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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 |
|
PYPL |
Paypal Holdings, Inc. |
1 |
- |
$65.96 |
$53,501,000 |
871,211 |
10.79% |
25,908,000 |
399,205 |
0.074 |
N/A |
|
|
FB |
Meta Platforms Inc |
2 |
- |
$443.29 |
$48,671,000 |
137,504 |
9.81% |
8,455,000 |
3,546 |
0.006 |
Internet Service Prov... |
|
|
INTU |
Intuit Inc |
3 |
- |
$636.55 |
$38,091,000 |
60,943 |
7.68% |
10,745,000 |
7,422 |
0.023 |
Application Software |
|
|
NU |
Nu Holdings Ord Shs Class A |
4 |
- |
$0.00 |
$35,517,000 |
4,263,728 |
7.16% |
3,844,000 |
-104,975 |
0.123 |
N/A |
|
|
MELI |
Mercadolibre Inc |
5 |
- |
$1,406.00 |
$34,931,000 |
22,227 |
7.04% |
10,230,000 |
2,745 |
0.045 |
Business Services |
|
|
FERG |
Ferguson plc |
6 |
- |
$213.33 |
$32,622,000 |
168,967 |
6.58% |
-2,059,000 |
-41,899 |
0.075 |
N/A |
|
|
FWONK |
Liberty Media Corporation |
7 |
- |
$0.00 |
$28,231,000 |
447,186 |
5.69% |
3,643,000 |
52,523 |
0.215 |
N/A |
|
|
AKAM |
Akamai Technologies Inc |
8 |
New |
$101.68 |
$24,765,000 |
209,248 |
4.99% |
24,765,000 |
209,248 |
0.129 |
Internet Software & S... |
|
|
TCOM |
Trip.com Group Ltd |
9 |
- |
$50.60 |
$21,631,000 |
600,695 |
4.36% |
1,471,000 |
24,194 |
0.101 |
Gambling/Resorts |
|
|
SGRY |
Surgery Partners, Inc. |
10 |
New |
$24.55 |
$20,709,000 |
647,367 |
4.18% |
20,709,000 |
647,367 |
0.477 |
N/A |
|
|
USM |
United States Cellular Corp |
11 |
- |
$36.78 |
$19,615,000 |
472,202 |
3.96% |
4,176,000 |
112,912 |
0.89 |
Wireless Communications |
|
|
FIVN |
Five9, Inc. |
12 |
New |
$58.98 |
$19,424,000 |
246,839 |
3.92% |
19,424,000 |
246,839 |
0.331 |
N/A |
|
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DUOL |
Duolingo, Inc. |
13 |
- |
$222.66 |
$19,403,000 |
85,532 |
3.91% |
4,093,000 |
-6,770 |
0.282 |
N/A |
|
|
NFLX |
Netflix Inc |
14 |
- |
$561.23 |
$19,151,000 |
39,334 |
3.86% |
4,298,000 |
0 |
0.009 |
Music & Video Stores |
|
|
ONON |
On Holding AG |
15 |
- |
$32.79 |
$17,829,000 |
661,060 |
3.59% |
4,821,000 |
193,499 |
0.22 |
N/A |
|
|
DOCU |
Docusign Inc |
16 |
New |
$57.20 |
$16,278,000 |
273,808 |
3.28% |
16,278,000 |
273,808 |
0.148 |
N/A |
|
|
ACVA |
Acv Auctions Inc. |
17 |
- |
$0.00 |
$15,602,000 |
1,029,854 |
3.15% |
-1,328,000 |
-85,419 |
0.768 |
N/A |
|
|
TNL |
Travel & Leisure Co |
18 |
New |
$45.81 |
$14,832,000 |
379,428 |
2.99% |
14,832,000 |
379,428 |
0.442 |
Lodging |
|
|
BC |
Brunswick Corp |
19 |
- |
$81.08 |
$14,507,000 |
149,941 |
2.93% |
996,000 |
-21,080 |
0.191 |
Sporting Goods |
|
|
LLYVK |
Liberty Media Corporation |
20 |
- |
$74.10 |
$632,000 |
16,891 |
0.13% |
90,000 |
0 |
0.011 |
Entertainment - Diver... |
|
|
BFAM |
Bright Horizons Family Solu... |
23 |
Closed |
$106.68 |
$0 |
0 |
0% |
-10,251,000 |
-125,841 |
0 |
Personal Services |
|
|
SPLK |
Splunk Inc |
21 |
Closed |
$156.90 |
$0 |
0 |
0% |
-40,833,000 |
-279,202 |
0 |
Application Software |
|
|
SIX |
Six Flags Inc |
22 |
Closed |
$23.73 |
$0 |
0 |
0% |
-10,703,000 |
-455,257 |
0 |
Sporting and Park Ent... |
|
