Thorn Tree Capital Partners LP Purchases and Sells in Q2 2024

Thorn Tree Capital Partners LP

$487 Million
Q2 2024

Top Buys

Incresed Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USM	71.3K + 13.56%	$33.82 - $59.49 $2.41M - $4.24M	597K $33.3M
SGRY	454K + 83.11%	$23.04 - $28.88 $10.5M - $13.1M	1M $23.8M
MELI	1.79K + 8.66%	$1356.43 - $1787.73 $2.43M - $3.21M	22.5K $37M
LIBERTY MEDIA CORP DEL	105K + 21.83%	N/A	587K $0

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AFRM	898K New	$28.72 - $36.02 $25.8M - $32.3M	898K $27.1M
CFLT	857K New	$25.7 - $32.23 $22M - $27.6M	857K $25.3M
BURL	76.5K New	$177.64 - $242.53 $13.6M - $18.5M	76.5K $18.4M
TKO GROUP HOLDINGS INC	250K New	N/A	250K $0
VIKING HOLDINGS LTD	895K New	N/A	895K $0

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PYPL	-304K - 39.06%	$58.03 - $67.92 $17.7M - $20.7M	475K $27.6M
TCOM	-378K - 43.8%	$46.96 - $57.05 $17.7M - $21.6M	485K $22.8M
FERG	-41.5K - 24.58%	$190.98 - $223.85 $7.92M - $9.28M	127K $24.6M
NFLX	-14.5K - 19.76%	$550.64 - $686.12 $8.01M - $9.98M	59K $39.9M
INTU	-4.8K - 9.85%	$562.97 - $670.27 $2.7M - $3.22M	43.9K $28.9M
META	-7.54K - 6.85%	$430.17 - $527.34 $3.24M - $3.98M	102K $51.7M

Activity Summary All Purchases 9 New Holdings 5 Increased Positions 4 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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