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Jay Scollins

Thorntree Capital Partners Lp

Assets Managed
$563.534M
Holdings
16
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
-5.74%(2Q avg: -7.11%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Thorntree Capital Partners Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Thorntree Capital Partners Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 563.534M in assets, with a quarterly growth rate of -5.74% and a 2-quarter average growth rate of -7.11%. The portfolio is managed by Jay Scollins, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
INTU
Intuit Inc
Recent Activity
Increased 46.89%
10.07%
$56.717M
131,173 shares@ $432.39 avg price
CIEN
Ciena Corp
Recent Activity
Decreased -27.08%
8.98%
$50.575M
130,272 shares@ $388.24 avg price
VIK
Viking Holdings Ltd
Recent Activity
Increased 9.21%
8.83%
$49.752M
677,087 shares@ $73.49 avg price
FWONK
Liberty Media Corp-lib-new-c
Recent Activity
Increased 56.16%
7.75%
$43.657M
513,490 shares@ $85.03 avg price
META
Meta Platforms Inc-class A
Recent Activity
7.75%
$43.637M
76,272 shares@ $572.13 avg price
ONON
On Holding Ag-class A
Recent Activity
Increased 38.91%
7.23%
$40.733M
1.197M shares@ $34.03 avg price
NU
Nu Holdings Ltd Cayman Isl-a
Recent Activity
Increased 20.8%
7.21%
$40.63M
2.827M shares@ $14.37 avg price
RL
Ralph Lauren Corp
Recent Activity
Increased 4.9%
7.18%
$40.433M
117,540 shares@ $344.0 avg price
AFRM
Affirm Holdings Inc
Recent Activity
Increased 8.67%
6.79%
$38.227M
834,289 shares@ $45.83 avg price
MTZ
Mastec Inc
Recent Activity
New Position
6.44%
$36.273M
112,741 shares@ $321.74 avg price

1-10 of 16