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| Name: |
ThornTree Capital Partners LP |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02199-8182 |
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data |
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| Holdings
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22 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
META |
Meta Platforms Inc |
1 |
- |
$719.01 |
$43,960,000 |
76,272 |
9.7% |
-8,652,000 |
-13,584 |
0.003 |
Internet Service Prov... |
|
|
VIK |
Viking Holdings Ltd |
2 |
- |
$55.46 |
$38,123,000 |
959,057 |
8.42% |
-4,933,000 |
-18,151 |
0.316 |
N/A |
|
|
KMX |
CarMax Inc |
3 |
- |
$70.61 |
$36,628,000 |
470,068 |
8.09% |
1,016,000 |
34,500 |
0.263 |
Auto Dealerships |
|
|
INTU |
Intuit Inc |
4 |
New |
$780.64 |
$34,717,000 |
56,543 |
7.66% |
34,717,000 |
56,543 |
0.022 |
Application Software |
|
|
CSGP |
CoStar Group Inc |
5 |
- |
$82.12 |
$31,153,000 |
393,198 |
6.88% |
-2,018,000 |
-70,152 |
0.097 |
Business Software & S... |
|
|
AFRM |
Affirm Holdings, Inc. |
6 |
- |
$0.00 |
$29,954,000 |
662,841 |
6.61% |
-11,098,000 |
-11,240 |
0.298 |
N/A |
|
|
NFLX |
Netflix Inc |
7 |
- |
$1,297.18 |
$28,051,000 |
30,081 |
6.19% |
-20,352,000 |
-24,224 |
0.007 |
Music & Video Stores |
|
|
FWONK |
Liberty Media Corporation |
8 |
- |
$0.00 |
$27,488,000 |
305,386 |
6.07% |
-12,583,000 |
-127,061 |
0.147 |
N/A |
|
|
NU |
Nu Holdings Ord Shs Class A |
9 |
- |
$0.00 |
$26,831,000 |
2,620,248 |
5.92% |
-9,408,000 |
-877,712 |
0.076 |
N/A |
|
|
CIEN |
Ciena Corp |
10 |
- |
$81.38 |
$26,196,000 |
433,489 |
5.78% |
-25,707,000 |
-178,503 |
0.281 |
Systems, Products & D... |
|
|
CFLT |
Confluent, Inc. |
11 |
New |
$26.30 |
$24,831,000 |
1,059,340 |
5.48% |
24,831,000 |
1,059,340 |
0.328 |
N/A |
|
|
MELI |
Mercadolibre Inc |
12 |
- |
$2,514.05 |
$20,761,000 |
10,642 |
4.58% |
-11,136,000 |
-8,116 |
0.021 |
Business Services |
|
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ONON |
On Holding AG |
13 |
- |
$54.31 |
$19,776,000 |
450,282 |
4.37% |
-12,219,000 |
-133,880 |
0.15 |
N/A |
|
|
WBD |
Warner Bros Discovery Ord S... |
14 |
- |
$11.22 |
$19,236,000 |
1,792,720 |
4.25% |
-2,730,000 |
-285,445 |
0.074 |
Broadcasting - TV |
|
|
USM |
United States Cellular Corp |
15 |
- |
$64.03 |
$13,855,000 |
200,366 |
3.06% |
-8,218,000 |
-151,557 |
0.378 |
Wireless Communications |
|
|
RL |
Ralph Lauren Corporation |
16 |
New |
$279.81 |
$12,959,000 |
58,706 |
2.86% |
12,959,000 |
58,706 |
0.114 |
Textile - Apparel Clo... |
|
|
FERG |
Ferguson plc |
17 |
- |
$223.32 |
$11,964,000 |
74,667 |
2.64% |
-15,583,000 |
-84,044 |
0.037 |
N/A |
|
|
BOOT |
Boot Barn Holdings, Inc. |
18 |
- |
$164.93 |
$5,372,000 |
50,000 |
1.19% |
-2,219,000 |
0 |
0.122 |
N/A |
|
|
LLYVK |
Liberty Media Corporation |
19 |
- |
$74.10 |
$1,151,000 |
16,891 |
0.25% |
1,000 |
0 |
0.011 |
Entertainment - Diver... |
|
|
DUOL |
Duolingo, Inc. |
21 |
Closed |
$391.86 |
$0 |
0 |
0% |
-27,732,000 |
-85,532 |
0 |
N/A |
|
|
BIRK |
Birkenstock Holding |
20 |
Closed |
$0.00 |
$0 |
0 |
0% |
-19,506,000 |
-344,257 |
0 |
N/A |
|
|
ACVA |
Acv Auctions Inc. |
22 |
Closed |
$0.00 |
$0 |
0 |
0% |
-22,480,000 |
-1,040,719 |
0 |
N/A |
|
