ThornTree Capital Partners as of March 31, 2023
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 18 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 14.4 | $58M | 274k | 211.94 | |
| On Hldg Namen Akt A (ONON) | 8.3 | $33M | 1.1M | 31.03 | |
| Paypal Holdings (PYPL) | 7.2 | $29M | 379k | 75.94 | |
| MercadoLibre (MELI) | 6.8 | $27M | 21k | 1318.06 | |
| Take-Two Interactive Software (TTWO) | 6.1 | $25M | 206k | 119.30 | |
| Netflix (NFLX) | 5.9 | $24M | 69k | 345.48 | |
| stock | 5.8 | $23M | 245k | 95.88 | |
| Six Flags Entertainment (SIX) | 5.8 | $23M | 869k | 26.71 | |
| Liberty Media Corp Del Com Ser C Frmla | 5.6 | $23M | 301k | 74.83 | |
| Analog Devices (ADI) | 5.3 | $21M | 108k | 197.22 | |
| Trip Com Group Ads (TCOM) | 5.1 | $21M | 544k | 37.67 | |
| Intuit (INTU) | 4.5 | $18M | 41k | 445.83 | |
| Duolingo Cl A Com (DUOL) | 4.1 | $17M | 117k | 142.59 | |
| Nu Hldgs Ord Shs Cl A (NU) | 3.8 | $15M | 3.2M | 4.76 | |
| Canada Goose Hldgs Shs Sub Vtg (GOOS) | 3.3 | $13M | 687k | 19.25 | |
| Acv Auctions Com Cl A (ACVA) | 3.2 | $13M | 987k | 12.91 | |
| Rapid7 (RPD) | 2.7 | $11M | 239k | 45.91 | |
| Bright Horizons Fam Sol In D (BFAM) | 2.2 | $8.7M | 113k | 76.99 |
