ThornTree Capital Partners as of Dec. 31, 2018
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 14 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 12.5 | $40M | 1.4M | 28.74 | ||
| Metropcs Communications (TMUS) | 11.4 | $36M | 573k | 63.61 | |
| Paypal Holdings (PYPL) | 9.4 | $30M | 357k | 84.09 | |
| Twilio Inc cl a (TWLO) | 8.4 | $27M | 300k | 89.30 | |
| Wynn Resorts (WYNN) | 8.0 | $25M | 257k | 98.91 | |
| Svmk Inc ordinary shares | 7.8 | $25M | 2.0M | 12.27 | |
| Azul Sa (AZULQ) | 6.6 | $21M | 757k | 27.69 | |
| Docusign (DOCU) | 6.5 | $21M | 514k | 40.08 | |
| Etsy (ETSY) | 6.2 | $20M | 417k | 47.57 | |
| Amazon (AMZN) | 5.8 | $19M | 12k | 1501.99 | |
| Waitr Hldgs | 5.4 | $17M | 1.5M | 11.15 | |
| TransDigm Group Incorporated (TDG) | 5.0 | $16M | 47k | 340.06 | |
| Alibaba Group Holding (BABA) | 3.5 | $11M | 82k | 137.07 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 3.4 | $11M | 1.2M | 8.87 |
