ThornTree Capital Partners as of June 30, 2021
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 27 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Penn National Gaming (PENN) | 7.4 | $55M | 714k | 76.49 | |
| Zillow Group Cl C Cap Stk (Z) | 6.4 | $48M | 390k | 122.22 | |
| Facebook Cl A (META) | 6.2 | $46M | 133k | 347.71 | |
| Ww Intl (WW) | 6.1 | $45M | 1.3M | 36.14 | |
| Smartsheet Com Cl A (SMAR) | 6.0 | $45M | 617k | 72.32 | |
| Affirm Hldgs Com Cl A (AFRM) | 5.6 | $42M | 616k | 67.35 | |
| Stoneco Com Cl A (STNE) | 5.4 | $40M | 600k | 67.06 | |
| Dish Network Corporation Cl A | 5.3 | $39M | 938k | 41.80 | |
| XP Cl A (XP) | 5.2 | $39M | 888k | 43.55 | |
| Docusign (DOCU) | 4.9 | $37M | 131k | 279.57 | |
| Williams-Sonoma (WSM) | 4.8 | $35M | 222k | 159.65 | |
| Azul S A Sponsr Adr Pfd (AZUL) | 4.5 | $34M | 1.3M | 26.40 | |
| Qualtrics Intl Com Cl A | 3.9 | $29M | 757k | 38.25 | |
| Cloudflare Cl A Com (NET) | 3.9 | $29M | 271k | 105.84 | |
| Etsy (ETSY) | 3.4 | $25M | 121k | 205.84 | |
| stock Call Option | 3.1 | $23M | 160k | 144.58 | |
| Twilio Cl A (TWLO) | 3.1 | $23M | 59k | 394.15 | |
| Paypal Holdings (PYPL) | 2.6 | $19M | 66k | 291.48 | |
| Five9 (FIVN) | 2.5 | $19M | 101k | 183.39 | |
| Momentive Global | 2.4 | $18M | 846k | 21.07 | |
| 1stdibs (DIBS) | 2.4 | $18M | 503k | 34.81 | |
| Agile Growth Corp Unit 03/09/2026 | 2.0 | $15M | 1.5M | 9.97 | |
| Acv Auctions Com Cl A (ACVA) | 1.5 | $11M | 445k | 25.63 | |
| Tcv Acquisition Corp Cl A Shs | 0.6 | $4.5M | 453k | 9.91 | |
| Legalzoom (LZ) | 0.4 | $2.6M | 70k | 37.86 | |
| Doximity Cl A (DOCS) | 0.2 | $1.5M | 25k | 58.20 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 0.1 | $991k | 36k | 27.72 |
