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  Name: ThornTree Capital Partners LP
  City: BOSTON
  State: MA
  Zip: 02199-8182
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $592,784,000
  Total Value Change : $96,842,000
  Securities Held Change : 0
   
All Securities Held : 20
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 5
  Unchanged Positions : 3
  Decreased Positions : 9

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Holdings Found : 9     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (FB)1 Year Chart         FB Meta Platforms Inc 1 - $478.22 $53,423,000 110,019 9.01% 4,752,000 -27,485 0.005    Internet Service Prov...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 2 - $61.64 $52,199,000 779,213 8.81% -1,302,000 -91,998 0.067    N/A
   (NU)1 Year Chart         NU Nu Holdings Ord Shs Class A 3 - $0.00 $47,037,000 3,942,782 7.93% 11,520,000 -320,946 0.114    N/A
   (FERG)1 Year Chart         FERG Ferguson plc 7 - $208.28 $36,853,000 168,716 6.22% 4,231,000 -251 0.075    N/A
   (INTU)1 Year Chart         INTU Intuit Inc 9 - $606.99 $31,681,000 48,740 5.34% -6,410,000 -12,203 0.019    Application Software
   (MELI)1 Year Chart         MELI Mercadolibre Inc 11 - $1,693.57 $31,326,000 20,719 5.28% -3,605,000 -1,508 0.042    Business Services
   (SGRY)1 Year Chart         SGRY Surgery Partners, Inc. 17 - $25.39 $16,290,000 546,080 2.75% -4,419,000 -101,287 0.402    N/A
   (ONON)1 Year Chart         ONON On Holding AG 18 - $40.23 $15,618,000 441,444 2.63% -2,211,000 -219,616 0.147    N/A
   (ACVA)1 Year Chart         ACVA Acv Auctions Inc. 19 - $0.00 $12,183,000 649,074 2.06% -3,419,000 -380,780 0.484    N/A

      9 Records Found
  1    
Page 1 of 1
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