13F HOLDINGS REPORT
ThornTree Capital Partners LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-002994
Total Value
$420.7M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 213,735 | $61.3M | 14.58% |
| 2 | NU HLDGS LTD | NU | 4,782,207 | $37.7M | 8.97% |
| 3 | PAYPAL HLDGS INC | PYPL | 510,067 | $34.0M | 8.09% |
| 4 | LIBERTY MEDIA CORP DEL | FWONB | 394,663 | $29.7M | 7.06% |
| 5 | SPLUNK INC | 848637104 | 270,154 | $28.7M | 6.81% |
| 6 | TRIP COM GROUP LTD | TRPCF | 799,020 | $28.0M | 6.65% |
| 7 | INTUIT | INTU | 53,521 | $24.5M | 5.83% |
| 8 | NETFLIX INC | NFLX | 54,334 | $23.9M | 5.69% |
| 9 | FERGUSON PLC NEW | G3421J106 | 129,910 | $20.4M | 4.86% |
| 10 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 749,193 | $19.5M | 4.63% |
| 11 | MERCADOLIBRE INC | MELI | 15,035 | $17.8M | 4.23% |
| 12 | ACADEMY SPORTS & OUTDOORS IN | ASO | 328,990 | $17.8M | 4.23% |
| 13 | BRUNSWICK CORP | BC-PC | 171,021 | $14.8M | 3.52% |
| 14 | ACV AUCTIONS INC | ACVA | 831,360 | $14.4M | 3.41% |
| 15 | ON HLDG AG | H5919C104 | 429,537 | $14.2M | 3.37% |
| 16 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 151,800 | $14.0M | 3.34% |
| 17 | DUOLINGO INC | DUOL | 92,302 | $13.2M | 3.14% |
| 18 | FUNKO INC | FNKO | 625,155 | $6.8M | 1.61% |