ThornTree Capital Partners as of Sept. 30, 2024
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 18 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 14.3 | $86M | 150k | 572.44 | |
| MercadoLibre Put Option (MELI) | 9.0 | $54M | 26k | 2051.96 | |
| Nu Hldgs Ord Shs Cl A (NU) | 8.6 | $52M | 3.8M | 13.65 | |
| Duolingo Cl A Com (DUOL) | 8.0 | $48M | 171k | 282.02 | |
| Netflix Put Option (NFLX) | 7.6 | $46M | 64k | 709.27 | |
| On Hldg Namen Akt A Put Option (ONON) | 7.4 | $44M | 881k | 50.15 | |
| Viking Holdings Ord Shs (VIK) | 6.3 | $38M | 1.1M | 34.89 | |
| Ciena Corp Com New (CIEN) | 6.2 | $37M | 600k | 61.59 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 5.6 | $34M | 434k | 77.43 | |
| Affirm Hldgs Com Cl A (AFRM) | 4.9 | $29M | 717k | 40.82 | |
| Paypal Holdings (PYPL) | 4.8 | $29M | 374k | 78.03 | |
| Surgery Partners (SGRY) | 4.0 | $24M | 737k | 32.24 | |
| United States Cellular Corporation (AD) | 3.7 | $22M | 404k | 54.65 | |
| Acv Auctions Com Cl A (ACVA) | 2.8 | $17M | 818k | 20.33 | |
| Boot Barn Hldgs (BOOT) | 2.7 | $16M | 96k | 167.28 | |
| Ferguson Enterprises Common Stock New (FERG) | 2.2 | $13M | 68k | 198.57 | |
| Flutter Entmt SHS Call Option (FLUT) | 2.0 | $12M | 50k | 237.28 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.1 | $867k | 17k | 51.33 |
