13F HOLDINGS REPORT
ThornTree Capital Partners LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-000910
Total Value
$304.1M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 440,261 | $53.0M | 17.42% |
| 2 | SPLUNK INC | 848637104 | 284,274 | $24.5M | 8.05% |
| 3 | AIRBNB INC | ABNB | 264,109 | $22.6M | 7.42% |
| 4 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 205,682 | $21.4M | 7.04% |
| 5 | AMAZON COM INC | AMZN | 247,778 | $20.8M | 6.84% |
| 6 | TRIP COM GROUP LTD | TRPCF | 554,440 | $19.1M | 6.27% |
| 7 | PENN ENTERTAINMENT INC | PENN | 621,377 | $18.5M | 6.07% |
| 8 | ON HLDG AG | H5919C104 | 1,071,175 | $18.4M | 6.04% |
| 9 | NETFLIX INC | NFLX | 60,923 | $18.0M | 5.91% |
| 10 | XP INC | XP | 1,039,668 | $15.9M | 5.24% |
| 11 | MERCADOLIBRE INC | MELI | 18,633 | $15.8M | 5.18% |
| 12 | ROGERS COMMUNICATIONS INC | RCIAF | 335,000 | $15.7M | 5.16% |
| 13 | INTUIT | INTU | 25,476 | $9.9M | 3.26% |
| 14 | ACV AUCTIONS INC | ACVA | 1,119,724 | $9.2M | 3.02% |
| 15 | DUOLINGO INC | DUOL | 127,655 | $9.1M | 2.99% |
| 16 | FIVE9 INC | FIVN | 102,999 | $7.0M | 2.30% |
| 17 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 85,931 | $5.4M | 1.78% |