ThornTree Capital Partners as of March 31, 2021
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 28 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Affirm Hldgs Com Cl A (AFRM) | 10.6 | $82M | 1.2M | 70.72 | |
| Zillow Group Cl C Cap Stk (Z) | 8.3 | $65M | 499k | 129.64 | |
| Smartsheet Com Cl A (SMAR) | 6.5 | $50M | 783k | 63.92 | |
| Williams-Sonoma (WSM) | 6.3 | $49M | 272k | 179.20 | |
| Facebook Cl A (META) | 5.9 | $46M | 155k | 294.53 | |
| Penn National Gaming (PENN) | 5.8 | $45M | 432k | 104.84 | |
| Dish Network Corporation Cl A | 5.6 | $43M | 1.2M | 36.20 | |
| XP Cl A (XP) | 4.5 | $35M | 929k | 37.67 | |
| Ww Intl (WW) | 4.4 | $34M | 1.1M | 31.28 | |
| Stoneco Com Cl A (STNE) | 4.3 | $34M | 550k | 61.22 | |
| stock | 4.3 | $33M | 246k | 135.48 | |
| Paypal Holdings (PYPL) | 3.8 | $29M | 121k | 242.84 | |
| Twilio Cl A (TWLO) | 3.4 | $27M | 78k | 340.76 | |
| Uber Technologies (UBER) | 3.3 | $26M | 470k | 54.51 | |
| Docusign (DOCU) | 3.0 | $24M | 116k | 202.45 | |
| Etsy (ETSY) | 3.0 | $23M | 116k | 201.67 | |
| Azul S A Sponsr Adr Pfd (AZUL) | 3.0 | $23M | 1.2M | 20.19 | |
| Cloudflare Cl A Com (NET) | 2.6 | $20M | 285k | 70.26 | |
| Svmk Inc ordinary shares | 2.0 | $16M | 844k | 18.32 | |
| Agile Growth Corp Unit 03/09/2026 | 1.9 | $15M | 1.5M | 9.93 | |
| Liberty Media Corp Del Com C Braves Grp | 1.4 | $11M | 380k | 27.82 | |
| Qualtrics Intl Com Cl A | 1.2 | $9.4M | 286k | 32.91 | |
| Palantir Technologies Cl A (PLTR) | 1.2 | $9.3M | 399k | 23.29 | |
| Goodrx Hldgs Com Cl A (GDRX) | 1.1 | $8.9M | 228k | 39.02 | |
| Acv Auctions Com Cl A (ACVA) | 1.1 | $8.7M | 250k | 34.61 | |
| Unity Software (U) | 0.8 | $6.2M | 62k | 100.31 | |
| Olo Cl A (OLO) | 0.4 | $3.5M | 131k | 26.39 | |
| Coursera (COUR) | 0.1 | $900k | 20k | 45.00 |
