ThornTree Capital Partners as of Dec. 31, 2020
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 24 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zillow Group Cl C Cap Stk (Z) | 10.5 | $84M | 647k | 129.80 | |
| Paypal Holdings Call Option (PYPL) | 8.2 | $66M | 282k | 234.20 | |
| Facebook Cl A (META) | 6.7 | $54M | 196k | 273.16 | |
| Penn National Gaming (PENN) | 6.3 | $50M | 580k | 86.37 | |
| Smartsheet Com Cl A (SMAR) | 5.7 | $46M | 657k | 69.29 | |
| Stoneco Com Cl A (STNE) | 5.5 | $44M | 521k | 83.92 | |
| XP Cl A (XP) | 5.3 | $42M | 1.1M | 39.67 | |
| Ww Intl (WW) | 4.9 | $40M | 1.6M | 24.40 | |
| Azul S A Sponsr Adr Pfd (AZUL) | 4.9 | $40M | 1.7M | 22.82 | |
| Uber Technologies (UBER) | 4.5 | $36M | 703k | 51.00 | |
| Etsy (ETSY) | 4.2 | $34M | 188k | 177.91 | |
| Twilio Cl A (TWLO) | 4.0 | $32M | 94k | 338.50 | |
| Docusign (DOCU) | 3.7 | $29M | 132k | 222.30 | |
| Booking Holdings (BKNG) | 3.3 | $26M | 12k | 2227.25 | |
| Yandex N V Shs Class A (YNDX) | 3.2 | $26M | 367k | 69.58 | |
| Svmk Inc ordinary shares | 3.1 | $25M | 960k | 25.55 | |
| Five9 (FIVN) | 3.0 | $24M | 139k | 174.40 | |
| Williams-Sonoma (WSM) | 3.0 | $24M | 234k | 101.84 | |
| Cloudflare Cl A Com (NET) | 2.5 | $20M | 261k | 75.99 | |
| Floor & Decor Hldgs Cl A (FND) | 2.5 | $20M | 213k | 92.85 | |
| Liberty Media Corp Del Com C Braves Grp | 2.0 | $16M | 653k | 24.88 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 1.3 | $10M | 162k | 64.15 | |
| Peloton Interactive Cl A Com (PTON) | 1.2 | $9.8M | 64k | 151.73 | |
| Ashford Hospitality Tr Com Shs | 0.8 | $6.2M | 2.4M | 2.59 |
