ThornTree Capital Partners as of June 30, 2018
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 15 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Media Corp Series C Li | 10.8 | $29M | 788k | 37.13 | |
| TransDigm Group Incorporated (TDG) | 10.0 | $27M | 79k | 345.15 | |
| Ametek (AME) | 9.8 | $27M | 368k | 72.16 | |
| Siteone Landscape Supply (SITE) | 9.4 | $26M | 304k | 83.97 | |
| Booking Holdings (BKNG) | 8.2 | $22M | 11k | 2027.11 | |
| Snap Inc cl a (SNAP) | 6.7 | $18M | 1.4M | 13.09 | |
| Delphi Automotive Inc international | 6.6 | $18M | 196k | 91.63 | |
| Sba Communications Corp (SBAC) | 6.2 | $17M | 101k | 165.12 | |
| Paypal Holdings (PYPL) | 6.1 | $17M | 198k | 83.27 | |
| Comcast Corporation (CMCSA) | 5.9 | $16M | 488k | 32.81 | |
| Activision Blizzard | 5.9 | $16M | 209k | 76.32 | |
| Azul Sa (AZULQ) | 5.2 | $14M | 868k | 16.36 | |
| DISH Network | 3.1 | $8.4M | 250k | 33.61 | |
| Twenty-first Century Fox | 3.0 | $8.2M | 165k | 49.69 | |
| Facebook Inc cl a (META) | 3.0 | $8.0M | 41k | 194.31 |
