ThornTree Capital Partners as of March 31, 2019
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 17 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Svmk Inc ordinary shares | 10.2 | $36M | 2.0M | 18.21 | |
| 9.9 | $35M | 1.1M | 32.88 | ||
| Twilio Inc cl a (TWLO) | 9.6 | $33M | 258k | 129.18 | |
| Paypal Holdings (PYPL) | 9.0 | $31M | 303k | 103.84 | |
| Amazon (AMZN) | 6.9 | $24M | 14k | 1780.76 | |
| Etsy (ETSY) | 6.8 | $24M | 350k | 67.22 | |
| Docusign (DOCU) | 6.0 | $21M | 404k | 51.84 | |
| Vail Resorts (MTN) | 6.0 | $21M | 96k | 217.30 | |
| Metropcs Communications (TMUS) | 5.7 | $20M | 288k | 69.10 | |
| Wynn Resorts (WYNN) | 5.1 | $18M | 148k | 119.32 | |
| Azul Sa (AZULQ) | 5.0 | $18M | 602k | 29.21 | |
| Waitr Hldgs | 5.0 | $17M | 1.4M | 12.29 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 4.8 | $17M | 481k | 34.74 | |
| Eventbrite (EB) | 4.1 | $14M | 739k | 19.17 | |
| Smartsheet (SMAR) | 3.1 | $11M | 264k | 40.79 | |
| Mimecast | 1.4 | $4.9M | 104k | 47.35 | |
| Bandwidth (BAND) | 1.4 | $4.7M | 70k | 66.96 |
