ThornTree Capital Partners as of Dec. 31, 2019
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 15 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zillow Group Inc Cl C Cap Stk (Z) | 12.4 | $45M | 985k | 45.94 | |
| 11.2 | $41M | 1.3M | 32.05 | ||
| Ww Intl | 8.4 | $31M | 800k | 38.21 | |
| Azul Sa (AZULQ) | 7.6 | $28M | 646k | 42.80 | |
| Liberty Media Corp Delaware Com C Siriusxm | 7.4 | $27M | 557k | 48.14 | |
| Svmk Inc ordinary shares | 7.3 | $27M | 1.5M | 17.87 | |
| Etsy (ETSY) | 7.2 | $26M | 593k | 44.30 | |
| Docusign (DOCU) | 7.0 | $26M | 346k | 74.11 | |
| Twilio Inc cl a (TWLO) | 6.8 | $25M | 251k | 98.28 | |
| Pinterest Inc Cl A (PINS) | 6.5 | $24M | 1.3M | 18.64 | |
| Smartsheet (SMAR) | 6.1 | $22M | 491k | 44.92 | |
| Paypal Holdings (PYPL) | 5.4 | $20M | 181k | 108.17 | |
| Arco Platform Cl A Ord | 3.8 | $14M | 314k | 44.20 | |
| Uber Technologies (UBER) | 2.6 | $9.6M | 322k | 29.74 | |
| Xp Inc cl a (XP) | 0.3 | $963k | 25k | 38.52 |
