123 is the total number of securities ThornTree Capital Partners LP has owned. The longest ThornTree Capital Partners LP has owned a single stock is 22 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| PYPL | PAYPAL HLDGS INC | 19 | 3 | 2.59% | 6.62% | 17.34% | Q4 2016 | Q3 2023 | 22 |
| AZUL | AZUL S A | 18 | 18 | 2.48% | 5.16% | 8.62% | Q3 2017 | Q4 2021 | 18 |
| FB | META PLATFORMS INC | 14 | 1 | 2.96% | 9.46% | 17.42% | Q2 2018 | Q3 2023 | 15 |
| SMAR | SMARTSHEET INC | 15 | 15 | 3.10% | 5.83% | 9.21% | Q1 2019 | Q3 2022 | 15 |
| Z | ZILLOW GROUP INC | 14 | 14 | 4.80% | 8.52% | 12.80% | Q1 2019 | Q2 2022 | 14 |
| DOCU | DOCUSIGN INC | 14 | 14 | 1.43% | 5.33% | 12.04% | Q4 2018 | Q1 2022 | 14 |
| TWLO | TWILIO INC | 13 | 13 | 2.64% | 5.58% | 9.66% | Q4 2018 | Q4 2021 | 13 |
| XP | XP INC | 13 | 13 | 0.26% | 3.79% | 7.72% | Q4 2019 | Q4 2022 | 13 |
| PENN | PENN NATL GAMING INC | 11 | 11 | 4.53% | 6.45% | 9.07% | Q2 2020 | Q4 2022 | 11 |
| SVMK | SVMK INC | 11 | 11 | 1.99% | 5.91% | 10.24% | Q3 2018 | Q1 2021 | 11 |
| DISH | DISH NETWORK CORPORATION | 6 | 2 | 1.91% | 5.51% | 9.54% | Q1 2017 | Q3 2021 | 11 |
| ETSY | ETSY INC | 6 | 5 | 1.64% | 5.41% | 10.21% | Q3 2018 | Q3 2021 | 11 |
| ACVA | ACV AUCTIONS INC | 11 | 11 | 1.12% | 3.03% | 4.43% | Q1 2021 | Q3 2023 | 11 |
| WW | WW INTL INC | 9 | 9 | 3.44% | 5.60% | 10.06% | Q4 2019 | Q4 2021 | 9 |
| SPLK | SPLUNK INC | 5 | 1 | 1.50% | 5.26% | 10.68% | Q2 2020 | Q3 2023 | 9 |
| DUOLINGO INC | 9 | 9 | 1.98% | 4.42% | 6.92% | Q3 2021 | Q3 2023 | 9 | |
| YNDX | YANDEX N V | 6 | 2 | 3.19% | 5.77% | 7.95% | Q4 2016 | Q4 2020 | 8 |
| WSM | WILLIAMS SONOMA INC | 8 | 8 | 2.98% | 5.26% | 7.55% | Q4 2020 | Q3 2022 | 8 |
| NET | CLOUDFLARE INC | 8 | 8 | 2.43% | 4.46% | 7.90% | Q1 2020 | Q4 2021 | 8 |
| FIVN | FIVE9 INC | 5 | 1 | 2.30% | 4.27% | 7.28% | Q3 2020 | Q4 2022 | 8 |
| ON HLDG AG | 8 | 8 | 0.90% | 4.05% | 8.28% | Q4 2021 | Q3 2023 | 8 | |
| SITE | SITEONE LANDSCAPE SUPP... | 7 | 7 | 7.38% | 9.07% | 11.08% | Q1 2017 | Q3 2018 | 7 |
| TWTR | TWITTER INC | 7 | 7 | 4.67% | 8.54% | 12.50% | Q4 2018 | Q2 2020 | 7 |
| FWONK | LIBERTY MEDIA CORP DEL... | 5 | 2 | 5.59% | 7.47% | 10.81% | Q2 2017 | Q2 2023 | 7 |
| TDG | TRANSDIGM GROUP INC | 7 | 7 | 5.00% | 7.38% | 10.81% | Q2 2017 | Q4 2018 | 7 |
| MELI | MERCADOLIBRE INC | 7 | 7 | 4.23% | 6.14% | 8.56% | Q1 2022 | Q3 2023 | 7 |
| AMZN | AMAZON COM INC | 3 | 1 | 3.98% | 6.00% | 8.07% | Q4 2018 | Q4 2022 | 7 |
| AFRM | AFFIRM HLDGS INC | 7 | 7 | 2.67% | 5.45% | 9.22% | Q1 2021 | Q3 2022 | 7 |
| ARCE | ARCO PLATFORM LTD | 6 | 1 | 0.90% | 2.34% | 4.64% | Q2 2019 | Q4 2021 | 7 |
| BABA | ALIBABA GROUP HLDG LTD | 4 | 2 | 3.52% | 6.93% | 10.82% | Q4 2016 | Q4 2018 | 6 |
| VSAT | VIASAT INC | 6 | 6 | 4.82% | 6.65% | 7.54% | Q4 2016 | Q1 2018 | 6 |
| TCOM | TRIP COM GROUP LTD | 6 | 6 | 5.09% | 6.06% | 6.94% | Q2 2022 | Q3 2023 | 6 |
| SBAC | SBA COMMUNICATIONS COR... | 6 | 6 | 4.69% | 5.79% | 7.14% | Q2 2017 | Q3 2018 | 6 |
| BKNG | BOOKING HOLDINGS INC | 3 | 3 | 3.15% | 5.21% | 8.15% | Q1 2018 | Q4 2020 | 6 |
| STNE | STONECO LTD | 6 | 6 | 2.52% | 4.63% | 6.20% | Q2 2020 | Q3 2021 | 6 |
| DIBS | 1STDIBS COM INC | 6 | 6 | 1.40% | 1.89% | 2.36% | Q2 2021 | Q3 2022 | 6 |
| TMUS | T MOBILE US INC | 4 | 1 | 5.72% | 8.16% | 11.45% | Q4 2016 | Q2 2019 | 5 |
| FWONA | LIBERTY MEDIA CORP DEL... | 5 | 5 | 5.19% | 7.27% | 9.06% | Q1 2017 | Q1 2018 | 5 |
| SYMC | SYMANTEC CORP | 5 | 5 | 4.17% | 6.07% | 11.11% | Q4 2016 | Q4 2017 | 5 |
| NFLX | NETFLIX INC | 5 | 5 | 3.88% | 6.05% | 8.87% | Q3 2022 | Q3 2023 | 5 |
| UBER | UBER TECHNOLOGIES INC | 2 | 1 | 2.63% | 5.45% | 9.10% | Q4 2019 | Q4 2021 | 5 |
| PLTR | PALANTIR TECHNOLOGIES INC | 2 | 1 | 1.20% | 3.58% | 6.58% | Q3 2020 | Q2 2022 | 5 |
| BATRA | LIBERTY MEDIA CORP DEL... | 5 | 5 | 2.79% | 3.50% | 3.96% | Q1 2017 | Q1 2018 | 5 |
| BATRK | LIBERTY MEDIA CORP DEL | 5 | 5 | 1.36% | 2.17% | 3.21% | Q1 2020 | Q1 2021 | 5 |
| PCLN | PRICELINE GRP INC | 4 | 4 | 1.90% | 10.91% | 19.68% | Q4 2016 | Q3 2017 | 4 |
| KEX | KIRBY CORP | 4 | 4 | 5.44% | 6.83% | 9.30% | Q4 2016 | Q3 2017 | 4 |
| PINS | PINTEREST INC | 4 | 4 | 2.70% | 5.54% | 9.37% | Q2 2019 | Q1 2020 | 4 |
| INTU | INTUIT | 4 | 4 | 3.26% | 5.19% | 7.15% | Q4 2022 | Q3 2023 | 4 |
| APTV | APTIV PLC | 4 | 4 | 3.91% | 5.07% | 6.62% | Q4 2017 | Q3 2018 | 4 |
| BFAM | BRIGHT HORIZONS FAM SO... | 4 | 4 | 1.78% | 2.49% | 3.34% | Q4 2022 | Q3 2023 | 4 |
| XM | QUALTRICS INTL INC | 4 | 4 | 1.21% | 2.12% | 3.30% | Q1 2021 | Q4 2021 | 4 |
| AME | AMETEK INC NEW | 3 | 3 | 4.81% | 9.31% | 13.31% | Q1 2018 | Q3 2018 | 3 |
| SNAP | SNAP INC | 3 | 3 | 6.73% | 7.12% | 7.74% | Q4 2017 | Q2 2018 | 3 |
| TV | GRUPO TELEVISA SA | 2 | 1 | 4.24% | 7.10% | 10.50% | Q4 2016 | Q3 2018 | 3 |
| NU HLDGS LTD | 3 | 3 | 3.83% | 7.03% | 8.97% | Q1 2023 | Q3 2023 | 3 | |
| ABNB | AIRBNB INC | 2 | 1 | 5.68% | 6.40% | 7.42% | Q1 2022 | Q4 2022 | 3 |
| DISCA | DISCOVERY COMMUNICATNS... | 3 | 3 | 5.49% | 6.18% | 6.55% | Q1 2017 | Q3 2017 | 3 |
| WTRH | WAITR HLDGS INC | 3 | 3 | 3.96% | 4.77% | 5.38% | Q4 2018 | Q2 2019 | 3 |
| SIX | SIX FLAGS ENTMT CORP NEW | 3 | 3 | 2.80% | 4.40% | 5.77% | Q1 2023 | Q3 2023 | 3 |
| TEO | TELECOM ARGENTINA S A | 3 | 3 | 1.28% | 3.75% | 5.49% | Q2 2017 | Q4 2017 | 3 |
| DISH | DISH NETWORK CORPORATION | 3 | 3 | 2.80% | 3.29% | 3.68% | Q1 2021 | Q3 2021 | 3 |
| LSXMK | LIBERTY MEDIA CORP DEL... | 3 | 3 | 0.95% | 3.20% | 7.38% | Q4 2019 | Q2 2020 | 3 |
| SPLK | SPLUNK INC | 3 | 3 | 2.79% | 3.06% | 3.27% | Q1 2021 | Q3 2021 | 3 |
| LSXMA | LIBERTY MEDIA CORP DEL | 3 | 3 | 2.26% | 2.89% | 3.43% | Q1 2020 | Q3 2020 | 3 |
| VAPO | VAPOTHERM INC | 3 | 3 | 2.14% | 2.45% | 2.86% | Q1 2020 | Q3 2020 | 3 |
| BIGC | BIGCOMMERCE HLDGS INC | 2 | 1 | 0.73% | 1.75% | 3.23% | Q3 2020 | Q4 2021 | 3 |
| PTON | PELOTON INTERACTIVE INC | 3 | 3 | 1.22% | 1.74% | 2.17% | Q2 2020 | Q4 2020 | 3 |
| FERG | FERGUSON PLC NEW | 2 | 2 | 4.86% | 6.96% | 9.07% | Q2 2023 | Q3 2023 | 2 |
| TTWO | TAKE-TWO INTERACTIVE S... | 2 | 2 | 6.10% | 6.57% | 7.04% | Q4 2022 | Q1 2023 | 2 |
| WYNN | WYNN RESORTS LTD | 2 | 2 | 5.06% | 6.52% | 7.97% | Q4 2018 | Q1 2019 | 2 |
| EB | EVENTBRITE INC | 2 | 2 | 4.07% | 4.23% | 4.40% | Q1 2019 | Q2 2019 | 2 |
| BC | BRUNSWICK CORP | 2 | 2 | 3.52% | 3.53% | 3.53% | Q2 2023 | Q3 2023 | 2 |
| TXT | TEXTRON INC | 2 | 2 | 1.67% | 3.07% | 4.47% | Q1 2017 | Q2 2017 | 2 |
| TRAEGER INC | 1 | 1 | 2.16% | 2.86% | 3.56% | Q3 2021 | Q1 2022 | 2 | |
| PENN | PENN NATL GAMING INC | 2 | 2 | 2.82% | 2.83% | 2.84% | Q2 2021 | Q3 2021 | 2 |
| MNTV | MOMENTIVE GLOBAL INC | 2 | 2 | 2.20% | 2.30% | 2.40% | Q2 2021 | Q3 2021 | 2 |
| GDRX | GOODRX HLDGS INC | 1 | 1 | 1.15% | 2.16% | 3.17% | Q1 2021 | Q3 2021 | 2 |
| AGGRU | AGILE GROWTH CORP | 2 | 2 | 1.92% | 1.97% | 2.02% | Q1 2021 | Q2 2021 | 2 |
| OUT | OUTFRONT MEDIA INC | 2 | 2 | 0.64% | 1.78% | 2.90% | Q1 2020 | Q2 2020 | 2 |
| WW | WW INTL INC | 2 | 2 | 1.16% | 1.68% | 2.19% | Q2 2021 | Q3 2021 | 2 |
| RENT THE RUNWAY INC | 2 | 2 | 1.56% | 1.59% | 1.63% | Q4 2021 | Q1 2022 | 2 | |
| MELI KASZEK PIONEER CORP | 2 | 2 | 0.94% | 1.14% | 1.34% | Q3 2021 | Q4 2021 | 2 | |
| U | UNITY SOFTWARE INC | 1 | 1 | 0.80% | 0.87% | 0.93% | Q3 2020 | Q1 2021 | 2 |
| SQ | SQUARE INC | 1 | 1 | 10.07% | 10.07% | 10.07% | Q3 2019 | Q3 2019 | 1 |
| IEX | IDEX CORP | 1 | 1 | 7.19% | 7.19% | 7.19% | Q3 2018 | Q3 2018 | 1 |
| LIBERTY MEDIA CORP DEL | 1 | 1 | 6.43% | 6.43% | 6.43% | Q3 2023 | Q3 2023 | 1 | |
| MTN | VAIL RESORTS INC | 1 | 1 | 5.98% | 5.98% | 5.98% | Q1 2019 | Q1 2019 | 1 |
| CMCSA | COMCAST CORP NEW | 1 | 1 | 5.92% | 5.92% | 5.92% | Q2 2018 | Q2 2018 | 1 |
| ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 5.88% | 5.88% | 5.88% | Q2 2018 | Q2 2018 | 1 |
| APD | AIR PRODS & CHEMS INC | 1 | 1 | 5.72% | 5.72% | 5.72% | Q3 2018 | Q3 2018 | 1 |
| ADI | ANALOG DEVICES INC | 1 | 1 | 5.29% | 5.29% | 5.29% | Q1 2023 | Q1 2023 | 1 |
| RCI | ROGERS COMMUNICATIONS INC | 1 | 1 | 5.16% | 5.16% | 5.16% | Q4 2022 | Q4 2022 | 1 |
| CEPU | CENTRAL PUERTO S A | 1 | 1 | 4.47% | 4.47% | 4.47% | Q1 2018 | Q1 2018 | 1 |
| PYPL | PAYPAL HLDGS INC | 1 | 1 | 4.38% | 4.38% | 4.38% | Q4 2020 | Q4 2020 | 1 |
| ASO | ACADEMY SPORTS & OUTDO... | 1 | 1 | 4.23% | 4.23% | 4.23% | Q2 2023 | Q2 2023 | 1 |
| USM | UNITED STATES CELLULAR... | 1 | 1 | 4.04% | 4.04% | 4.04% | Q3 2023 | Q3 2023 | 1 |
| MASI | MASIMO CORP | 1 | 1 | 3.70% | 3.70% | 3.70% | Q1 2022 | Q1 2022 | 1 |
| AFRM | AFFIRM HLDGS INC | 1 | 1 | 3.69% | 3.69% | 3.69% | Q1 2021 | Q1 2021 | 1 |
| ERIC | ERICSSON | 1 | 1 | 3.37% | 3.37% | 3.37% | Q4 2018 | Q4 2018 | 1 |
| GOOS | CANADA GOOSE HLDGS INC | 1 | 1 | 3.28% | 3.28% | 3.28% | Q1 2023 | Q1 2023 | 1 |
| ACXM | ACXIOM CORP | 1 | 1 | 3.24% | 3.24% | 3.24% | Q1 2018 | Q1 2018 | 1 |
| FOXA | TWENTY FIRST CENTY FOX... | 1 | 1 | 3.03% | 3.03% | 3.03% | Q2 2018 | Q2 2018 | 1 |
| SPOT | SPOTIFY TECHNOLOGY S A | 1 | 1 | 3.01% | 3.01% | 3.01% | Q1 2022 | Q1 2022 | 1 |
| MGM | MGM RESORTS INTERNATIONAL | 1 | 1 | 2.74% | 2.74% | 2.74% | Q3 2022 | Q3 2022 | 1 |
| RPD | RAPID7 INC | 1 | 1 | 2.72% | 2.72% | 2.72% | Q1 2023 | Q1 2023 | 1 |
| FND | FLOOR & DECOR HLDGS INC | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2020 | Q4 2020 | 1 |
| PLAN | ANAPLAN INC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q1 2020 | Q1 2020 | 1 |
| ZEN | ZENDESK INC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q3 2019 | Q3 2019 | 1 |
| FNKO | FUNKO INC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q2 2023 | Q2 2023 | 1 |
| XM | QUALTRICS INTL INC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q2 2021 | Q2 2021 | 1 |
| SQ | SQUARE INC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2021 | Q3 2021 | 1 |
| MIME | MIMECAST LTD | 1 | 1 | 1.42% | 1.42% | 1.42% | Q1 2019 | Q1 2019 | 1 |
| BAND | BANDWIDTH INC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2019 | Q1 2019 | 1 |
| WW | WW INTL INC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q2 2020 | Q2 2020 | 1 |
| AHT | ASHFORD HOSPITALITY TR... | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2020 | Q4 2020 | 1 |
| REAL | THE REALREAL INC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2019 | Q3 2019 | 1 |
| TCVA | TCV ACQUISITION CORP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2021 | Q2 2021 | 1 |
| OLO | OLO INC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2021 | Q1 2021 | 1 |
| LZ | LEGALZOOM COM INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2021 | Q2 2021 | 1 |
| DOCS | DOXIMITY INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
| LIBERTY MEDIA CORP DEL | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 | |
| EDR | ENDEAVOR GROUP HLDGS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
| COUR | COURSERA INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Download | |||||||||
The securities at the top of the list , including PAYPAL HLDGS INC, AZUL S A, and META PLATFORMS INC, are the highest-conviction holdings of ThornTree Capital Partners LP.
The conviction is calculated by counting the number of quarters a security has been reported by ThornTree Capital Partners LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that ThornTree Capital Partners LP owns currently or has owned in the past.