ThornTree Capital Partners as of June 30, 2023
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 18 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 14.6 | $61M | 214k | 286.98 | |
| Nu Hldgs Ord Shs Cl A (NU) | 9.0 | $38M | 4.8M | 7.89 | |
| Paypal Holdings (PYPL) | 8.1 | $34M | 510k | 66.73 | |
| Liberty Media Corp Del Com Ser C Frmla | 7.1 | $30M | 395k | 75.28 | |
| stock | 6.8 | $29M | 270k | 106.09 | |
| Trip Com Group Ads (TCOM) | 6.6 | $28M | 799k | 35.00 | |
| Intuit (INTU) | 5.8 | $25M | 54k | 458.19 | |
| Netflix (NFLX) | 5.7 | $24M | 54k | 440.49 | |
| Ferguson SHS (FERG) | 4.9 | $20M | 130k | 157.31 | |
| Six Flags Entertainment (SIX) | 4.6 | $20M | 749k | 25.98 | |
| MercadoLibre (MELI) | 4.2 | $18M | 15k | 1184.60 | |
| Academy Sports & Outdoor (ASO) | 4.2 | $18M | 329k | 54.05 | |
| Brunswick Corporation (BC) | 3.5 | $15M | 171k | 86.64 | |
| Acv Auctions Com Cl A (ACVA) | 3.4 | $14M | 831k | 17.27 | |
| On Hldg Namen Akt A (ONON) | 3.4 | $14M | 430k | 33.00 | |
| Bright Horizons Fam Sol In D (BFAM) | 3.3 | $14M | 152k | 92.45 | |
| Duolingo Cl A Com (DUOL) | 3.1 | $13M | 92k | 142.94 | |
| Funko Com Cl A (FNKO) | 1.6 | $6.8M | 625k | 10.82 |
