🌳 Treehouse Wrapped 2025 2025 wasn’t about chasing the momentum. It was about building infrastructure that holds up after launch. Here’s a look back at the milestones that shaped the year. 🧵👇

The joy of cycling. There’s a treehouse and lots of little animals at my friend’s farm! A happy family! #CyclingLife# #FarmVibes# #Treehouse# #FamilyMoments# #NatureEscape#

Ryan Carson taught a million people to code at Treehouse. Now he runs an AI company alone, with a fleet of agents. His take: all technology is almost going to be worth zero. What's left is product market fit and distribution. @ryancarson on The Index with @afkehaya 🧠

JANA PARTNERS JUST DOUBLED THEIR FISERV POSITION AND FULLY EXITED TREEHOUSE FOODS Here are their updated largest holdings and every move they made in Q1 2026, as per @ralliesai Top 10 holdings: 🥇 Mercury Systems $MRCY: $299M 🥈 The Cooper Companies $COO: $255M 🥉 Fiserv $FISV: $247M (+98% shares) 4. SPDR S&P 500 ETF $SPY: $223M 5. Lamb Weston $LW: $212M 6. Markel Group $MKL: $144M 7. Alkami Technology $ALKT: $85M 8. Six Flags Entertainment $FUN: $73M 9. Rapid7 $RPD: $37M 10. Enhabit $EHAB: $29M Biggest adds: - Fiserv $FISV: +98% shares - Alkami Technology $ALKT: +11% Biggest trims: - Mercury Systems $MRCY: -17% - SPDR S&P 500 ETF $SPY: -12% - Markel Group $MKL: -7% Full exits: - TreeHouse Foods $THS: $137M - Freshpet $FRPT: $34M The story: JANA nearly doubled Fiserv and closed out their long-running TreeHouse Foods position.

Join us on June 9 at 7am PT for a #NintendoDirect# followed by Nintendo Treehouse: Live! The Nintendo Direct will be roughly 50 minutes and Nintendo Treehouse: Live will be 95 minutes. Watch here:

We've had a couple of tickets come back for Danny Baker – The Treehouse this Sunday 3 May, and we don't expect them to hang around for long. Head to the link to book before they're gone!