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13F-HR filed by ThornTree Capital Partners LP

ThornTree Capital Partners LP filed this 13F-HR for the quarter ended 2022-06-30, filed 2022-08-15, with 15 holding rows worth $255,449,000.

Accession
0001172661-22-001835
Filed
2022-08-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2022

A holdings report, 15 entries on the cover page, a total value of $255,449,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $255,449,000 with VALUE read as thousands by filing date, 13F file number 028-17785. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
META PLATFORMS INC CL A30303M102COM246,919$39,816,000thousands by filing date
ZILLOW GROUP INC CL C CAP STK98954M200Stock1,029,544$32,688,000thousands by filing date
PENN ENTERTAINMENT INC COM707569109Stock761,474$23,164,000thousands by filing date
WILLIAMS SONOMA INC COM969904101Stock173,729$19,275,000thousands by filing date
FIVE9 INC338307101COM203,905$18,584,000thousands by filing date
SMARTSHEET INC. (CLASS A)83200N103COM CL A577,007$18,135,000thousands by filing date
MERCADOLIBREINC58733R102STOK27,979$17,819,000thousands by filing date
DUOLINGO INC CL A COM26603R106Stock201,773$17,665,000thousands by filing date
Palantir Technologies Inc. Class A69608A108COM1,852,543$16,803,000thousands by filing date
TRIP COM GROUP LTD ADS89677Q107ADR572,817$15,724,000thousands by filing date
XP INC CL AG98239109Stock634,322$11,392,000thousands by filing date
AFFIRM HLDGS INC COM CL A00827B106Stock435,560$7,866,000thousands by filing date
ACV AUCTIONS INC00091G104COM CL A914,678$5,982,000thousands by filing date
ON HLDG AG NAMEN AKT AH5919C104Stock311,956$5,519,000thousands by filing date
1Stdibs.Com Inc320551104COM881,640$5,017,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-22-001835this filing2022-08-15acceptance time not in the bulk data set