ThornTree Capital Partners as of March 31, 2024
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 20 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 9.0 | $53M | 110k | 485.58 | |
| Paypal Holdings (PYPL) | 8.8 | $52M | 779k | 66.99 | |
| Nu Hldgs Ord Shs Cl A (NU) | 7.9 | $47M | 3.9M | 11.93 | |
| Netflix (NFLX) | 7.5 | $45M | 74k | 607.33 | |
| Docusign (DOCU) | 6.7 | $40M | 668k | 59.55 | |
| Trip Com Group Ads (TCOM) | 6.4 | $38M | 863k | 43.89 | |
| Ferguson SHS | 6.2 | $37M | 169k | 218.43 | |
| Boot Barn Hldgs (BOOT) | 5.9 | $35M | 365k | 95.15 | |
| Intuit (INTU) | 5.3 | $32M | 49k | 650.00 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 5.3 | $32M | 482k | 65.60 | |
| MercadoLibre (MELI) | 5.3 | $31M | 21k | 1511.96 | |
| Amazon (AMZN) | 4.7 | $28M | 155k | 180.38 | |
| Pure Storage Cl A (PSTG) | 3.8 | $22M | 428k | 51.99 | |
| United States Cellular Corporation (AD) | 3.2 | $19M | 526k | 36.50 | |
| Duolingo Cl A Com (DUOL) | 3.2 | $19M | 86k | 220.58 | |
| Travel Leisure Ord (TNL) | 3.1 | $19M | 379k | 48.96 | |
| Surgery Partners (SGRY) | 2.7 | $16M | 546k | 29.83 | |
| On Hldg Namen Akt A (ONON) | 2.6 | $16M | 441k | 35.38 | |
| Acv Auctions Com Cl A (ACVA) | 2.1 | $12M | 649k | 18.77 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.1 | $740k | 17k | 43.82 |
