13F HOLDINGS REPORT
ThornTree Capital Partners LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-005153
Total Value
$601.2M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 95,442 | $54.6M | 9.09% |
| 2 | NU HLDGS LTD | NU | 3,036,703 | $41.5M | 6.90% |
| 3 | NETFLIX INC | NFLX | 54,305 | $38.5M | 6.41% |
| 4 | MERCADOLIBRE INC | MELI | 18,758 | $38.5M | 6.40% |
| 5 | VIKING HOLDINGS LTD | VIK | 1,086,322 | $37.9M | 6.30% |
| 6 | CIENA CORP | CIEN | 600,309 | $37.0M | 6.15% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 433,988 | $33.6M | 5.59% |
| 8 | META PLATFORMS INC | META | 55,000 | $31.5M | 5.24% |
| 9 | AFFIRM HLDGS INC | AFRM | 716,715 | $29.3M | 4.87% |
| 10 | PAYPAL HLDGS INC | PYPL | 373,594 | $29.2M | 4.85% |
| 11 | DUOLINGO INC | DUOL | 85,532 | $24.1M | 4.01% |
| 12 | DUOLINGO INC | DUOL | 85,000 | $24.0M | 3.99% |
| 13 | SURGERY PARTNERS INC | SGRY | 736,999 | $23.8M | 3.95% |
| 14 | ON HLDG AG | H5919C104 | 441,444 | $22.1M | 3.68% |
| 15 | UNITED STATES CELLULAR CORP | UNTCW | 403,971 | $22.1M | 3.67% |
| 16 | ON HLDG AG | H5919C104 | 440,000 | $22.1M | 3.67% |
| 17 | ACV AUCTIONS INC | ACVA | 817,865 | $16.6M | 2.77% |
| 18 | BOOT BARN HLDGS INC | BOOT | 95,919 | $16.0M | 2.67% |
| 19 | MERCADOLIBRE INC | MELI | 7,500 | $15.4M | 2.56% |
| 20 | FERGUSON ENTERPRISES INC | FERG | 67,692 | $13.4M | 2.24% |
| 21 | FLUTTER ENTMT PLC | G3643J108 | 50,000 | $11.9M | 1.97% |
| 22 | NU HLDGS LTD | NU | 750,000 | $10.2M | 1.70% |
| 23 | NETFLIX INC | NFLX | 10,000 | $7.1M | 1.18% |
| 24 | LIBERTY MEDIA CORP DEL | FWONB | 16,891 | $867,015 | 0.14% |