13F HOLDINGS REPORT
ThornTree Capital Partners LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002177
Total Value
$402.5M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 273,880 | $58.0M | 14.42% |
| 2 | ON HLDG AG | H5919C104 | 1,073,525 | $33.3M | 8.28% |
| 3 | PAYPAL HLDGS INC | PYPL | 378,998 | $28.8M | 7.15% |
| 4 | MERCADOLIBRE INC | MELI | 20,753 | $27.4M | 6.80% |
| 5 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 205,865 | $24.6M | 6.10% |
| 6 | NETFLIX INC | NFLX | 68,452 | $23.6M | 5.88% |
| 7 | SPLUNK INC | 848637104 | 244,499 | $23.4M | 5.82% |
| 8 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 869,342 | $23.2M | 5.77% |
| 9 | LIBERTY MEDIA CORP DEL | FWONB | 300,613 | $22.5M | 5.59% |
| 10 | ANALOG DEVICES INC | ADI | 107,910 | $21.3M | 5.29% |
| 11 | TRIP COM GROUP LTD | TRPCF | 543,765 | $20.5M | 5.09% |
| 12 | INTUIT | INTU | 40,916 | $18.2M | 4.53% |
| 13 | DUOLINGO INC | DUOL | 116,506 | $16.6M | 4.13% |
| 14 | NU HLDGS LTD | NU | 3,241,543 | $15.4M | 3.83% |
| 15 | CANADA GOOSE HLDGS INC | GOOS | 686,582 | $13.2M | 3.28% |
| 16 | ACV AUCTIONS INC | ACVA | 987,057 | $12.7M | 3.17% |
| 17 | RAPID7 INC | RPD | 238,791 | $11.0M | 2.72% |
| 18 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 112,761 | $8.7M | 2.16% |