ThornTree Capital Partners as of Sept. 30, 2022
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 17 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 15.1 | $44M | 327k | 135.68 | |
| Netflix (NFLX) | 8.9 | $26M | 111k | 235.44 | |
| MercadoLibre (MELI) | 8.6 | $25M | 30k | 827.78 | |
| XP Cl A (XP) | 7.7 | $23M | 1.2M | 19.01 | |
| Trip Com Group Ads (TCOM) | 6.9 | $20M | 746k | 27.31 | |
| Five9 (FIVN) | 6.8 | $20M | 266k | 74.98 | |
| Penn National Gaming (PENN) | 6.8 | $20M | 724k | 27.51 | |
| Airbnb Com Cl A (ABNB) | 6.1 | $18M | 170k | 105.04 | |
| Williams-Sonoma (WSM) | 6.0 | $18M | 150k | 117.85 | |
| Duolingo Cl A Com (DUOL) | 5.6 | $16M | 172k | 95.23 | |
| On Hldg Namen Akt A (ONON) | 5.0 | $15M | 911k | 16.05 | |
| Smartsheet Com Cl A (SMAR) | 4.0 | $12M | 340k | 34.36 | |
| stock | 3.5 | $10M | 138k | 75.20 | |
| MGM Resorts International. (MGM) | 2.7 | $8.0M | 270k | 29.72 | |
| Affirm Hldgs Com Cl A (AFRM) | 2.7 | $7.8M | 418k | 18.76 | |
| Acv Auctions Com Cl A (ACVA) | 2.2 | $6.6M | 915k | 7.19 | |
| 1stdibs (DIBS) | 1.4 | $4.1M | 656k | 6.29 |
