13F HOLDINGS REPORT
ThornTree Capital Partners LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002521
Total Value
$592.8M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 110,019 | $53.4M | 9.01% |
| 2 | PAYPAL HLDGS INC | PYPL | 779,213 | $52.2M | 8.81% |
| 3 | NU HLDGS LTD | NU | 3,942,782 | $47.0M | 7.94% |
| 4 | NETFLIX INC | NFLX | 73,591 | $44.7M | 7.54% |
| 5 | DOCUSIGN INC | DOCU | 667,789 | $39.8M | 6.71% |
| 6 | TRIP COM GROUP LTD | TRPCF | 862,646 | $37.9M | 6.39% |
| 7 | FERGUSON PLC NEW | G3421J106 | 168,716 | $36.9M | 6.22% |
| 8 | BOOT BARN HLDGS INC | BOOT | 365,147 | $34.7M | 5.86% |
| 9 | INTUIT | INTU | 48,740 | $31.7M | 5.34% |
| 10 | LIBERTY MEDIA CORP DEL | FWONB | 481,601 | $31.6M | 5.33% |
| 11 | MERCADOLIBRE INC | MELI | 20,719 | $31.3M | 5.28% |
| 12 | AMAZON COM INC | AMZN | 154,590 | $27.9M | 4.70% |
| 13 | PURE STORAGE INC | 74624M102 | 427,806 | $22.2M | 3.75% |
| 14 | UNITED STATES CELLULAR CORP | UNTCW | 526,102 | $19.2M | 3.24% |
| 15 | DUOLINGO INC | DUOL | 85,532 | $18.9M | 3.18% |
| 16 | TRAVEL PLUS LEISURE CO | 894164102 | 379,428 | $18.6M | 3.13% |
| 17 | SURGERY PARTNERS INC | SGRY | 546,080 | $16.3M | 2.75% |
| 18 | ON HLDG AG | H5919C104 | 441,444 | $15.6M | 2.63% |
| 19 | ACV AUCTIONS INC | ACVA | 649,074 | $12.2M | 2.06% |
| 20 | LIBERTY MEDIA CORP DEL | FWONB | 16,891 | $740,164 | 0.12% |