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| Name: |
ThornTree Capital Partners LP |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02199-8182 |
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| Holdings
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23 |
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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 |
Meta Platforms Inc |
1 |
- |
$467.78 |
$53,423,000 |
110,019 |
9.01% |
4,752,000 |
-27,485 |
0.005 |
Internet Service Prov... |
|
|
PYPL |
Paypal Holdings, Inc. |
2 |
- |
$62.19 |
$52,199,000 |
779,213 |
8.81% |
-1,302,000 |
-91,998 |
0.067 |
N/A |
|
|
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 |
|
|
NFLX |
Netflix Inc |
4 |
- |
$640.47 |
$44,694,000 |
73,591 |
7.54% |
25,543,000 |
34,257 |
0.017 |
Music & Video Stores |
|
|
DOCU |
Docusign Inc |
5 |
- |
$58.04 |
$39,767,000 |
667,789 |
6.71% |
23,489,000 |
393,981 |
0.361 |
N/A |
|
|
TCOM |
Trip.com Group Ltd |
6 |
- |
$54.50 |
$37,862,000 |
862,646 |
6.39% |
16,231,000 |
261,951 |
0.145 |
Gambling/Resorts |
|
|
FERG |
Ferguson plc |
7 |
- |
$210.14 |
$36,853,000 |
168,716 |
6.22% |
4,231,000 |
-251 |
0.075 |
N/A |
|
|
BOOT |
Boot Barn Holdings, Inc. |
8 |
New |
$110.28 |
$34,744,000 |
365,147 |
5.86% |
34,744,000 |
365,147 |
0.892 |
N/A |
|
|
INTU |
Intuit Inc |
9 |
- |
$670.27 |
$31,681,000 |
48,740 |
5.34% |
-6,410,000 |
-12,203 |
0.019 |
Application Software |
|
|
FWONK |
Liberty Media Corporation |
10 |
- |
$0.00 |
$31,593,000 |
481,601 |
5.33% |
3,362,000 |
34,415 |
0.231 |
N/A |
|
|
MELI |
Mercadolibre Inc |
11 |
- |
$1,736.78 |
$31,326,000 |
20,719 |
5.28% |
-3,605,000 |
-1,508 |
0.042 |
Business Services |
|
|
AMZN |
Amazon.com Inc |
12 |
New |
$183.13 |
$27,885,000 |
154,590 |
4.7% |
27,885,000 |
154,590 |
0.002 |
Internet Software & S... |
|
|
PSTG |
Pure Storage, Inc. |
13 |
New |
$60.31 |
$22,242,000 |
427,806 |
3.75% |
22,242,000 |
427,806 |
0.16 |
N/A |
|
|
USM |
United States Cellular Corp |
14 |
- |
$43.68 |
$19,203,000 |
526,102 |
3.24% |
-412,000 |
53,900 |
0.992 |
Wireless Communications |
|
|
DUOL |
Duolingo, Inc. |
15 |
- |
$176.76 |
$18,867,000 |
85,532 |
3.18% |
-536,000 |
0 |
0.239 |
N/A |
|
|
TNL |
Travel & Leisure Co |
16 |
- |
$44.20 |
$18,577,000 |
379,428 |
3.13% |
3,745,000 |
0 |
0.442 |
Lodging |
|
|
SGRY |
Surgery Partners, Inc. |
17 |
- |
$25.19 |
$16,290,000 |
546,080 |
2.75% |
-4,419,000 |
-101,287 |
0.402 |
N/A |
|
|
ONON |
On Holding AG |
18 |
- |
$37.59 |
$15,618,000 |
441,444 |
2.63% |
-2,211,000 |
-219,616 |
0.147 |
N/A |
|
|
ACVA |
Acv Auctions Inc. |
19 |
- |
$0.00 |
$12,183,000 |
649,074 |
2.06% |
-3,419,000 |
-380,780 |
0.484 |
N/A |
|
|
LLYVK |
Liberty Media Corporation |
20 |
- |
$74.10 |
$740,000 |
16,891 |
0.12% |
108,000 |
0 |
0.011 |
Entertainment - Diver... |
|
|
AKAM |
Akamai Technologies Inc |
23 |
Closed |
$95.29 |
$0 |
0 |
0% |
-24,765,000 |
-209,248 |
0 |
Internet Software & S... |
|
|
FIVN |
Five9, Inc. |
22 |
Closed |
$52.24 |
$0 |
0 |
0% |
-19,424,000 |
-246,839 |
0 |
N/A |
|
|
BC |
Brunswick Corp |
21 |
Closed |
$80.92 |
$0 |
0 |
0% |
-14,507,000 |
-149,941 |
0 |
Sporting Goods |
|
