ThornTree Capital Partners as of June 30, 2019
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 15 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 8.8 | $28M | 244k | 114.46 | |
| Twilio Cl A (TWLO) | 8.6 | $27M | 201k | 136.35 | |
| Svmk Inc ordinary shares | 8.6 | $27M | 1.6M | 16.51 | |
| Metropcs Communications (TMUS) | 8.1 | $26M | 348k | 74.14 | |
| Amazon (AMZN) | 8.1 | $26M | 14k | 1893.64 | |
| Docusign (DOCU) | 8.0 | $25M | 512k | 49.71 | |
| Zillow Group Cl C Cap Stk (Z) | 8.0 | $25M | 548k | 46.39 | |
| 7.7 | $24M | 697k | 34.90 | ||
| Etsy (ETSY) | 6.8 | $21M | 350k | 61.37 | |
| Azul S A Sponsr Adr Pfd (AZULQ) | 6.5 | $21M | 618k | 33.44 | |
| Smartsheet Com Cl A (SMAR) | 6.3 | $20M | 410k | 48.40 | |
| Eventbrite Com Cl A (EB) | 4.4 | $14M | 860k | 16.20 | |
| Waitr Hldgs | 4.0 | $13M | 2.0M | 6.29 | |
| Pinterest Cl A (PINS) | 3.6 | $11M | 416k | 27.22 | |
| Arco Platform Com Cl A | 2.6 | $8.1M | 185k | 43.78 |
