ThornTree Capital Partners as of June 30, 2020
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 25 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ww Intl (WW) | 7.3 | $47M | 1.8M | 25.38 | |
| Zillow Group Cl C Cap Stk (Z) | 6.9 | $44M | 754k | 57.61 | |
| Penn National Gaming (PENN) | 6.2 | $40M | 1.3M | 30.54 | |
| Paypal Holdings (PYPL) | 5.8 | $37M | 211k | 174.23 | |
| Smartsheet Com Cl A (SMAR) | 5.7 | $36M | 705k | 50.92 | |
| Cloudflare Cl A Com (NET) | 5.2 | $33M | 917k | 35.95 | |
| Docusign (DOCU) | 4.9 | $31M | 181k | 172.21 | |
| Svmk Inc ordinary shares | 4.7 | $30M | 1.3M | 23.54 | |
| 4.7 | $30M | 994k | 29.79 | ||
| Dish Network Corporation Cl A | 4.4 | $28M | 803k | 34.51 | |
| stock | 4.3 | $27M | 138k | 198.70 | |
| Azul S A Sponsr Adr Pfd (AZUL) | 4.1 | $26M | 2.3M | 11.18 | |
| Twilio Cl A (TWLO) | 4.0 | $26M | 117k | 219.42 | |
| Amazon (AMZN) | 4.0 | $25M | 9.1k | 2758.81 | |
| Stoneco Com Cl A (STNE) | 3.8 | $24M | 625k | 38.76 | |
| Facebook Cl A (META) | 3.7 | $23M | 103k | 227.07 | |
| Liberty Media Corp Del Com A Siriusxm | 3.4 | $22M | 630k | 34.52 | |
| Liberty Media Corp Del Com C Braves Grp | 3.2 | $20M | 1.0M | 19.74 | |
| Booking Holdings (BKNG) | 3.2 | $20M | 13k | 1592.33 | |
| Vapotherm | 2.9 | $18M | 442k | 40.99 | |
| Peloton Interactive Cl A Com (PTON) | 2.2 | $14M | 238k | 57.77 | |
| XP Cl A (XP) | 2.1 | $13M | 311k | 42.01 | |
| Arco Platform Com Cl A | 1.7 | $11M | 252k | 43.48 | |
| Liberty Media Corp Del Com C Siriusxm | 1.0 | $6.0M | 175k | 34.45 | |
| Outfront Media (OUT) | 0.6 | $4.1M | 288k | 14.17 |
