ThornTree Capital Partners as of Sept. 30, 2020
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 27 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zillow Group Cl C Cap Stk (Z) | 9.9 | $70M | 684k | 101.59 | |
| Penn National Gaming (PENN) | 7.6 | $54M | 740k | 72.70 | |
| Stoneco Com Cl A (STNE) | 6.2 | $44M | 827k | 52.89 | |
| Yandex N V Shs Class A (YNDX) | 6.1 | $43M | 657k | 65.25 | |
| Facebook Cl A (META) | 5.6 | $40M | 151k | 261.90 | |
| Etsy (ETSY) | 5.5 | $39M | 317k | 121.63 | |
| Ww Intl (WW) | 4.6 | $33M | 1.7M | 18.87 | |
| Paypal Holdings (PYPL) | 4.5 | $32M | 160k | 197.03 | |
| Docusign (DOCU) | 4.4 | $31M | 145k | 215.24 | |
| stock | 4.2 | $29M | 157k | 188.13 | |
| Booking Holdings (BKNG) | 4.0 | $28M | 16k | 1710.65 | |
| Smartsheet Com Cl A (SMAR) | 3.9 | $28M | 560k | 49.42 | |
| Five9 (FIVN) | 3.7 | $26M | 202k | 129.68 | |
| Twilio Cl A (TWLO) | 3.7 | $26M | 105k | 247.09 | |
| Azul S A Sponsr Adr Pfd (AZUL) | 3.7 | $26M | 2.0M | 13.16 | |
| Svmk Inc ordinary shares | 3.0 | $21M | 960k | 22.11 | |
| Palantir Technologies Cl A (PLTR) | 2.7 | $19M | 2.0M | 9.50 | |
| Cloudflare Cl A Com (NET) | 2.4 | $17M | 418k | 41.06 | |
| Dish Network Corporation Cl A | 2.3 | $16M | 549k | 29.03 | |
| Liberty Media Corp Del Com A Siriusxm | 2.3 | $16M | 480k | 33.17 | |
| Vapotherm | 2.1 | $15M | 522k | 29.00 | |
| Peloton Interactive Cl A Com (PTON) | 1.8 | $13M | 130k | 99.24 | |
| Liberty Media Corp Del Com C Braves Grp | 1.6 | $11M | 544k | 21.01 | |
| XP Cl A (XP) | 1.4 | $10M | 242k | 41.69 | |
| Arco Platform Com Cl A | 1.3 | $9.0M | 220k | 40.84 | |
| Unity Software (U) | 0.9 | $6.5M | 75k | 87.28 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 0.7 | $5.1M | 62k | 83.31 |
