ThornTree Capital Partners LP: INTU position timeline

ThornTree Capital Partners LP held 98,636 INTU 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 98,636 shares

   Change vs previous 13F -32,537 shares

   3.52% of the 13F portfolio, value $25,743,996.

   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 131,173 shares

   Change vs previous 13F +41,871 shares

   10.06% of the 13F portfolio, value $56,716,582.

   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 89,302 shares

   Change vs previous 13F +11,192 shares

   9.89% of the 13F portfolio, value $59,155,431.

   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 78,110 shares

   Change vs previous 13F +29,021 shares

   8.16% of the 13F portfolio, value $53,342,100.

   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 49,089 shares

   Change vs previous 13F -7,454 shares

   6.44% of the 13F portfolio, value $38,663,969.

   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 56,543 shares

   Change vs previous 13F +56,543 shares

   7.66% of the 13F portfolio, value $34,716,837.

   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 ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   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).

   Exited: the 13F for this period no longer lists the position.