ThornTree Capital Partners as of Sept. 30, 2023
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 18 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| stock | 10.7 | $41M | 279k | 146.25 | |
| Meta Platforms Cl A (META) | 10.5 | $40M | 134k | 300.21 | |
| Ferguson SHS (FERG) | 9.1 | $35M | 211k | 164.47 | |
| Nu Hldgs Ord Shs Cl A (NU) | 8.3 | $32M | 4.4M | 7.25 | |
| Paypal Holdings (PYPL) | 7.2 | $28M | 472k | 58.46 | |
| Intuit (INTU) | 7.2 | $27M | 54k | 510.94 | |
| MercadoLibre (MELI) | 6.5 | $25M | 20k | 1267.88 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 6.4 | $25M | 395k | 62.30 | |
| Trip Com Group Ads (TCOM) | 5.3 | $20M | 577k | 34.97 | |
| Acv Auctions Com Cl A (ACVA) | 4.4 | $17M | 1.1M | 15.18 | |
| United States Cellular Corporation (USM) | 4.0 | $15M | 359k | 42.97 | |
| Duolingo Cl A Com (DUOL) | 4.0 | $15M | 92k | 165.87 | |
| Netflix (NFLX) | 3.9 | $15M | 39k | 377.60 | |
| Brunswick Corporation (BC) | 3.5 | $14M | 171k | 79.00 | |
| On Hldg Namen Akt A (ONON) | 3.4 | $13M | 468k | 27.82 | |
| Six Flags Entertainment (SIX) | 2.8 | $11M | 455k | 23.51 | |
| Bright Horizons Fam Sol In D (BFAM) | 2.7 | $10M | 126k | 81.46 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.1 | $542k | 17k | 32.10 |
