ThornTree Capital Partners as of Sept. 30, 2018
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 15 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ametek (AME) | 13.3 | $46M | 580k | 79.12 | |
| TransDigm Group Incorporated (TDG) | 10.8 | $37M | 100k | 372.30 | |
| Siteone Landscape Supply (SITE) | 8.6 | $30M | 393k | 75.34 | |
| Metropcs Communications (TMUS) | 8.2 | $28M | 402k | 70.18 | |
| Alibaba Group Holding (BABA) | 8.0 | $28M | 168k | 164.76 | |
| IDEX Corporation (IEX) | 7.2 | $25M | 165k | 150.66 | |
| Booking Holdings (BKNG) | 6.8 | $23M | 12k | 1984.04 | |
| Air Products & Chemicals (APD) | 5.7 | $20M | 118k | 167.05 | |
| Sba Communications Corp (SBAC) | 5.6 | $19M | 120k | 160.63 | |
| Paypal Holdings (PYPL) | 5.5 | $19M | 216k | 87.84 | |
| Delphi Automotive Inc international | 4.8 | $16M | 196k | 83.90 | |
| Etsy (ETSY) | 4.6 | $16M | 312k | 51.38 | |
| Azul Sa (AZULQ) | 4.5 | $15M | 868k | 17.79 | |
| Grupo Televisa (TV) | 4.2 | $15M | 825k | 17.74 | |
| Svmk Inc ordinary shares | 2.3 | $7.8M | 486k | 16.03 |
