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ThornTree Capital Partners LP: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ThornTree Capital Partners LP on ADI, newest first. How the timeline and the estimate are built.

ThornTree Capital Partners LP held 139,751 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,751 shares
    Change vs previous 13F +76,099 shares

    7.59% of the 13F portfolio, value $55,504,905.

    13F-HR 0001172661-26-003754 filed by ThornTree Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 63,652 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $20,250,247.

    13F-HR 0001172661-26-002253 filed by ThornTree Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).