ThornTree Capital Partners as of Dec. 31, 2021
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 23 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 10.0 | $52M | 154k | 336.35 | |
| Smartsheet Com Cl A (SMAR) | 9.2 | $48M | 614k | 77.45 | |
| Penn National Gaming (PENN) | 8.1 | $42M | 812k | 51.85 | |
| Uber Technologies (UBER) | 7.7 | $40M | 952k | 41.93 | |
| Cloudflare Cl A Com (NET) | 6.9 | $36M | 271k | 131.50 | |
| Zillow Group Cl C Cap Stk (Z) | 6.8 | $35M | 553k | 63.85 | |
| Affirm Hldgs Com Cl A (AFRM) | 6.1 | $32M | 316k | 100.56 | |
| Duolingo Cl A Com (DUOL) | 4.6 | $24M | 224k | 106.11 | |
| Ww Intl (WW) | 4.4 | $23M | 1.4M | 16.13 | |
| Williams-Sonoma (WSM) | 4.4 | $23M | 135k | 169.13 | |
| Acv Auctions Com Cl A (ACVA) | 4.3 | $22M | 1.2M | 18.84 | |
| XP Cl A (XP) | 3.5 | $18M | 632k | 28.74 | |
| Twilio Cl A (TWLO) | 3.3 | $17M | 66k | 263.33 | |
| Qualtrics Intl Com Cl A | 3.3 | $17M | 481k | 35.40 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 3.2 | $17M | 471k | 35.37 | |
| Five9 (FIVN) | 3.0 | $16M | 113k | 137.32 | |
| Azul S A Sponsr Adr Pfd (AZUL) | 2.5 | $13M | 973k | 13.20 | |
| 1stdibs (DIBS) | 2.1 | $11M | 882k | 12.51 | |
| Rent The Runway Com Cl A (RENT) | 1.6 | $8.4M | 1.0M | 8.15 | |
| Docusign (DOCU) | 1.4 | $7.4M | 49k | 152.31 | |
| Meli Kaszek Pioneer Corp Class A Ord | 1.3 | $6.9M | 600k | 11.56 | |
| On Hldg Namen Akt A (ONON) | 0.9 | $4.7M | 124k | 37.81 | |
| Arco Platform Com Cl A | 0.9 | $4.7M | 223k | 20.89 |
