ThornTree Capital Partners as of Dec. 31, 2023
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 21 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 10.2 | $62M | 152k | 409.52 | |
| Meta Platforms Cl A (META) | 9.6 | $58M | 165k | 353.96 | |
| Paypal Holdings (PYPL) | 8.8 | $54M | 871k | 61.41 | |
| MercadoLibre (MELI) | 7.7 | $47M | 30k | 1571.54 | |
| Duolingo Cl A Com Put Option (DUOL) | 6.4 | $39M | 171k | 226.85 | |
| Intuit (INTU) | 6.3 | $38M | 61k | 625.03 | |
| Nu Hldgs Ord Shs Cl A (NU) | 5.8 | $36M | 4.3M | 8.33 | |
| Ferguson SHS (FERG) | 5.4 | $33M | 169k | 193.07 | |
| Netflix (NFLX) | 4.7 | $29M | 59k | 486.88 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 4.6 | $28M | 447k | 63.13 | |
| Akamai Technologies (AKAM) | 4.1 | $25M | 209k | 118.35 | |
| Trip Com Group Ads (TCOM) | 3.6 | $22M | 601k | 36.01 | |
| Surgery Partners (SGRY) | 3.4 | $21M | 647k | 31.99 | |
| United States Cellular Corporation (USM) | 3.2 | $20M | 472k | 41.54 | |
| Five9 (FIVN) | 3.2 | $19M | 247k | 78.69 | |
| On Hldg Namen Akt A (ONON) | 2.9 | $18M | 661k | 26.97 | |
| Docusign (DOCU) | 2.7 | $16M | 274k | 59.45 | |
| Acv Auctions Com Cl A (ACVA) | 2.6 | $16M | 1.0M | 15.15 | |
| Travel Leisure Ord (TNL) | 2.4 | $15M | 379k | 39.09 | |
| Brunswick Corporation (BC) | 2.4 | $15M | 150k | 96.75 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.1 | $632k | 17k | 37.39 |
