TC

ThornTree Capital Partners LP

13F
ThornTree Capital Partners LP
Last update 2024-08-14 21 Stocks (5 new)
Value $587.00 Mil Turnover 26 %
Countries:
Top Holdings: META(8.80%)NU(7.83%)FWONK(7.18%)NFLX(6.79%)MELI(6.30%)
Portfolio Report
Summary Stock Picks Current Portfolio
ThornTree Capital Partners LP Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
META 		Meta Platforms Inc
102,481
51672.970
-6.85%
8.800
-0.62%
0.000
+19.94%
+61.54%
1445067.978
Interactive Media
NU 		Nu Holdings Ltd
3,566,605
45973.540
-9.54%
7.830
-0.76%
0.070
+36.78%
+75.86%
70259.376
Banks
FWONK 		Liberty Formula One Group
586,716
42149.680
+21.83%
7.180
+1.29%
0.250
+7.73%
+28.94%
20066.461
Media - Diversified
NFLX 		Netflix Inc
59,049
39850.990
-19.76%
6.790
-1.49%
0.010
+27.41%
+56.63%
326195.427
Media - Diversified
MELI 		MercadoLibre Inc
22,513
36997.860
+8.66%
6.300
+0.50%
0.040
+17.44%
+32.72%
105958.154
Retail - Cyclical
BOOT 		Boot Barn Holdings Inc
260,777
33621.980
-28.58%
5.730
-1.67%
0.860
+9.15%
+69.31%
3972.860
Retail - Cyclical
USM 		United States Cellular Corp
597,425
33348.260
+13.56%
5.680
+0.68%
0.690
+21.01%
+43.12%
5076.497
Telecommunication Services
VIK 		Viking Holdings Ltd
894,605
30362.890
New Holding
5.170
+5.17%
0.210
+28.14%
0%
17807.959
Travel & Leisure
INTU 		Intuit Inc
43,937
28875.840
-9.85%
4.920
-0.53%
0.020
+2.36%
-0.83%
173453.098
Software
PYPL 		PayPal Holdings Inc
474,859
27556.070
-39.06%
4.700
-3.44%
0.050
+30.43%
+28.42%
79451.205
Credit Services

ThornTree Capital Partners LP's Historical Top Holdings Breakdowns

ThornTree Capital Partners LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DOCU 		DocuSign Inc2024-06-30Sold Out
-6.71%
●
50.84 ($56.4) 61.13
$72.25
28.10%
Sold Out
0
-667,789
VIK 		Viking Holdings Ltd2024-06-30New Buy
+5.17%
●
26.1 ($30.16) 33.94
$41.26
36.80%
New holding
894,605
894,605
AMZN 		Amazon.com Inc2024-06-30Sold Out
-4.70%
●
173.67 ($183.7) 197.85
$199.13
8.40%
Sold Out
0
-154,590
AFRM 		Affirm Holdings Inc2024-06-30New Buy
+4.62%
●
28.72 ($32.07) 36.02
$45.61
42.22%
New holding
897,848
897,848
TKO 		TKO Group Holdings Inc2024-06-30New Buy
+4.60%
●
86.18 ($101.54) 109.07
$118.89
17.09%
New holding
250,131
250,131
CFLT 		Confluent Inc2024-06-30New Buy
+4.31%
●
25.7 ($28.74) 32.23
$26.43
-8.04%
New holding
857,440
857,440
PSTG 		Pure Storage Inc2024-06-30Sold Out
-3.75%
●
49.46 ($57.88) 68.35
$51.12
-11.67%
Sold Out
0
-427,806
PYPL 		PayPal Holdings Inc2024-06-30Reduce
-3.44%
●
58.03 ($63.61) 67.92
$79.25
24.59%
Reduce -39.06%
474,859
-304,354
BURL 		Burlington Stores Inc2024-06-30New Buy
+3.13%
●
177.64 ($205.79) 242.53
$251.96
22.44%
New holding
76,479
76,479
TNL 		Travel+Leisure Co2024-06-30Sold Out
-3.13%
●
42.9 ($44.86) 47.86
$49.88
11.19%
Sold Out
0
-379,428

ThornTree Capital Partners LP Total Holding History ($B)

To

ThornTree Capital Partners LP's Asset Allocation

To

ThornTree Capital Partners LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ThornTree Capital Partners LP's Hypothetical Growth since 2024-06-30

ThornTree Capital Partners LP's Yearly Returns

Year Portfolio % % Excess Gain %

ThornTree Capital Partners LP's Holdings Heat Map

Size field:

ThornTree Capital Partners LP's Holdings Bubble Chart

ThornTree Capital Partners LP News

  • 1

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