ThornTree Capital Partners LP

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$479M
Signature - Title
Jay Scollins - Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by ThornTree Capital Partners LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ThornTree Capital Partners LP reported 17 stock holdings with total value $479M as of Q3 2024. Top holdings included META, NU, NFLX, MELI, and VIK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 17 $479M +$60.5M -$243M -$183M META, NU, NFLX, MELI, VIK 13F-HR 11/14/2024, 04:02 PM
Q2 2024 21 $587M +$153M -$187M -$33.5M META, NU, FWONK, NFLX, MELI 13F-HR 8/14/2024, 04:05 PM
Q1 2024 20 $593M +$145M -$110M +$34.6M META, PYPL, NU, NFLX, DOCU 13F-HR 5/15/2024, 04:20 PM
Q4 2023 20 $496M +$145M -$75.6M +$69.2M PYPL, META, INTU, NU, MELI 13F-HR 2/14/2024, 05:03 PM
Q3 2023 18 $382M +$66.2M -$106M -$39.7M SPLK, META, FERG, NU, PYPL 13F-HR 11/14/2023, 04:23 PM
Q2 2023 18 $421M +$109M -$131M -$22M META, NU, PYPL, FWONK, SPLK 13F-HR 8/14/2023, 09:10 AM
Q1 2023 18 $403M +$150M -$143M +$6.57M META, ONON, PYPL, MELI, TTWO 13F-HR 5/15/2023, 09:51 AM
Q4 2022 17 $304M +$112M -$99.9M +$12.1M META, SPLK, ABNB, TTWO, AMZN 13F-HR 2/14/2023, 09:49 AM
Q3 2022 17 $293M +$105M -$66.2M +$38.5M META, NFLX, MELI, XP, TCOM 13F-HR 11/14/2022, 10:40 AM
Q2 2022 15 $255M +$53.6M -$143M -$89M META, Z, PENN, WSM, FIVN 13F-HR 8/15/2022, 08:21 AM
Q1 2022 21 $456M +$223M -$197M +$25.8M Z, META, DUOL, ABNB, FIVN 13F-HR 5/16/2022, 09:50 AM
Q4 2021 23 $517M +$161M -$206M -$45M META, SMAR, PENN, UBER, NET 13F-HR 2/14/2022, 02:35 PM
Q3 2021 25 $620M +$168M -$146M +$21.7M AFRM, Z, META, PENN, WSM 13F-HR 11/15/2021, 02:21 PM
Q2 2021 26 $644M +$87M -$191M -$104M Z, META, SMAR, AFRM, STNE 13F-HR 8/16/2021, 03:20 PM
Q1 2021 28 $704M +$167M -$250M -$83.2M Z, AFRM, SMAR, WSM, META 13F-HR 5/17/2021, 12:21 PM
Q4 2020 24 $766M +$146M -$262M -$116M Z, META, PENN, SMAR, STNE 13F-HR 2/16/2021, 04:21 PM
Q3 2020 27 $705M +$177M -$210M -$32.9M Z, PENN, STNE, YNDX, META 13F-HR 11/13/2020, 04:19 PM
Q2 2020 25 $626M +$226M -$125M +$101M Z, PENN, WW, PYPL, SMAR 13F-HR 8/14/2020, 09:59 AM
Q1 2020 21 $360M +$168M -$92.5M +$75.3M WW, UBER, NET, Z, SVMK 13F-HR 5/14/2020, 11:12 AM
Q4 2019 15 $364M +$116M -$83.3M +$33.1M Z, TWTR, WW, AZUL, LSXMK 13F-HR 2/14/2020, 08:35 AM
Q3 2019 14 $327M +$117M -$96.8M +$19.7M DOCU, ETSY, SQ, TWLO, PINS 13F-HR 11/14/2019, 09:46 AM
Q2 2019 15 $317M +$45.6M -$80.2M -$34.6M PYPL, TWLO, SVMK, TMUS, AMZN 13F-HR 8/14/2019, 09:36 AM
Q1 2019 17 $348M +$74.2M -$110M -$36M SVMK, TWTR, TWLO, PYPL, AMZN 13F-HR 5/15/2019, 09:12 AM
Q4 2018 14 $318M +$206M -$227M -$21.2M TWTR, TMUS, PYPL, TWLO, WYNN 13F-HR 2/14/2019, 09:41 AM
Q3 2018 15 $345M +$177M -$104M +$72.8M AME, TDG, SITE, TMUS, BABA 13F-HR 11/14/2018, 09:50 AM
Q2 2018 15 $271M +$85.3M -$90.3M -$4.95M FWONK, TDG, AME, SITE, BKNG 13F-HR 8/14/2018, 09:54 AM
Q1 2018 17 $285M +$81.8M -$23.7M +$58.1M SITE, AZUL, TDG, SNAP, DISH 13F-HR 5/14/2018, 04:16 PM
Q4 2017 15 $222M +$41.3M -$54.6M -$13.3M SITE, DISH, FWONK, FWONA, TDG 13F-HR 2/13/2018, 11:19 AM
Q3 2017 17 $230M +$33.1M -$25.4M +$7.67M SITE, FWONA, DISH, VSAT, FWONK 13F-HR 11/13/2017, 05:02 PM
Q2 2017 17 $213M +$73.6M -$29.6M +$44M DISH, FWONA, SITE, FWONK, BABA 13F-HR 8/11/2017, 08:16 AM
Q1 2017 14 $160M +$67.3M -$33.9M +$33.4M PCLN, DISH, PYPL, VSAT, SITE 13F-HR 5/12/2017, 08:47 PM
Q4 2016 9 $110M $0 $0 PCLN, PYPL, SYMC, BABA, TV 13F-HR 2/13/2017, 06:52 PM