ThornTree Capital Partners LP: CIEN position timeline

ThornTree Capital Partners LP held 130,272 CIEN 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 130,272 shares

   Change vs previous 13F 0 shares

   8.74% of the 13F portfolio, value $63,906,232.

   13F-HR 0001172661-26-003754 filed by ThornTree Capital Partners LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 130,272 shares

   Change vs previous 13F -48,385 shares

   8.97% of the 13F portfolio, value $50,575,499.

   13F-HR 0001172661-26-002253 filed by ThornTree Capital Partners LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 178,657 shares

   Change vs previous 13F -160,484 shares

   6.99% of the 13F portfolio, value $41,782,513.

   13F-HR 0001172661-26-001146 filed by ThornTree Capital Partners LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 339,141 shares

   Change vs previous 13F -39,821 shares

   7.56% of the 13F portfolio, value $49,402,669.

   13F-HR 0001172661-25-005051 filed by ThornTree Capital Partners LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 378,962 shares

   Change vs previous 13F -54,527 shares

   5.13% of the 13F portfolio, value $30,820,979.

   13F-HR 0001172661-25-003503 filed by ThornTree Capital Partners LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 433,489 shares

   Change vs previous 13F -178,503 shares

   5.78% of the 13F portfolio, value $26,195,740.

   13F-HR 0001172661-25-002153 filed by ThornTree Capital Partners LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 611,992 shares

   Change vs previous 13F +11,683 shares

   8.71% of the 13F portfolio, value $51,903,042.

   13F-HR 0001172661-25-001163 filed by ThornTree Capital Partners LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 600,309 shares

   Change vs previous 13F not available

   7.72% of the 13F portfolio, value $36,973,031.

   13F-HR 0001172661-24-005153 filed by ThornTree Capital Partners LP
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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