ThornTree Capital Partners LP: ONON position timeline

ThornTree Capital Partners LP held 668,771 ONON 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 668,771 shares

   Change vs previous 13F -528,567 shares

   3.24% of the 13F portfolio, value $23,687,869.

   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 1,197,338 shares

   Change vs previous 13F +335,328 shares

   7.23% of the 13F portfolio, value $40,733,439.

   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 862,010 shares

   Change vs previous 13F +282,976 shares

   6.7% of the 13F portfolio, value $40,066,225.

   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 579,034 shares

   Change vs previous 13F +202,856 shares

   3.75% of the 13F portfolio, value $24,522,090.

   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 376,178 shares

   Change vs previous 13F -74,104 shares

   3.26% of the 13F portfolio, value $19,580,065.

   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 450,282 shares

   Change vs previous 13F -133,880 shares

   4.37% of the 13F portfolio, value $19,776,385.

   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 584,162 shares

   Change vs previous 13F +142,718 shares

   5.37% of the 13F portfolio, value $31,994,553.

   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 441,444 shares

   Change vs previous 13F not available

   4.62% of the 13F portfolio, value $22,138,417.

   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).