ThornTree Capital Partners as of March 31, 2020
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 21 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ww Intl | 10.1 | $36M | 2.1M | 16.91 | |
| Uber Technologies (UBER) | 9.1 | $33M | 1.2M | 27.92 | |
| Network Associates Inc cl a (NET) | 7.9 | $29M | 1.2M | 23.48 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 7.5 | $27M | 747k | 36.02 | |
| Svmk Inc ordinary shares | 7.1 | $26M | 1.9M | 13.51 | |
| Smartsheet (SMAR) | 6.2 | $23M | 541k | 41.51 | |
| Azul Sa (AZULQ) | 5.7 | $21M | 2.0M | 10.19 | |
| 5.7 | $20M | 833k | 24.56 | ||
| Docusign (DOCU) | 5.4 | $19M | 210k | 92.40 | |
| Paypal Holdings (PYPL) | 5.3 | $19M | 200k | 95.74 | |
| Twilio Inc cl a (TWLO) | 5.3 | $19M | 212k | 89.49 | |
| Amazon (AMZN) | 5.2 | $19M | 9.6k | 1949.70 | |
| Liberty Media Corp Delaware Com A Siriusxm | 3.0 | $11M | 339k | 31.69 | |
| Outfront Media | 2.9 | $11M | 777k | 13.48 | |
| Pinterest Inc Cl A (PINS) | 2.7 | $9.7M | 629k | 15.44 | |
| Liberty Media Corp Delaware Com C Braves Grp | 2.6 | $9.5M | 500k | 19.06 | |
| Vapotherm | 2.3 | $8.5M | 449k | 18.83 | |
| Anaplan | 2.1 | $7.6M | 250k | 30.26 | |
| Arco Platform Cl A Ord | 1.5 | $5.3M | 126k | 42.26 | |
| Liberty Media Corp Delaware Com C Siriusxm | 1.3 | $4.6M | 144k | 31.62 | |
| Xp Inc cl a (XP) | 1.1 | $4.1M | 210k | 19.29 |
