ThornTree Capital Partners as of March 31, 2018
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 17 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Siteone Landscape Supply (SITE) | 8.7 | $25M | 321k | 77.04 | |
| Azul Sa (AZULQ) | 8.6 | $25M | 707k | 34.75 | |
| TransDigm Group Incorporated (TDG) | 7.9 | $22M | 73k | 306.95 | |
| Snap Inc cl a (SNAP) | 7.7 | $22M | 1.4M | 15.87 | |
| DISH Network | 7.5 | $21M | 564k | 37.89 | |
| Paypal Holdings (PYPL) | 6.5 | $19M | 246k | 75.87 | |
| Liberty Media Corp Series C Li | 6.5 | $19M | 604k | 30.85 | |
| Booking Holdings (BKNG) | 5.9 | $17M | 8.1k | 2080.44 | |
| Sba Communications Corp (SBAC) | 5.8 | $17M | 97k | 170.92 | |
| Yandex Nv-a (NBIS) | 5.5 | $16M | 401k | 39.45 | |
| Liberty Media Corp Del Com Ser | 5.2 | $15M | 505k | 29.29 | |
| ViaSat (VSAT) | 4.8 | $14M | 209k | 65.72 | |
| Ametek (AME) | 4.8 | $14M | 180k | 75.97 | |
| Central Puerto Ord (CEPU) | 4.5 | $13M | 750k | 17.00 | |
| Delphi Automotive Inc international | 3.9 | $11M | 131k | 84.97 | |
| Acxiom Corporation | 3.2 | $9.2M | 406k | 22.71 | |
| Liberty Media Corp Delaware Com A Braves Grp | 2.8 | $8.0M | 350k | 22.73 |
