ThornTree Capital Partners LP: NU position timeline

ThornTree Capital Partners LP held 4,584,775 NU 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 4,584,775 shares

   Change vs previous 13F +1,757,331 shares

   8.38% of the 13F portfolio, value $61,252,594.

   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 2,827,444 shares

   Change vs previous 13F +486,670 shares

   7.21% of the 13F portfolio, value $40,630,370.

   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 2,340,774 shares

   Change vs previous 13F -383,317 shares

   6.55% of the 13F portfolio, value $39,184,557.

   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 2,724,091 shares

   Change vs previous 13F -88,344 shares

   6.68% of the 13F portfolio, value $43,612,697.

   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 2,812,435 shares

   Change vs previous 13F +192,187 shares

   6.42% of the 13F portfolio, value $38,586,608.

   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 2,620,248 shares

   Change vs previous 13F -877,712 shares

   5.92% of the 13F portfolio, value $26,831,340.

   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 3,497,960 shares

   Change vs previous 13F +461,257 shares

   6.08% of the 13F portfolio, value $36,238,866.

   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 3,036,703 shares

   Change vs previous 13F not available

   8.65% of the 13F portfolio, value $41,450,996.

   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).