ThornTree Capital Partners as of June 30, 2022
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 15 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 15.6 | $40M | 247k | 161.25 | |
| Zillow Group Cl C Cap Stk (Z) | 12.8 | $33M | 1.0M | 31.75 | |
| Penn National Gaming (PENN) | 9.1 | $23M | 762k | 30.42 | |
| Williams-Sonoma (WSM) | 7.5 | $19M | 174k | 110.95 | |
| Five9 (FIVN) | 7.3 | $19M | 204k | 91.14 | |
| Smartsheet Com Cl A (SMAR) | 7.1 | $18M | 577k | 31.43 | |
| MercadoLibre (MELI) | 7.0 | $18M | 28k | 636.87 | |
| Duolingo Cl A Com (DUOL) | 6.9 | $18M | 202k | 87.55 | |
| Palantir Technologies Cl A (PLTR) | 6.6 | $17M | 1.9M | 9.07 | |
| Trip Com Group Ads (TCOM) | 6.2 | $16M | 573k | 27.45 | |
| XP Cl A (XP) | 4.5 | $11M | 634k | 17.96 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.1 | $7.9M | 436k | 18.06 | |
| Acv Auctions Com Cl A (ACVA) | 2.3 | $6.0M | 915k | 6.54 | |
| On Hldg Namen Akt A (ONON) | 2.2 | $5.5M | 312k | 17.69 | |
| 1stdibs (DIBS) | 2.0 | $5.0M | 882k | 5.69 |
