48.38K) | $55.23(+903.83%) | 2026-03-31 | |
| VIK | VIKING HOLDINGS LTD | 8.83% | 677.1K | $49.8M | +9.21%(+57.09K) | $37.26(+124.62%) | 2026-03-31 | |
| FWONK | LIBERTY MEDIA CORP DEL | 7.75% | 513.5K | $43.7M | +56.16%(+184.66K) | $77.74(+15.18%) | 2026-03-31 | |
| META | META PLATFORMS INC | 7.74% | 76.3K | $43.6M | +0.00%(+0) | $196.70(+212.26%) | 2026-03-31 | |
| ONON | ON HLDG AG | 7.23% | 1.20M | $40.7M | +38.90%(+335.33K) | $39.39(-5.41%) | 2026-03-31 | |
| NU | NU HLDGS LTD | 7.21% | 2.83M | $40.6M | +20.79%(+486.67K) | $7.95(+53.28%) | 2026-03-31 | |
| RL | RALPH LAUREN CORP | 7.17% | 117.5K | $40.4M | +4.90%(+5.49K) | $241.10(+35.55%) | 2026-03-31 | |
| AFRM | AFFIRM HLDGS INC | 6.78% | 834.3K | $38.2M | +8.67%(+66.53K) | $52.73(+24.82%) | 2026-03-31 | |
| MTZ | MASTEC INC | 6.44% | 112.7K | $36.3M | new | $269.55(+53.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.95% | +81.37% |
| Top 20 Holdings Unweighted | +21.50% | +79.35% |
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