ThornTree Capital Partners as of Dec. 31, 2024
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 20 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix Put Option (NFLX) | 13.8 | $106M | 119k | 891.32 | |
| MercadoLibre (MELI) | 7.5 | $57M | 34k | 1700.44 | |
| Duolingo Cl A Com Put Option (DUOL) | 7.2 | $55M | 171k | 324.23 | |
| Meta Platforms Cl A (META) | 6.8 | $53M | 90k | 585.51 | |
| Ciena Corp Com New (CIEN) | 6.7 | $52M | 612k | 84.81 | |
| Ferguson Enterprises Common Stock New (FERG) | 5.8 | $45M | 259k | 173.57 | |
| On Hldg Namen Akt A Put Option (ONON) | 5.7 | $44M | 804k | 54.77 | |
| Nu Hldgs Ord Shs Cl A Call Option (NU) | 5.7 | $44M | 4.2M | 10.36 | |
| Viking Holdings Ord Shs (VIK) | 5.6 | $43M | 977k | 44.06 | |
| Affirm Hldgs Com Cl A (AFRM) | 5.3 | $41M | 674k | 60.90 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 5.2 | $40M | 432k | 92.66 | |
| CarMax (KMX) | 4.6 | $36M | 436k | 81.76 | |
| CoStar (CSGP) | 4.3 | $33M | 463k | 71.59 | |
| Flutter Entmt SHS Put Option (FLUT) | 3.4 | $26M | 100k | 258.45 | |
| Acv Auctions Com Cl A (ACVA) | 2.9 | $23M | 1.0M | 21.60 | |
| United States Cellular Corporation (AD) | 2.9 | $22M | 352k | 62.72 | |
| Warner Bros Discovery Com Ser A (WBD) | 2.9 | $22M | 2.1M | 10.57 | |
| Birkenstock Holding Com Shs (BIRK) | 2.5 | $20M | 344k | 56.66 | |
| Boot Barn Hldgs (BOOT) | 1.0 | $7.6M | 50k | 151.82 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.1 | $1.1M | 17k | 68.06 |
