13F HOLDINGS REPORT
ThornTree Capital Partners LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003537
Total Value
$586.9M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 102,481 | $51.7M | 8.80% |
| 2 | NU HLDGS LTD | NU | 3,566,605 | $46.0M | 7.83% |
| 3 | LIBERTY MEDIA CORP DEL | FWONB | 586,716 | $42.1M | 7.18% |
| 4 | NETFLIX INC | NFLX | 59,049 | $39.9M | 6.79% |
| 5 | MERCADOLIBRE INC | MELI | 22,513 | $37.0M | 6.30% |
| 6 | BOOT BARN HLDGS INC | BOOT | 260,777 | $33.6M | 5.73% |
| 7 | UNITED STATES CELLULAR CORP | UNTCW | 597,425 | $33.3M | 5.68% |
| 8 | VIKING HOLDINGS LTD | VIK | 894,605 | $30.4M | 5.17% |
| 9 | INTUIT | INTU | 43,937 | $28.9M | 4.92% |
| 10 | PAYPAL HLDGS INC | PYPL | 474,859 | $27.6M | 4.70% |
| 11 | AFFIRM HLDGS INC | AFRM | 897,848 | $27.1M | 4.62% |
| 12 | TKO GROUP HOLDINGS INC | TKO | 250,131 | $27.0M | 4.60% |
| 13 | CONFLUENT INC | 20717M103 | 857,440 | $25.3M | 4.31% |
| 14 | FERGUSON PLC NEW | G3421J106 | 127,250 | $24.6M | 4.20% |
| 15 | SURGERY PARTNERS INC | SGRY | 999,949 | $23.8M | 4.05% |
| 16 | TRIP COM GROUP LTD | TRPCF | 484,810 | $22.8M | 3.88% |
| 17 | BURLINGTON STORES INC | BURL | 76,479 | $18.4M | 3.13% |
| 18 | DUOLINGO INC | DUOL | 85,532 | $17.8M | 3.04% |
| 19 | ON HLDG AG | H5919C104 | 441,444 | $17.1M | 2.92% |
| 20 | ACV AUCTIONS INC | ACVA | 649,074 | $11.8M | 2.02% |
| 21 | LIBERTY MEDIA CORP DEL | FWONB | 16,891 | $646,419 | 0.11% |