$318 Million is the total value of ThornTree Capital Partners LP's 14 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 175.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TWTR | New | TWITTER INC | $39,785,000 | – | 1,384,320 | +100.0% | 12.50% | – |
| TMUS | Buy | T MOBILE US INC | $36,419,000 | +29.1% | 572,541 | +42.4% | 11.45% | +40.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $30,028,000 | +58.6% | 357,088 | +65.7% | 9.44% | +72.1% |
| TWLO | New | TWILIO INCcl a | $26,796,000 | – | 300,072 | +100.0% | 8.42% | – |
| WYNN | New | WYNN RESORTS LTD | $25,368,000 | – | 256,479 | +100.0% | 7.97% | – |
| SVMK | Buy | SVMK INC | $24,859,000 | +219.3% | 2,025,988 | +317.1% | 7.81% | +246.3% |
| DOCU | New | DOCUSIGN INC | $20,610,000 | – | 514,220 | +100.0% | 6.48% | – |
| ETSY | Buy | ETSY INC | $19,844,000 | +23.9% | 417,161 | +33.8% | 6.24% | +34.4% |
| AMZN | New | AMAZON COM INC | $18,476,000 | – | 12,301 | +100.0% | 5.81% | – |
| WTRH | New | WAITR HLDGS INC | $17,120,000 | – | 1,535,400 | +100.0% | 5.38% | – |
| ERIC | New | ERICSSONadr b sek 10 | $10,711,000 | – | 1,207,582 | +100.0% | 3.37% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PAYPAL HLDGS INC | 25 | Q2 2024 | 17.3% |
| META PLATFORMS INC | 18 | Q2 2024 | 17.4% |
| AZUL S A | 18 | Q4 2021 | 8.6% |
| DOCUSIGN INC | 16 | Q1 2024 | 12.0% |
| SMARTSHEET INC | 15 | Q3 2022 | 9.2% |
| ZILLOW GROUP INC | 14 | Q2 2022 | 12.8% |
| ACV AUCTIONS INC | 14 | Q2 2024 | 4.4% |
| TWILIO INC | 13 | Q4 2021 | 9.7% |
| XP INC | 13 | Q4 2022 | 7.7% |
| DUOLINGO INC | 12 | Q2 2024 | 6.9% |
View ThornTree Capital Partners LP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ASHFORD HOSPITALITY TRUST INC | February 16, 2021 | 2,379,303 | 4.5% |
| Eventbrite, Inc.Sold out | February 14, 2020 | 0 | 0.0% |
View ThornTree Capital Partners LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View ThornTree Capital Partners LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.