ThornTree Capital Partners as of March 31, 2022
Portfolio Holdings for ThornTree Capital Partners
ThornTree Capital Partners holds 21 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zillow Group Cl C Cap Stk (Z) | 12.2 | $56M | 1.1M | 49.29 | |
| Meta Platforms Cl A (META) | 8.0 | $36M | 164k | 222.36 | |
| Duolingo Cl A Com (DUOL) | 6.5 | $30M | 311k | 95.11 | |
| Airbnb Com Cl A (ABNB) | 5.7 | $26M | 151k | 171.76 | |
| Five9 (FIVN) | 5.6 | $25M | 230k | 110.40 | |
| Penn National Gaming (PENN) | 5.4 | $25M | 582k | 42.42 | |
| Amazon (AMZN) | 5.2 | $24M | 7.3k | 3259.93 | |
| Williams-Sonoma (WSM) | 5.2 | $24M | 163k | 145.00 | |
| XP Cl A (XP) | 4.9 | $22M | 744k | 30.10 | |
| MercadoLibre (MELI) | 4.8 | $22M | 18k | 1189.45 | |
| Docusign (DOCU) | 4.7 | $22M | 201k | 107.12 | |
| Affirm Hldgs Com Cl A (AFRM) | 4.6 | $21M | 450k | 46.28 | |
| Smartsheet Com Cl A (SMAR) | 4.6 | $21M | 379k | 54.78 | |
| Acv Auctions Com Cl A (ACVA) | 3.8 | $18M | 1.2M | 14.81 | |
| Palantir Technologies Cl A (PLTR) | 3.8 | $17M | 1.3M | 13.73 | |
| Masimo Corporation (MASI) | 3.7 | $17M | 116k | 145.54 | |
| On Hldg Namen Akt A (ONON) | 3.3 | $15M | 590k | 25.24 | |
| Spotify Technology S A SHS (SPOT) | 3.0 | $14M | 91k | 151.03 | |
| Traeger Common Stock (COOK) | 2.2 | $9.9M | 1.3M | 7.44 | |
| Rent The Runway Com Cl A (RENT) | 1.6 | $7.1M | 1.0M | 6.89 | |
| 1stdibs (DIBS) | 1.5 | $7.0M | 882k | 7.99 |
