13F HOLDINGS REPORT
ThornTree Capital Partners LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-004040
Total Value
$382.3M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPLUNK INC | 848637104 | 279,202 | $40.8M | 10.68% |
| 2 | META PLATFORMS INC | META | 133,958 | $40.2M | 10.52% |
| 3 | FERGUSON PLC NEW | G3421J106 | 210,866 | $34.7M | 9.07% |
| 4 | NU HLDGS LTD | NU | 4,368,703 | $31.7M | 8.28% |
| 5 | PAYPAL HLDGS INC | PYPL | 472,006 | $27.6M | 7.22% |
| 6 | INTUIT | INTU | 53,521 | $27.3M | 7.15% |
| 7 | MERCADOLIBRE INC | MELI | 19,482 | $24.7M | 6.46% |
| 8 | LIBERTY MEDIA CORP DEL | FWONB | 394,663 | $24.6M | 6.43% |
| 9 | TRIP COM GROUP LTD | TRPCF | 576,501 | $20.2M | 5.27% |
| 10 | ACV AUCTIONS INC | ACVA | 1,115,273 | $16.9M | 4.43% |
| 11 | UNITED STATES CELLULAR CORP | UNTCW | 359,290 | $15.4M | 4.04% |
| 12 | DUOLINGO INC | DUOL | 92,302 | $15.3M | 4.00% |
| 13 | NETFLIX INC | NFLX | 39,334 | $14.9M | 3.88% |
| 14 | BRUNSWICK CORP | BC-PC | 171,021 | $13.5M | 3.53% |
| 15 | ON HLDG AG | H5919C104 | 467,561 | $13.0M | 3.40% |
| 16 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 455,257 | $10.7M | 2.80% |
| 17 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 125,841 | $10.3M | 2.68% |
| 18 | LIBERTY MEDIA CORP DEL | FWONB | 16,891 | $542,201 | 0.14% |