ThornTree Capital Partners as of June 30, 2024
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 21 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 8.8 | $52M | 103k | 504.22 | |
| Nu Hldgs Ord Shs Cl A (NU) | 7.8 | $46M | 3.6M | 12.89 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.2 | $42M | 587k | 71.84 | |
| Netflix (NFLX) | 6.8 | $40M | 59k | 674.88 | |
| MercadoLibre (MELI) | 6.3 | $37M | 23k | 1643.40 | |
| Boot Barn Hldgs (BOOT) | 5.7 | $34M | 261k | 128.93 | |
| United States Cellular Corporation (AD) | 5.7 | $33M | 597k | 55.82 | |
| Viking Holdings Ord Shs (VIK) | 5.2 | $30M | 895k | 33.94 | |
| Intuit (INTU) | 4.9 | $29M | 44k | 657.21 | |
| Paypal Holdings (PYPL) | 4.7 | $28M | 475k | 58.03 | |
| Affirm Hldgs Com Cl A (AFRM) | 4.6 | $27M | 898k | 30.21 | |
| Tko Group Holdings Cl A (TKO) | 4.6 | $27M | 250k | 107.99 | |
| Confluent Class A Com (CFLT) | 4.3 | $25M | 857k | 29.53 | |
| Ferguson SHS | 4.2 | $25M | 127k | 193.65 | |
| Surgery Partners (SGRY) | 4.1 | $24M | 1000k | 23.79 | |
| Trip Com Group Ads (TCOM) | 3.9 | $23M | 485k | 47.00 | |
| Burlington Stores (BURL) | 3.1 | $18M | 77k | 240.00 | |
| Duolingo Cl A Com (DUOL) | 3.0 | $18M | 86k | 208.67 | |
| On Hldg Namen Akt A (ONON) | 2.9 | $17M | 441k | 38.80 | |
| Acv Auctions Com Cl A (ACVA) | 2.0 | $12M | 649k | 18.25 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.1 | $646k | 17k | 38.27 |
