ThornTree Capital Partners as of Sept. 30, 2021
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 26 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Affirm Hldgs Com Cl A (AFRM) | 9.2 | $65M | 548k | 119.13 | |
| Penn National Gaming Call Option (PENN) | 7.8 | $55M | 761k | 72.46 | |
| Dish Network Corporation Cl A | 6.6 | $47M | 1.1M | 43.46 | |
| Zillow Group Cl C Cap Stk (Z) | 6.3 | $45M | 507k | 88.14 | |
| stock | 5.7 | $41M | 281k | 144.71 | |
| Facebook Cl A (META) | 5.2 | $37M | 108k | 339.39 | |
| Williams-Sonoma (WSM) | 4.9 | $35M | 197k | 177.33 | |
| Smartsheet Com Cl A (SMAR) | 4.8 | $34M | 494k | 68.82 | |
| Ww Intl (WW) | 4.6 | $33M | 1.8M | 18.25 | |
| Cloudflare Cl A Com (NET) | 4.3 | $31M | 271k | 112.65 | |
| Acv Auctions Com Cl A (ACVA) | 3.9 | $27M | 1.5M | 17.89 | |
| Palantir Technologies Cl A (PLTR) | 3.7 | $26M | 1.1M | 24.04 | |
| Traeger Common Stock (COOK) | 3.6 | $25M | 1.2M | 20.93 | |
| XP Cl A (XP) | 3.5 | $25M | 616k | 40.17 | |
| Azul S A Sponsr Adr Pfd (AZUL) | 3.3 | $23M | 1.2M | 20.06 | |
| Goodrx Hldgs Com Cl A (GDRX) | 3.2 | $23M | 548k | 41.02 | |
| Twilio Cl A (TWLO) | 2.6 | $19M | 59k | 319.06 | |
| Docusign (DOCU) | 2.6 | $18M | 70k | 257.43 | |
| Stoneco Com Cl A (STNE) | 2.5 | $18M | 513k | 34.72 | |
| Momentive Global | 2.2 | $16M | 794k | 19.60 | |
| Duolingo Cl A Com (DUOL) | 2.0 | $14M | 84k | 166.36 | |
| 1stdibs (DIBS) | 1.9 | $14M | 1.1M | 12.40 | |
| Etsy (ETSY) | 1.6 | $12M | 56k | 207.95 | |
| Qualtrics Intl Com Cl A | 1.6 | $11M | 265k | 42.74 | |
| Square Cl A Call Option (SQ) | 1.5 | $10M | 43k | 239.84 | |
| Meli Kaszek Pioneer Corp Class A Ord | 0.9 | $6.6M | 600k | 11.05 |
