News + Filings Holdings
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ThornTree Capital Partners LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Meta Platforms, Inc.
| FB | Common | 213,735 | -60,145 | 61,337,670,000 | 3,291,543,000 | 14.58 | |
Hist
| 06/30/2023 |
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Nu Holdings Ltd.
| NU | COM | 4,782,207 | 1,540,664 | 37,731,613,000 | 22,301,868,000 | 8.97 | |
Hist
| 06/30/2023 |
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PayPal Holdings, Inc.
| PYPL | COM | 510,067 | 131,069 | 34,036,771,000 | 5,255,663,000 | 8.09 | |
Hist
| 06/30/2023 |
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Liberty Media Corp
| FWONK | Common | 394,663 | 94,050 | 29,710,231,000 | 7,215,360,000 | 7.06 | 0.06 |
Hist
| 06/30/2023 |
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SPLUNK INC
| SPLK | COM | 270,154 | 25,655 | 28,660,638,000 | 5,218,074,000 | 6.81 | 0.16 |
Hist
| 06/30/2023 |
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Trip.com Group Ltd
| CTRP | Common | 799,020 | 255,255 | 27,965,700,000 | 7,482,072,000 | 6.65 | 0.12 |
Hist
| 06/30/2023 |
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INTUIT INC.
| INTU | Common | 53,521 | 12,605 | 24,522,787,000 | 6,281,207,000 | 5.83 | 0.02 |
Hist
| 06/30/2023 |
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NETFLIX INC
| NFLX | Common | 54,334 | -14,118 | 23,933,584,000 | 284,787,000 | 5.69 | 0.01 |
Hist
| 06/30/2023 |
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Ferguson plc
| FERG | SHS | 129,910 | 129,910 | 20,436,142,000 | 20,436,142,000 | 4.86 | 0.06 |
Hist
| 06/30/2023 |
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Six Flags Entertainment Corp
| SIX | COM | 749,193 | -120,149 | 19,464,034,000 | -3,756,091,000 | 4.63 | 0.90 |
Hist
| 06/30/2023 |
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MERCADOLIBRE INC
| MELI | Common | 15,035 | -5,718 | 17,810,461,000 | -9,543,238,000 | 4.23 | 0.03 |
Hist
| 06/30/2023 |
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Academy Sports & Outdoors, Inc.
| ASO | COM | 328,990 | 328,990 | 17,781,910,000 | 17,781,910,000 | 4.23 | 0.43 |
Hist
| 06/30/2023 |
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BRUNSWICK CORP
| BC | Common | 171,021 | 171,021 | 14,817,259,000 | 14,817,259,000 | 3.52 | 0.24 |
Hist
| 06/30/2023 |
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ACV Auctions Inc.
| ACVA | Common | 831,360 | -155,697 | 14,357,587,000 | 1,614,681,000 | 3.41 | |
Hist
| 06/30/2023 |
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On Holding AG
| ONON | Common | 429,537 | -643,988 | 14,174,721,000 | -19,136,760,000 | 3.37 | 0.15 |
Hist
| 06/30/2023 |
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BRIGHT HORIZONS FAMILY SOLUTIONS INC.
| BFAM | COM | 151,800 | 39,039 | 14,033,910,000 | 5,352,441,000 | 3.34 | 0.26 |
Hist
| 06/30/2023 |
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Duolingo, Inc.
| DUOL | CL A COM | 92,302 | -24,204 | 13,193,648,000 | -3,418,943,000 | 3.14 | |
Hist
| 06/30/2023 |
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Funko, Inc.
| FNKO | COM CL A | 625,155 | 625,155 | 6,764,177,000 | 6,764,177,000 | 1.61 | |
Hist
| 06/30/2023 |
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Canada Goose Holdings Inc.
| GOOS | Common | 0 | -686,582 | 0 | -13,216,704,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Rapid7, Inc.
| RPD | STOCK | 0 | -238,791 | 0 | -10,962,895,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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TAKE TWO INTERACTIVE SOFTWARE INC
| TTWO | Common | 0 | -205,865 | 0 | -24,559,695,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ANALOG DEVICES INC
| ADI | Common | 0 | -107,910 | 0 | -21,282,010,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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