ThornTree Capital Partners as of Dec. 31, 2022
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 17 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 17.4 | $53M | 440k | 120.34 | |
| stock | 8.0 | $25M | 284k | 86.09 | |
| Airbnb Com Cl A (ABNB) | 7.4 | $23M | 264k | 85.50 | |
| Take-Two Interactive Software (TTWO) | 7.0 | $21M | 206k | 104.13 | |
| Amazon (AMZN) | 6.8 | $21M | 248k | 84.00 | |
| Trip Com Group Ads (TCOM) | 6.3 | $19M | 554k | 34.40 | |
| Penn National Gaming (PENN) | 6.1 | $19M | 621k | 29.70 | |
| On Hldg Namen Akt A (ONON) | 6.0 | $18M | 1.1M | 17.16 | |
| Netflix (NFLX) | 5.9 | $18M | 61k | 294.88 | |
| XP Cl A (XP) | 5.2 | $16M | 1.0M | 15.34 | |
| MercadoLibre (MELI) | 5.2 | $16M | 19k | 846.24 | |
| Rogers Communications CL B (RCI) | 5.2 | $16M | 335k | 46.84 | |
| Intuit (INTU) | 3.3 | $9.9M | 26k | 389.22 | |
| Acv Auctions Com Cl A (ACVA) | 3.0 | $9.2M | 1.1M | 8.21 | |
| Duolingo Cl A Com (DUOL) | 3.0 | $9.1M | 128k | 71.13 | |
| Five9 (FIVN) | 2.3 | $7.0M | 103k | 67.86 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.8 | $5.4M | 86k | 63.10 |
