ThornTree Capital Partners’s Array Digital Infrastructure AD Stock Holding History

ThornTree Capital Partners’s Portfolio AD Stock Details AD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-200,366	Closed	-$13.9M	–	20
2025 Q1	$13.9M	Sell	200,366 -151,557	-43%	-$9.82M	3.06%	15
2024 Q4	$22.1M	Sell	351,923 -52,048	-13%	-$3.18M	2.87%	19
2024 Q3	$22.1M	Sell	403,971 -193,454	-32%	-$10.6M	3.67%	15
2024 Q2	$33.3M	Buy	597,425 +71,323	+14%	+$3.14M	5.68%	7
2024 Q1	$19.2M	Buy	526,102 +53,900	+11%	+$2.1M	3.24%	14
2023 Q4	$19.6M	Buy	472,202 +112,912	+31%	+$4.78M	3.22%	12
2023 Q3	$15.4M	Buy	+359,290	New	+$11.6M	4.04%	11

Other funds holding AD

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

ThornTree Capital Partners's AD Position: Q2 2025 in Review

ThornTree Capital Partners sold out of Array Digital Infrastructure (AD) in Q2 2025, closing a stake of 200,366 shares — an estimated $13.9M sold.

ThornTree Capital Partners first reported a position in AD in Q3 2023 and held it in 7 quarters. The position peaked at $33.3M in Q2 2024. 137 funds tracked by Wall St. Rank hold AD as of Q2 2025.

ThornTree Capital Partners reported no remaining Array Digital Infrastructure position as of Q2 2025 after selling out during the quarter.
ThornTree Capital Partners sold 200,366 Array Digital Infrastructure shares in Q2 2025, an estimated $13.9M.
ThornTree Capital Partners first reported a position in Array Digital Infrastructure in Q3 2023 and held it in 7 quarters.
ThornTree Capital Partners's Array Digital Infrastructure position peaked at $33.3M in Q2 2024.
137 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q2 2025.

Based on ThornTree Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.