ThornTree Capital Partners as of Sept. 30, 2019
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 14 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Docusign (DOCU) | 12.0 | $39M | 635k | 61.92 | |
| Etsy (ETSY) | 10.2 | $33M | 590k | 56.50 | |
| Square Inc cl a (XYZ) | 10.1 | $33M | 531k | 61.95 | |
| Twilio Inc cl a (TWLO) | 9.7 | $32M | 287k | 109.96 | |
| Pinterest Inc Cl A (PINS) | 9.4 | $31M | 1.2M | 26.45 | |
| Svmk Inc ordinary shares | 9.0 | $29M | 1.7M | 17.10 | |
| Smartsheet (SMAR) | 8.5 | $28M | 768k | 36.03 | |
| 8.1 | $26M | 640k | 41.20 | ||
| Zillow Group Inc Cl C Cap Stk (Z) | 6.4 | $21M | 702k | 29.82 | |
| Azul Sa (AZULQ) | 5.4 | $18M | 491k | 35.82 | |
| Arco Platform Cl A Ord | 4.6 | $15M | 299k | 50.69 | |
| Paypal Holdings (PYPL) | 4.0 | $13M | 127k | 103.59 | |
| Zendesk | 2.0 | $6.6M | 90k | 72.88 | |
| Realreal (REAL) | 0.7 | $2.2M | 100k | 22.36 |
